Investment strategies

After a period of strong growth, analysts are divided over whether a recent downturn is a warning or opportunity.

A sliver of put options in a portfolio could deliver a measure of control and comfort through rocky markets.

Bitcoin and the like may be the future, but right now the tax landscape is complicated.

Instead of trying to tax diversify between traditional and Roth retirement accounts, taxpayers can consider trying to ‘Roth optimize’ exactly when to add dollars to tax-free Roth accounts.

The big asset manager’s acquisition of O’Shaughnessy Asset Management is the latest in a string of similar deals by Wall Street.

The new fund bucks trends in socially and environmentally responsible investments.

New products constructed on more stringent ESG criteria than the so-called greenwashers often can’t be accessed through large wealth managers.

Enthusiasm for energy stocks could be an overreaction as society reopens.

It’s easier than ever to open up a Robinhood or Coinbase account to buy cryptocurrency.

Some funds touting their environmental and socially responsible investments may be exaggerating.

Blue Whale’s total managed funds recently surpassed 1 billion pounds.

Digital currencies are gaining interest, but there are still many reasons to be cautious.

The case for better aligning default options with income needs is undeniable. But how can we best implement these choices?

Special-purpose acquisition companies — better known as SPACs, or blank-check companies — made a splash during the COVID-era retail-trading surge.

Asset managers are selling loans to individuals at high returns, but risks abound in this less-liquid market, experts warn.

An evolution in alternative investments is giving the $73.3 trillion high net worth capital base expanded access to PE and other strategies.

Clients shouldn't confuse risky, short-term assets like meme stocks and cryptocurrencies with long-term investing.

With $2.6 trillion in total assets, the firm is by far the biggest name yet that’s seeking to make such a move.

Increasingly, hedge funds are eager to buy packages of art-backed loans.

While US investors lag Asia and Europe, their perception of cryptocurrencies as an investment class, not a currency, is rising.