Lewis Braham

LATEST ARTICLES

Vanguard’s Crypto ETFs Have Been Tanking

Vanguard’s Crypto ETFs Have Been Tanking

Four months in, crypto ETFs are proving an awkward fit at Vanguard.

Long Read

Financial Pros Are Turning Client Portfolios Into ETFs. What’s Behind the Trend.

Financial Pros Are Turning Client Portfolios Into ETFs. What’s Behind the Trend.

The 351 ETF exchanges are increasingly popular, but they are complex and may get additional scrutiny from the IRS.

Long Read

Alternative-Energy Funds Are Cleaning Up

Alternative-Energy Funds Are Cleaning Up

Don’t be shocked, but the past year has been one of the best periods for renewable-energy stocks funds.

3 minute read

What This Top International ETF Is Buying Now

What This Top International ETF Is Buying Now

The Lazard International Dynamic Equity ETF has beaten its peers and the benchmark for a decade. It converted from a traditional mutual fund last year.

Long Read

Now Is the Time to Buy Alternative Funds

Now Is the Time to Buy Alternative Funds

There’s a strong case for hedging your bets with alts. The question is which kind to buy.

Long Read

4 Funds to Play the Convertible Bond Recovery

4 Funds to Play the Convertible Bond Recovery

Convertible bond funds have beaten the S&P 500 index in recent months. Can the good times continue?

3 minute read

A New ETF Aims to Bring Hedge Funds to the Masses

A New ETF Aims to Bring Hedge Funds to the Masses

Hedge fund strategies have been slow to take off among ETFs. BlackRock hopes to change that with a new entry.

3 minute read

The Best Active Small-Cap ETFs

The Best Active Small-Cap ETFs

Investors want their ETFs cheap, even though researching tiny companies can be more time-consuming and expensive.

Long Read

Beating Back the Bubble: A Defensive Fund Portfolio for These Times

Beating Back the Bubble: A Defensive Fund Portfolio for These Times

Spreading your bets among different sectors can help protect you in a down market.

Long Read

Gold and Silver Funds Surged. Crypto Took a Dive.

Gold and Silver Funds Surged. Crypto Took a Dive.

Miner stocks did especially well in the fourth quarter, while crypto funds plunged. The other winners.

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Here Are the Kinds of Hedge Funds That Should Perform Best in 2026

Here Are the Kinds of Hedge Funds That Should Perform Best in 2026

Long-short and global macro funds are highlighted by the experts at Evanston Capital in their new hedge fund outlook.

4 minute read

Fidelity Contrafund’s Legendary Manager Is Getting Closer to Handing It Off

Fidelity Contrafund’s Legendary Manager Is Getting Closer to Handing It Off

Will Danoff has taken on two co-managers to help him run the mammoth fund. Just don’t use the word “retirement.”

Long Read

What Is Modified Adjusted Gross Income Now? Big Beautiful Bill Creates Tax Headaches for Advisors.

What Is Modified Adjusted Gross Income Now? Big Beautiful Bill Creates Tax Headaches for Advisors.

In some statutes, muni income counts toward modified adjusted gross income, but in the One Big Beautiful Bill Act, it doesn’t.

3 minute read

Single-Stock ETFs Are Popping Up Like Mushrooms. They Might Be Just as Dangerous.

Single-Stock ETFs Are Popping Up Like Mushrooms. They Might Be Just as Dangerous.

The line between investing and gambling is blurring further as leveraged single-stock ETFs take off. Some worry that naive investors don’t know what they’re getting into.

Long Read

ETFs, Direct Indexing, and 4 More Strategies for Handling Uncle Sam

ETFs, Direct Indexing, and 4 More Strategies for Handling Uncle Sam

In an elevated market, investors need to embrace new strategies to lower taxes on portfolios.

Long Read

Global Balanced Funds That Make Sense for Right Now

Global Balanced Funds That Make Sense for Right Now

The simplest way to get overseas exposure is to buy an all-in-one global balanced fund that makes the allocation decisions for you.

Long Read

Warren Buffett Is Stepping Down. These 8 Funds Could Fill His Shoes.

Warren Buffett Is Stepping Down. These 8 Funds Could Fill His Shoes.

We searched for funds that follow the Oracle of Omaha’s time-tested investing principles.

Long Read

These Single-Country ETFs Can Hedge Your U.S. Risk

These Single-Country ETFs Can Hedge Your U.S. Risk

Single-country funds can reduce overall portfolio risk by acting differently than the S&P 500, offering diversification beyond broad international indexes.

3 minute read

Tariffs Be Damned. These Latin America Funds Are Buys.

Tariffs Be Damned. These Latin America Funds Are Buys.

Part of the rally in Latin America stock funds is currency-related. But another driver is that the stocks are exceptionally cheap.

Long Read

Gold Mining Funds Won the Third Quarter. China and Digital Assets Were Runners-Up.

Gold Mining Funds Won the Third Quarter. China and Digital Assets Were Runners-Up.

Given the S&P 500’s strong gains, it’s little wonder assets kept pouring into index funds. Actively managed ETFs also fared well.

Long Read

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