Making the most of tax-loss harvesting entering year-end 2018
The new tax law and the likelihood of full-year equity market gains present a wealth of opportunities for tax-efficient investing. We explore tax-loss harvesting for year-end 2018.
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What is an ETF? A closer look at how exchange-traded funds work
It's a seemingly simple question, but the fact is ETFs can often be some of the more complex investments on the market. We take a closer look at how they work and some of their unique features.Read more -
Help hedge inflation and interest-rate risk with enduring assets
After lying dormant for the last decade, inflation and interest-rate risk have risen, returning to the investment conversation. See how to prepare your portfolio.Read more -
Advisors are tilting client portfolios toward growth—and may not know it
After years of strong performance, growth stocks are playing a larger role in investor portfolios, but they're also showing up in ways that many advisors may not intend. We look at the risks going forward.Read more -
Turkey—a symptom of larger challenges for emerging markets
Is Turkey's financial meltdown a local phenomenon or a warning sign for international investors? The answer: It's both.Read more -
Consider long/short equity as the business cycle matures
Long/short equity approaches have historically outperformed during later periods of the business cycle—learn which late-cycle indicators are mounting right now.Read more -
Tech's trillion-dollar cloud
U.S. tech companies may see their brightest future in cloud services, a $1 trillion addressable market. Portfolio Manager John Boselli assesses the opportunity.Read more -
Amazon proves it's anything but overvalued
In its Q2 earnings results, Amazon showed it can still be a major disruptor. We discuss the impact of high-margin business on the e-commerce giant’s bottom line.Read more -
How to value a currency: a closer look at the opportunities in FX markets
Currency markets are an underappreciated risk—and opportunity—when it comes to international investing. We take a closer look at the factors that drive currencies' performance.Read more -
Midterm election-year markets tend to find direction in November
In any given cycle, the relationship between elections and markets is not always clear, but over time some key trends come into focus.Read more