As 2026 approaches, middle-class investors face a unique set of opportunities and challenges. With economic uncertainties looming, it’s crucial to make informed investment decisions that can secure ...

As 2026 approaches, the upper class is strategically positioning their portfolios to maximize returns and preserve wealth. With a focus on diversification, long-term growth, and income generation, ...

Reclassification involves changing a mutual fund's share class without a taxable event, offering flexibility in investment strategies and potential fee reductions for investors.

Since Vanguard’s patent on the ETF share class of its mutual funds expired last year, dozens of companies have queued up with the SEC for permission to add their own ETF share classes to existing ...

My latest article in this series will focus on venture capital. Venture sits within the “growth” pillar of my portfolio construction framework, as described in my inaugural piece. Venture capital is a ...

After decades of hard work, the last thing you want is to spend your golden years stressed about every bill, cutting back on travel or worrying about whether you’ll outlive your money. Unfortunately, ...

Alternative investments provide investors an opportunity to diversify beyond traditional asset classes. One of the most common myths is that alternative investments are reserved exclusively for the ...

The SEC is opening the path for dual‑share‑class ETFs to roll out – but the wealth management industry is in no hurry to follow. Several weeks after granting Dimensional Fund Advisors approval to ...

While much ink has been spilled on spot bitcoin ETFs, there are plenty of other topics that industry watchers will be keeping an eye on in 2024. Among them are applications for ETF share classes of ...