For decades, hedge fund style strategies have been used almost exclusively by wealthiest investors. Here’s how regular investors can use similar tactics. Read more
The rise of ETFs has been meteoric, and passive investing has been huge since the crisis. However, as a whole, passive has barely made a dent on active funds. Read more
As consumers, we’re used to approaching buying decisions in a certain way. However, it turns out that process makes little sense for picking investments. Read more
Fees are a silent killer that slowly erodes the value of a portfolio. Instead, it lines the pockets of brokers, fund managers, and big name Wall Street firms. Read more
This infographic breaks down investment flows into funds (mutual funds, ETFs, etc.) over the course of 2018 to show how and when investors changed strategies. Read more
In 2020, approximately 55% of Americans owned some form of stock. That’s 5 percentage points lower than U.S. stock ownership in 2000. Read more
From ETFs to private equity funds, we show the top investments that financial advisors used with their clients over 2023. Read more
Buy and hold remains the most popular investing strategy across generations, with Baby Boomers relying on this strategy the most. Read more