Mutual Funds

Falling valuations mean that future expected returns are higher.

US fund clients withdrew a net $5.1 billion in the final three months of 2023, according to a fresh analysis by Morningstar Inc.

Chuck Cooper III, advisor and managing partner at Lee’s Summit, Mo.-based StrongBox Wealth, provides a peek inside the $400 million RIA’s stock picking strategy within its high conviction, conservative growth model portfolio.

Advisor use of separately-managed accounts as standalone programs and part of unified managed accounts will soon exceed $2 trillion in assets, the research firm found.

Retail investors have been piling into money funds since the Federal Reserve began one of the most-aggressive tightening cycles in decades in 2022.

Strategic tax-loss harvesting can improve a portfolio’s after-tax returns and offset ordinary income.

Devon Drew is the CEO at AssetLink.

The complex, long-term nature of sustainable investing makes it inherently an active management discipline.