Investment

Advisors and analysts look back on their best and worst calls, with ideas on ways retail investors should position themselves heading for the new year.

The tide has been shifting for years in an embrace of ETFs’ easier-to-trade and tax-friendly structure.

It’s hard to see how the uncertain benefits justify the effort.

Increasingly, dynamic, high-growth companies are staying private, closing off significant options for workplace retirement savers. But putting a traditional PE fund inside a 401(k) plan would bring more problems than it solves.

One upside of the Fed’s inflation fight has been a surge in the rates paid by mutual funds that invest mostly in short-term government bonds.

This year’s inflows to muni ETFs are double the average of the last three years, bringing overall holdings to $105 billion.