Portfolio strategies

In a record-setting bull market, the products offer investors a straightforward way to protect against downside risk. But not all financial advisors are convinced of their utility.

A client who passes the assets to an older generation could get them back or have them transferred to children at a step-up in basis with an "upstream" gift.

Most athletes run into money problems after their playing days are over, but experienced advisors say that with careful planning, this specialized client base can build financial success for the long run.

The Trump megalaw's expansion of opportunity zone credits and other investment approaches comes with caveats based on timing and taxes.

Panelists at the Morningstar conference acknowledged the difficulties, even as they pointed out the ongoing opportunities from active management.

High net worth clients who want increased customization and tax-loss harvesting possibilities might benefit from direct indexing, but financial advisors say it isn't right for everyone.

Politics are playing an outsize role in portfolio management. Here's how experts see the fixed-income sector changing under the pending One Big Beautiful Bill Act.

CEO Kunal Kapoor and other speakers explained how the shifting trends shaping the industry mean that advice is getting even more important.

The industry is awaiting SEC approval for dozens of applications, even as Vanguard's shareholder case highlights some of the tax complexity of the looming shift.

Net of expenses, many financial advisors and investors could find similar yields and exposure for their portfolios elsewhere, according to a Morningstar study.

The firm is allocating as much of 20% of clients' portfolios to private credit, a market it was even in three years ago.

Areas around Jackson Hole, Aspen, Palm Beach, Miami, New York, Dallas and Austin are in the group. Other top performers may come as more of a surprise.

While vintage Fenders, Gibsons and Martins can be worth thousands or even millions, advisors caution that collecting guitars should be for the love first and foremost.

The increasingly popular Section 351 process offers many low-basis investment portfolios an exit ramp — without incurring any capital gains.

A new study explored the benefits of adding timepieces to portfolios of stocks, bonds and gold.

The dilemmas from data, client demand and recruiting could provide opportunities for upstarts. Here's how wealth and asset management firms are responding.

The investment strategy may generate much greater loss harvesting than direct indexing, but backers point out that they work much differently.

The bucketing approach to retirement planning is popular in part for its behavioral benefits, but financial advisors say there are alternative strategies that may be better solutions.

PE funds have outperformed stocks over the past five, 10 and 25 years. But not in three of the past four. Here are some of the key caveats to the appeal of PE.

Only two out of nine firms included the total amount of money involved in revenue sharing — a practice critics say should be ended entirely — in their disclosures.