Younger investors are wrong to think all assets are interchangeable. Watches and sneakers can’t compare with a traditional 60/40 portfolio.

Interval funds continue to raise cash from investors, and new managers are launching products briskly.

Four years after their debut, actively managed strategies that only periodically reveal their holdings are enduring a slow demise.

Precise index projections have never served investors well.

Vance Howard’s HCM Tactical Growth Fund has beaten 96% of its peers over the last five years with an annualized gain of 20%. 

But the pace of declines is beginning to slow down as many passive funds are already charging only a few basis points.