Low-Volatility ETFs May Help Clients Meet Retirement Goals

These transparent, lower-fee vehicles offer a potential way to capture equity appreciation without boosting risk.

Investors Turn To ETFs As Recession Fears Knock Down Meme Stocks

Retail investors are doubling down on ETFs as rising interest rates and volatile markets curb their appetite for risky assets.

New ETFs Turn the Funds’ Virtue of Low Risk on Its Head

Since midsummer, a number of ETFs built around owning a single stock have emerged. It's that simplicity that worries investment experts.

Is it Time to Rebalance After the 3rd Quarter Dichotomy?

Many investors may now be underweighted by more than 10% in equities relative to their strategic allocation. 

Tax-Loss Harvesting: It’s Not Too Early

The markets and interest-rate environment are ripe for this strategy and there’s no need to wait until-year end. (By Christopher Baccella)

Single-Stock ETFs: A Fool’s Game?

They’re catching on, particularly in these markets. But they won’t be right for most of your clients.

Closing of JP Morgan Indexed ETFs No Cause for Alarm

Many fund companies known for touting active management but stuck their feet in the water with ETFs will likely follow suit.

Constructing Investment Portfolios for Retirees

This three-step process requires two different sets of building blocks. (By Frank Smith)

U.S. High-Yield Bond Funds Draw Cash As Recession Fears Ebb

U.S high-yield bond funds are attracting heavy investments, a turnaround from the selloffs of the first half of this year.

The Many Faces of QQQ

Since its game-changing launch in 1999, the QQQ spawned many other ETFs, but are they as good for clients interested in tech stocks?

Latest News

One Product Powers Annuity Sales to New Records

Total annuity sales surged to $310.6 billion last year, a 22% increase from 2021 results and 17% higher than the record set in 2008.

Wealth Taxes Have Unexpected Consequences

A new paper finds they encourage companies to raise dividends so executives have the funds to cover wealth taxes.

Advisor Clients More Nervous About Financial Futures, Survey Finds

They are more likely to say they will continue to work and are less confident about their financial futures, a Nationwide survey finds.

WalletHub Release 2023 Best and Worst States to Retire

The ranking looked at 47 metrics related to affordability, quality of life and health care.

Heard of Magna, Utah? Clients’ Kids Might Want to Buy a Home There

A new ranking identifies the best markets for first-time home buyers.

Real Estate Sector Expected to Outperform

According to a new report, one sector of real estate is continuing to break records despite rising interest rates.