Four months in, crypto ETFs are proving an awkward fit at Vanguard.
Long Read
The 351 ETF exchanges are increasingly popular, but they are complex and may get additional scrutiny from the IRS.
Long Read
Don’t be shocked, but the past year has been one of the best periods for renewable-energy stocks funds.
3 minute read
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
There’s a strong case for hedging your bets with alts. The question is which kind to buy.
Long Read
Convertible bond funds have beaten the S&P 500 index in recent months. Can the good times continue?
3 minute read
Hedge fund strategies have been slow to take off among ETFs. BlackRock hopes to change that with a new entry.
3 minute read
Investors want their ETFs cheap, even though researching tiny companies can be more time-consuming and expensive.
Long Read
Spreading your bets among different sectors can help protect you in a down market.
Long Read
Miner stocks did especially well in the fourth quarter, while crypto funds plunged. The other winners.
Long Read
Long-short and global macro funds are highlighted by the experts at Evanston Capital in their new hedge fund outlook.
4 minute read
Will Danoff has taken on two co-managers to help him run the mammoth fund. Just don’t use the word “retirement.”
Long Read
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
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
In an elevated market, investors need to embrace new strategies to lower taxes on portfolios.
Long Read
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
We searched for funds that follow the Oracle of Omaha’s time-tested investing principles.
Long Read
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
Part of the rally in Latin America stock funds is currency-related. But another driver is that the stocks are exceptionally cheap.
Long Read
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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