Portfolio strategies

Individual investors who were ahead of the S&P 500 for most of 2020 have been stuck behind the benchmark since early 2021 as stay-at-home and meme stocks struggled.

A joint drop in equities and bonds is hitting exchange-traded fund investors with the worst start of a year in a decade.

Strategists say the rally that pushed U.S. stocks to successive records this year isn’t ending anytime soon.

Muni bonds have not been not the quick way to big returns in 2021. But for the right client, they are the perfect addition to a portfolio focused on stability and low risk, advisors say.

When a spouse needs long-term institutionalization, it may preserve assets for the healthy partner and for heirs — but there are downsides.

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

The historically robust mix has recently started posting short-term losses.

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

Technology that provides more transparency, customization might lead to more widespread adoption.

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