Guide to Wealth


Here Are the Alternative Investments Money Pros Like Now

Investments that zig when stocks and bonds zag have exploded in popularity. Investment advisors share their favorites, as well as some to avoid.

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Does Your Retirement Plan Own a Piece of Your Favorite Football Team?

The NFL loosened ownership rules in 2024. Private-equity firms and institutions like pension funds are now trying to get a piece of the action.

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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.

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What the Heck Is an Evergreen Fund?

These newfangled funds offer individual investors access to investments that were once primarily the domain of institutional investors.

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New Ways to Minimize Taxes on Your Investments—and Why It’s Especially Important Now

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

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Tax Rules Are Changing. What to Do Before Year End.

Your guide to changes that are part of the One Big Beautiful Bill Act, which passed in July.

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Here’s How to Tame the Tax Tiger This Year

From strategic charitable giving to well-timed Roth conversions to fully exploiting health savings accounts’ potential, financial pros share ways to significantly lower your tax bill.

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New Trump Tax Breaks, With a Catch

Here are new deductions, effective this year, that eligible taxpayers can use even if they claim the standard deduction.

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When Wealth Triggers Worry: Advisors Explain Clients’ Biggest Financial Fears

From family squabbles to inflation and FOMO, advisors reveal the frights that keep their wealthy clients up at night, and how they try to help.

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Your Emotions Can Throw You Off Your Investing Game. A Vanguard Pro Explains How.

The head of investor research at the fund giant outlines how early market experiences can shape investors’ risk tolerance.

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How One Investor Came Back After Losing a Fortune

Victor Haghani shares the investing lessons he learned after the hedge fund he co-founded, Long-Term Capital Management, collapsed.

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Worried About the Market? 5 Big Risks and How to Hedge Them.

As the market hits new highs, some investors are losing faith. What to do to ease your fears.

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Politics-Based Investing Sounds Smart. But These Strategies Work Better.

Investors should pay attention to where the government is spending our tax dollars, but that doesn’t mean chasing returns based on political movements.

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Investment Pros: Here’s How We’re Navigating Trump 2.0

Investment advisors weigh in with the market moves they are making in the trade-war era.

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Your Portfolio May Need Some International Flair. Here’s How to Add It.

Global diversification is working this year and could continue to do so for years to come.

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