Morningstar Debuts Direct Indexing Offering

Nov 03, 2022

Direct indexing portfolios will be made available through the Morningstar Wealth Platform.

New Fund Wants to Tap ‘Extraordinary Leadership’ of Women CEOs

Nov 03, 2022

A lack of awareness of the sheer number of women CEOs in the US sparked the decision to create the fund.

The 20 ETFs with the Best Three-Year Returns

Nov 02, 2022

Oil, gas and energy ETFs posted the best returns over the last three years.

Fed Hikes Again by 75 Basis Points, Hints at Entering End Phase

Nov 02, 2022

The benchmark federal funds rate now sits at a range of 3.75% to 4%, its highest level since 2008.

Vanguard to Test Giving Retail Investors More Voting Power

Nov 02, 2022

Starting early next year, Vanguard will begin testing giving individual investors in several equity index funds more options about how their shares are voted.

Ten to Watch in 2023: Toussaint Bailey

Nov 01, 2022

Toussaint Bailey is the founder and CEO at Uplifting Capital.

Why Insurance Could Be Today’s Preferred ‘Alt’

Dec 05, 2022

With investor anxiety running high, advisors may be wise to take a fresh look at a time-tested asset that is completely uncorrelated to equities or fixed income: whole life insurance.

Got Crushed in the Market? Harvest Your Losses to Lower Your Taxes

Oct 31, 2022

Lock in some losses in your investment portfolio and you can spread the savings out for years to come.