Investment strategies

Wall Street is trying to bottle ESG, but ESG has other ideas.

During a Tuesday morning interview, the former Fidelity Magellan fund manager called the move to passive a mistake.

The largest groups of mutual funds and ETFs saw their assets swell to trillions under management as prices rose in the post-lockdown stock boom of 2020.

Now is a perfect time to consider their sensitivity and, if necessary, to protect against extended bouts of high inflation.

The countdown to the end of the year always comes with gobs of generic tax advice. Maximize 401(k) contributions. Deplete flexible savings accounts. Lock in stock losses to offset capital gains.

Investors should ask whether the growing ESG trend and the green energy sector's stock losses this year presents a buying opportunity, writes Earl Carr.

Some worry the complex financial products are being pushed to investors who don’t fully understand the risks.

None of the leading 20 funds with a 50% to 70% equity allocation beat the gains of broader stock indexes over the past 10 years.

American Friends’ new database joins the expanding research and products on the marketplace, which experts say is at $17 trillion in assets — with room to grow.

Advisors scramble to help clients earn interest, but with rates set to rise in 2022, richer households could see their portfolios hit harder because of duration risk

With no standard definition of what constitutes a socially responsible investment, the SEC is looking to police funds and protect investors.

Investors might want to prepare for an extended bout of inflation, whether it comes or not.

With today’s generation of home buyers so rooted in a digital world, how will the financial services industry need to change to meet their needs? What new consumer technology will they need to adopt to meet consumers where they are? How will those approaches differ from how things have been done historically in the industry? Join us in a discussion with Blend’s Founder, Nima Ghamsari as we chat through how banks and financial institutions need to think through these questions.

Model portfolios gaining steam in wirehouse channel as advisors look to focus on higher levels of client service.

Mega tech companies offer less room for growth and face more regulatory burdens, the strategist says.

Bitcoin may be an expectation for some clients, but they're likely to be more angry if it goes bust than happy about gains.

Not only do the 20 funds in this ranking outperform broader markets, it may be "where investors will excel going forward," according to one expert.

Outsized returns over the long- and- short-term planning horizons come with some caveats.

Modern economic growth in the U.S. is dependent on credit creation — which has perpetuated a cycle of suppressed yields and inflated asset prices. While credit creation has been accelerating away from GDP growth for the last 15 years with no signs of stopping, retirement investors are left in the intractable situation of watching the value of their savings erode. What can be done?

Investors are embracing exchange-traded funds in favor of mutual funds