Debbie Carlson

The Heartland Value is snapping up regional banks and consumer-discretionary stocks.

There are now around 85 retirement homes in the U.S. with varying ties to universities. Some residents take college classes.

With passage of the One Big Beautiful Bill Act in 2025, trusts that were created years ago to shield wealth from onerous federal estate taxes may be unnecessary.

The best fund families of 2025 had exquisite timing—and managers with strong stomachs. How they navigated a tumultuous year.

Susan Bao’s large-cap JPMorgan fund has outperformed the S&P 500 over many years. She’s bullish on stocks, focused on bargains.

Fed rate cuts could boost mid-cap companies—and the earnings outlook is strong. The T. Rowe Price Diversified Mid Cap Growth fund stands to gain.

Emerging market funds are beating the S&P 500. The rally Is real.

Ann Miletti, head of investments at Allspring Global Investments, says her team finds plenty of stocks to like in unloved parts of the market.

Donating precious metals this year is a smart way to dodge the taxman and do good at the same time.

Investors are piling into new ETFs from Wedbush’s Dan Ives and Fundstrat’s Tom Lee. Caution is warranted.

Americans born before 1965 hold nearly two-thirds of the nation’s wealth, and stock gains are making them wealthier.

Money-market ETFs follow the same rules as money-market mutual funds, but there are some important differences.

Thornburg International Equity also sees opportunities in European utilities.

The broader large-cap indexes are highly concentrated and richly valued, leaving them vulnerable to a selloff.

Fed rate cuts and a positive earnings cycle could power a small-cap rally. The Calamos Timpani Small Cap Growth fund stands to benefit.

Leveraged funds soar. They’re up triple digits. Those same funds, though, plunge just as fast.

Investors in the top tax bracket can earn yields equivalent to 8% from high-quality long-dated municipal bonds, this Baird team says.

Premiums have jumped, but you can afford your coverage and stop working before you’re 65 with a little bit of smart planning.

Artisan Developing World’s Lewis Kaufman focuses on urban consumers. How he views opportunities in India and China.

Silver, platinum, and palladium aren’t just substitutes for gold. The right way to build a precious metals portfolio.