-
A dramatic rebound in clean-tech stocks has investors in the green economy hoping they can finally turn the page on years of punishing underperformance.
November 3 -
Financial advisors know how to guide clients through volatility, but the math displaying the portfolio risks of AI may present an altogether different challenge.
October 29 -
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.
July 28 -
Experts say that while high dividends can be appealing on the surface, there are many other factors to consider when evaluating a stock.
July 14 -
Companies that pay out a portion of their profits to shareholders instead of reinvesting in their business may seem compelling on the surface, but advisors with experience with these strategies say they aren't right for everyone.
July 11 -
Bonds have always been a haven for investors, but new products could draw financial advisors and clients seeking higher yield than those of passive ETFs.
April 7 -
Financial advisors are counseling clients to stick to their long-term plans, even as they consider potential hedging opportunities and other strategies.
March 19 -
As the tax deferral method grows in popularity, experts caution that the benefits come with important caveats for financial advisors to keep in mind.
February 24 -
Dividend strategies can provide steady returns over time with less volatility, but growth-oriented stocks can also be an attractive option.
February 21 -
Critics including President Trump are ramping up the pressure on large corporations to drop their programs. But others doubted the firms' sincerity all along.
February 13 -
American households' net worth jumped by 2.9% in the third quarter of 2024, reaching $168.8 trillion — a new record.
December 13 -
His first exchange-traded fund — the Research Affiliates Deletions ETF — will look to buy companies that were recently deleted from major indexes.
September 5 -
Planners trying to help clients steer clear of momentary panic by investing for the long term will find instructive episodes that often involve sports.
August 29 -
The active side of passive indices is on display as two of the largest present plans to undercut the weighting of the largest megacap companies.
August 23 -
The first half of 2024 marked a record stretch for ETFs, but not all funds were lifted by the rising tide.
August 15 -
July has historically been a strong month for ETF inflows, and this year was no exception.
August 13 -
Investors poured cash into U.S. exchange-traded funds last month, but not every fund benefited. Here are the 20 that lost the most money.
July 12 -
U.S. exchange-traded funds raked in $82.4 billion last month, finishing out a strong first half of the year. Here are the funds that garnered the most investor cash.
July 11 -
Experts from Fidelity Investments, JPMorgan Asset Management and Brown Capital Management argue the answer is definitely "yes." Here's why.
July 2 -
Exchange-traded funds bounced back in May, but not all of them benefited from the upswing. Here are the 20 with the biggest outflows.
June 11



















