Investing Strategies

OP-ED | Advisor Upside

Bonds Get a Bad Wrap. But They Thrived During Their ‘Great Depression’ of 2022.

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Previous bond declines mean clients can now earn an expected return above inflation.

4 min read

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Advisor Upside

Can Gold Help Weather a Downturn? Maybe

The precious metal has been riding high lately as equities have taken a tumble after the Trump administration’s sweeping tariffs.

1 min read
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Advisor Upside

Dual-Share Classes Are Coming. Why It Matters.

More than 50 asset managers have asked the Securities and Exchange Commission for permission to create dual share classes of mutual funds.

3 min read
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Advisor Upside

Rob Arnott on Deep Value and ‘Running Towards Lions’

The founder of Research Affiliates said serving clients means helping them not do incredibly stupid things.

3 min read

Advisor Upside

Why Investors May Get ‘Hot-Blooded’ for Foreign Investments

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It doesn’t pay to be “Cold as Ice” toward international stocks and bonds, according to advisors.

4 min read

Advisor Upside

Advisors Navigate Choppy Waters after Trump Tariffs

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Wealth managers are sifting through the rhetoric and focusing on financial planning.

2 min read

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Advisor Upside

Will Advisors Embrace ‘Breakthrough’ Private ETF From State Street, Apollo?

Many advisors say they’re not ready to trade in tried-and-true index funds for private credit funds.

2 min read
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OP-ED | Advisor Upside

7 Deadly Investing Sins Clients Make

Never underestimate the all-too-human instinct to believe anything we want.

5 min read
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Advisor Upside

Advisors’ Crypto Concerns Return After Record $1.5B Heist

The Bybit cyberattack is dredging up familiar questions about the suitability of digital assets inside client portfolios.

2 min read

Advisor Upside

New ‘MAGA 7’ ETF Looks to Tap Conservative Policies

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Defiance ETFs filed for an active fund that will track stocks expected to benefit from President Donald Trump’s administration.

2 min read

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Advisor Upside

Advisors Want In on Private Credit. Should They?

The next frontier for private credit may be the mass market where fund managers are launching new products, like exchange-traded funds.

3 min read
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Advisor Upside

Buffer ETFs Cost Clients More Than You Think: Vanguard

A Vanguard report found buffer funds exhibit a negative skew in returns over time, leaving plenty of money on the table.

2 min read
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Advisor Upside

ETF Issuers Scamper to File for Altcoins Funds

Advisors are bearish on crypto, but alternative coin ETFs may not be the products they’re looking for, experts said.

2 min read

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