Portfolio management

Volatility ETPs are enjoying the limelight

Performances of many long volatility strategies, many of which are made accessible via ETN, have been dreadful.

Portfolio management April 15

Portfolio management April 15
12 cities where demand for rental homes is surging

In which cities are single-family house rentals growing faster than apartment rentals? Find out.

Housing inventory Elina Tarkazikis April 13

Housing inventory Elina Tarkazikis April 13
7 must-cover topics for annual reviews

Life changes, like a child entering college or changes made to retirement goals, can leave serious gaps in financial plans.

Retirement planning April 12

Retirement planning April 12
No-fee robo grabs $6M in new funding

The WiseBanyan platform currently has $153 million in assets under management and 32,000 clients.

Reinvent Wealth Sean Allocca April 10

Reinvent Wealth Sean Allocca April 10
10 big client tax mistakes that can lead to an audit

Audit rates are dropping, but there are still triggers that taxpayers can avoid to further reduce their risk.

Tax audits Daniel Hood April 9

Tax audits Daniel Hood April 9
Why individual investors are no longer muni kings

Direct ownership has dropped by $103 billion year over year — and by more than $300 billion since 2010.

Retail investors Christine Albano April 9

Retail investors Christine Albano April 9
Voices Treasurys will weather the coming debt storm

Gary Shilling
President A. Gary Shilling & Co.

Debt is back on the rise, this time led by government.

High net worth April 9

High net worth April 9
Voices Working with a former NFL player taught this advisor to throw out the playbook

Allan Boomer
Chief Investment Officer Momentum Advisors

Planners have a natural incentive to be narrow-minded when it comes to investment opportunities. Sometimes it’s better to look for reasons to selectively say yes.

Client communications April 9

Client communications April 9
Gun makers excluded in new ETFs from BlackRock

The money manager is also offering pension and 401(k) plans that exclude firearms from employee retirement programs.

Portfolio management April 5

Portfolio management April 5
Escalating trade war dampens ETF that once soared on Trump’s hard-line approach

The $5.7 billion fund slumped 2.6% in premarket trading after finding itself in the crosshairs of tit-for-tat tariffs between the U.S. and China.

ETFs April 4

ETFs April 4

See more Portfolio management

Portfolio management

Like what you see? Make sure you're getting it all

Financial Planning