Lewis Braham

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

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

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

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

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

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

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.

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

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

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

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

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

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

Since 2021, 145 mutual funds have converted to exchange-traded funds. There are trade-offs.

Actively managed funds tend to have an edge over indexers when it comes to investing in commodities. Here are some of their strategies.

T. Rowe Price’s David Giroux is a top-performing manager whose fund is closed to new investors. But now he’s running three other funds. See how they measure up.

The low-cost fund manager’s entry into the fray could help retail investors gain access to illiquid assets without getting gouged.

Small-cap stocks traditionally have led the market coming out of economic downturns. That hasn’t been the case since the 2008 crash.

It’s a good time to consider active funds with flexible mandates to play offense and defense amid uncertainty about the macroeconomic environment.

As the market rebounded from the Liberation Day tariffs, gold miners, crypto, and, yes, tech were among the winners.