Investments

Amid high interest rates, publicly traded real estate investment trusts have been pummeled the last two years. Analysts meanwhile think their private cousins are in for further correction.

For clients who care about social impact in their portfolios or financial plans, this relatively young designation can help an advisor deliver more value.

Without inflation adjustments to income and net worth criteria, the number of people who qualify to put their money into sophisticated and risky investments has skyrocketed.

A 25-year-old engineer is already saving and investing for his future. Should he divert some of those funds to cover a down payment?

Finance gurus see the coming 12 months as a time to dilute concentrations in cash and large firms' stock and consider emerging markets and small caps.

Technology helps financial advisors unlock much more value by being able to switch up clients' buckets of investments at any time throughout the year.

The year saw both progress and problems, from glitches in the Inflation Reduction Act to a controversial new rule for advisors.

It's a complicated choice, but tax alpha and customization shouldn't play that big of a role. On the other hand, the ability to have a solid partnership should.

Industry watchdogs weren't concerned only about hot topics like artificial intelligence and cybersecurity but also remote work policies and the ability of brokers to clear their names.

The real estate sector has been rocky in recent years. But for those investors willing to ride out the ups and downs, these 20 funds have paid off.