Hefty yields and can offset some losses when stock prices decline. But investors can pay a steep price when stocks zoom ahead.
4 minute read
The asset-weighted average expense ratio for all U.S. mutual funds and exchange-traded funds fell by just two basis points in 2024, according to Morningstar.
3 minute read
It seems time for other global markets—including the U.S.’s northern neighbor—to shine.
3 minute read
Industry researcher Cerulli Associates warns of a major fee disruption if regulators approve exchange-traded fund share classes for mutual funds.
2 minute read
Investors who ignored April’s market volatility came out OK in the end.
3 minute read
Three new ETFs will give traders more ways to make money on digital coins.
3 minute read
These exchange-traded funds offer downside protection, but you must give up a lot of upside in return.
Long Read
New data detail the exodus from some U.S. assets.
4 minute read
The SEC’s approval of Bitcoin ETFs, the Trump administration’s crypto friendliness, and a crypto advocate at the SEC are creating positive momentum for the controversial asset class.
Long Read
Make sure you have enough cash, and consider alternatives to stocks and bonds that can hold up in downturn.
4 minute read
Big Tech valuations have dropped, but companies like Shopify, Datadog, and Reddit have more attractive free cash flow yields.
3 minute read
Washington’s pro-crypto stance means expanded choice for clients and advisors looking to manage volatility and single-asset risk in portfolios.
3 minute read
The ARK Invest CEO says companies offering innovative solutions—like some of the top holdings in her funds—tend to gain traction in tough times.
3 minute read
Bond ETFs are taking in more assets as investors seek a safe haven from plunging U.S. stocks. Yet there are hidden costs to such a move.
3 minute read
During its annual reconstitution, the Schwab ETF more than doubled its exposure to energy stocks. The fund boasts a relatively high yield, but the move does increase the possibility of volatility for risk-averse investors.
4 minute read
Six of the 10 most popular fund categories were bond strategies. Investors fled large growth stocks, and crypto was a washout.
Long Read
With heightened pressure on U.S. stocks, many people are looking for alternatives. We found 14 funds that can help protect your investments.
Long Read
The market selloff will put pressure on Jerome Powell to deliver quick rate cuts, Christopher Smart writes in a guest commentary.
4 minute read
Thornburg’s Sean Sun likes high-quality growth companies with reasonable valuations and “optionality.”
Long Read
The Schwab US Dividend Equity ETF has nearly doubled its bet on energy stocks.
3 minute read