Investment strategies

A spousal IRA offers a way to stay on track for a healthy retirement. Yet many people don’t know it exists.

Each major crisis in recent history had unique characteristics that made it particularly painful. But each also offered lessons and opportunities.

Traders are splurging on “complex” ETFs to ride out the crushing bear market across assets.

Rising inflation and heightened market volatility have many clients rethinking risk tolerance.

A welter of benchmarks and indexes makes it hard for retail investors and financial advisors to know exactly what they're buying

New research shows that higher-priced strategies can come with lower returns and greater risk — an urgent reason for advisors and investors to monitor the space.

Macro factors like inflation, Federal Reserve actions, midterm elections, Ukraine, energy, the euro and China seem likely to drive markets for at least the rest of the year.

America’s first leveraged single-stock ETFs will debut Thursday, despite warnings from the SEC.

The patriotic-themed fund would trade under the ticker YALL.

Traders are piling into exchange-traded funds that bet against U.S. stocks as the risk of recession and disappointment from the upcoming earnings season bolsters bearish sentiment in the market.

Obits for the traditional investing approach may be premature, according to a newsletter for Vanguard investors.

The ultrawealthy love niche investments, but not hedge funds.

In a down market "on sale" Roth conversions offer advisors a chance to generate tax alpha for their clients.

An ETF whose issuer had Martina Navratilova and Barney Frank on its board has shut down. What are the lessons for advisors and clients?

From growing interest among retail investors to their ability to unlock a new level of connection between advisors and clients, alternatives are anything but fringe.

Hedged strategies out of favor since the 2007-08 financial crisis could prove useful to older investors in today’s downward-moving markets.

It's another sign of the waning power of bonds as safe bets during a time of high inflation.

RIAs and asset managers explain how they’re navigating the challenges by examining the available data, shareholder votes and their own allocations.

A chief investment officer recounts the rise of “Bogle’s Folly” and delivers an optimistic preview of what the next phase of index investing’s growth will look like.