Investing Strategies

Advisor Upside

There Are Now More PE Funds Than McDonald’s Franchises. What’s Behind the Alts Explosion?

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Private equity and venture funds now account for roughly 12% of investments in the US.

4 min read

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Advisor Upside

How the Ultra-Rich Ensure They’re Staying Ultra-Rich

Financial advisors can learn from strategies employed by the wealthiest investors to protect their assets.

4 min read
Photo via Joshua Mayo

Advisor Upside

What Will It Take to Actually Get Alts in More Portfolios?

The key to greater acceptance may be using them in more traditional products, like mutual funds and ETFs.

2 min read
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Advisor Upside

Stocks Hit Record Highs Every Three Days on Average in Q3

Advisors and clients haven’t been chasing returns, though, instead smartly choosing to stay diversified.

2 min read

Advisor Upside

When to Dump that Expensive Investment Fund

Tax-law and human behavior are complicated, but there’s a method to mitigating past investment mistakes.

5 min read

Photo via Amy Harris/Invision/AP

Advisor Upside

Is Ray Dalio’s All-Weather ETF Appropriate for a Long Summer?

In the long-running bull market, it’s not hard to make a case against risk-parity funds. But it’s harder to make one against Ray Dalio and his massive hedge-fund firm Bridgewater Associates.

2 min read
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Advisor Upside

Why ‘Throwing Darts’ in Private Markets Isn’t Enough

The opportunities to invest are expanding, but due diligence is key.

4 min read
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Advisor Upside

Advisors Rethink Cash Ahead of Rate Cuts

Advisors are taking a variety of approaches in fixed income, stocks and alternatives.

4 min read

Advisor Upside

Global Family Offices Unfettered by Military Conflicts, Recession Fears

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Allocations today have a striking resemblance to where they stood in 2023, according to new Goldman Sachs data.

2 min read

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Advisor Upside

3 Reasons to Keep Politics Out of Portfolios

Mixing politics and investing is like mixing emotions and math: It rarely adds up.

4 min read
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Advisor Upside

Index Investors May Be Losing Millions of Dollars Each Year. Here’s Why

Rules-based investments are appealing, but even index-fund investing comes with limitations.

4 min read
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Advisor Upside

What Clients Need to Know About ETFs

With assets reaching new heights, advisors need to inform clients about what exchange-traded funds can — and can’t — do.

3 min read

Advisor Upside

Workplace Retirement Plan Participants Want Private Assets. Should They?

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The hype for expanded access to alternatives is real, but are they in the best interests of clients who may not understand how they work?

2 min read

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Advisor Upside

New Investors Display Higher Risk Tolerance, Greater Confidence: Fidelity

Meanwhile, more experienced investors have a gloomier outlook and are most concerned with limiting losses.

2 min read
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Advisor Upside

Are Small Caps Set for a Comeback?

With current valuations of small cap stocks so low, this could be a classic “buy low, sell high” scenario

2 min read
Joseph Davis, Vanguard’s global chief economist and global head of the Investment Strategy Group.

Advisor Upside

Vanguard’s Joe Davis on AI and the ‘Second Half of the Chessboard’

While predicting the future of the global economy is anybody’s guess, today’s normal is unlikely to continue.

3 min read

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