Portfolio diversity

The pooled private investment funds diversify instantly while deferring capital gains taxes indefinitely.

As more portfolios come to rely on alternative investments, expertise in sorting out good from bad opportunities is becoming more critical.

In today's interconnected economy, is there any way to hedge your bets? The experts weigh in.

Buying fewer stocks adds more risk over long investment horizons than has been suggested by academic and popular papers that focus on annual volatility.

After China’s crackdown on Bitcoin, some investors are worried. Advisors have ways to ease their concerns.

"The successful long-term players have the long-term tech driven trends right, and COVID just accelerated and magnified the trends," an expert says.

Home to more than $3 trillion, outperformance among the leaders comes with some caveats.

The 20 mutual funds in this ranking outpaced broader markets over the past year with an average gain of more than 68%.

Returns by funds from Vanguard, BlackRock and DFA that use the strategy have outpaced global bonds in recent years, but underperformed stocks.

Over the past year, the lineup of stock and bond funds notched an average gain of more than 25%.

The RIA acquired the innovative practice while bulking up its social justice investing efforts and its wealth redistribution planning services.

The 20 categories with the biggest gains are home to nearly $10 trillion in combined assets.

The 20 mutual funds and ETFs on this list have an average fee of roughly 111 basis points.

“Their top holdings are focused on those companies that have benefited in a post-COVID world,” an expert says.

Some of the biggest laggards have managed short-term gains of more than 40%.

Advisors, nervous about the exposure, say they are struggling to get clients to switch things up.

An advisor whose family has been “irrevocably harmed by police brutality” calls on industry peers and their clients to spark positive change.

With return targets growing ever more elusive, many investors are willing to take their chances with private debt and equity.

I am advising some clients to ladder maturities to lock in more dependable tax-free income streams — especially for those in states with high income taxes, like California.

“Traditionally, 401(k)s generally have some really good investment options that you wouldn’t be able to do on your own,” an expert says.