Investment

Up until this month, analysts at Morningstar have noticed a divergence between individual investors, who have been gung ho for bonds, and money managers, who have mostly been bullish on equities—and bearish on bonds.

This time of year, Charles Zhang, an independent advisor with Zhang Financial, is typically bombarded with holiday gifts from mutual fund wholesalers. But that’s not the case this season. According to Zhang, the Christmas gifts as well as...

In the aftermath of the financial crisis, asset managers have been busy rolling out new alternative products specifically designed for non-accredited investors. According to Morningstar data, there were 29 distinct alternative strategy mutual...

For those who advise clients on tax and other financial issues, the final weeks of the year are always a time for careful planning and action. This year is no exception. What makes this year different, however, is the level of uncertainty that...

Over the past few years, financial advisors, estate planners and investors seeking a source of regular income have become increasingly aware of the benefits of master limited partnerships (MLPs). MLPs are limited partnerships that are traded on...