Investments

The founder of the JLL Income Property Trust non-traded REIT thinks real estate deserves a place on advisors' list of alternative investments.

Always essential but rarely the portfolio star, the strategy aims to provide positive returns in down markets when investors need them most.

While the new 10-year rule slams heirs, it may also afford some increasing largesse.

Shareholder advocacy nonprofit As You Sow singled out Berkshire Hathaway as a low performer while giving good marks to CVS, PayPal and Activision Blizzard.

The Infrastructure Investment and Jobs Act provides billions in grants for state and local governments. The challenge now is how quickly and effectively they can spend it amid an inflation–fueled rising–rate environment.

Amid all the dour news of inflation and volatility, signs are emerging that investors see light at the end of the tunnel.

Good news awaits investors once the Fed gets rising consumer prices under control.

CapWealth Advisors founder Tim Pagliara said a federal jury sided with the firm because its clients had, in fact, paid lower overall fees on their mutual funds.

CI Financial Corp. outlined a plan to reduce debt and separate its US and Canadian businesses as the fund manager tries to rebuild investor confidence in its growth strategy.

Despite investors' anxieties, financial professionals rarely see political contests as reasons for big changes in portfolio strategies.