Build a 6.86%-yield 60/40-like portfolio with CEFs/ETFs that beat the standard mix since 2008. Read the full analysis here.

VIG is a strong buy as its PEGY and yield spread vs. VYM hit a 10-year high, signaling a growth discount and is a low-fee buy ...

“There needs to be an evolution away from this being indexed only.” ...

The last time Vanguard made a change to the investment strategy of its flagship target-date series, Barack Obama was in his ...

Most retirees parked cash in high-yield savings accounts or CDs when rates climbed. That made sense in 2023. In early 2026, ...

But while the growth stock-led S&P 500 has hit new all-time highs, many other stocks have been left in the dust. Analysts at ...

Retirees often downshift to lower-risk investments, but vehicles like savings accounts, bonds and certificates of deposit (CDs) can play a role even for younger investors, or those approaching ...

However, once again the threat of disruption from low-cost advice never really panned out, as is exemplified by the recent ...

Fidelity is rolling out new model portfolios and an education program aimed at helping RIAs and other wealth managers add alternative investments to client accounts, as the case for exposure to ...

Fidelity Investments launched two new suites of turnkey model portfolios focused on private market investments. The multi-asset, open-architecture portfolios provide exposure to private equity, ...

Portfolio diversification might sound like a chore, but it’s worth the effort in 2026, given how dominant the artificial intelligence trade was last year. Without some smart diversification, your ...