Kate Stalter

Your portfolio's bond allocation depends on factors such as age, risk tolerance and market conditions.

Cryptocurrencies are gaining momentum, but advisors remain cautious about integrating digital assets into client portfolios.

Consumers and investors interested in eco-friendly products, including investment funds, should watch out for a practice called “greenwashing.“Greenwashing happens when a company falsely presents itself as environmentally friendly to capitalize on the growing demand for sustainable options.This tactic often involves exaggerating environmental benefits, hiding harmful practices, or violating principles of environmental, social and governance, or ESG, investing.Here’s what you need to know about g…

A self-directed IRA can make sense in some situations, but investors must also understand the drawbacks.

Advisors have various approaches to rebalancing, and not all are calendar-based.

More families covered by employer-sponsored plans will be eligible for ACA subsidies.

Most investors should hold some cash, depending on risk tolerance and short-term needs.

These resources help advisors and asset managers assess stocks, bonds and funds for client portfolios.

It’s still early, but certain investments are poised to benefit from the new law’s tax incentives.

Clients may wish to use ESG investing to support their values, but they’ll need all the facts first.

Options and inverse ETFs can complement dividend stocks in client accounts.

While options can help preserve and grow account value, investors must use caution.

With bonds and stocks trending lower at the same time, the classic 60/40 portfolio may not fit market conditions.

Further congressional action may result in even more modifications, advisors warn.

Going forward, stretched valuations and more inflation may impact investor accounts.

Advisors often use active style in taxable accounts to reduce the impact of capital gains.

Available tools include online meetings, vaccines and masks for in-office personnel.

Once approved, Bitcoin ETFs could provide a tool for investors to access this buzzy asset class.

One investment firm, long critical of ETFs, is converting some mutual funds and launching new ETFs.

For career changers and those desiring flexibility, freelancing meets their needs.