Explore how accredited investors can access hedge fund opportunities, including indirect methods to capture unique returns and understand key requirements.

To find out how well a mutual fund or exchange-traded fund has performed over a certain period, you typically look at total return. That number bakes in a few assumptions. Namely, that you put a chunk ...

Are you getting the most out of your fund’s performance? Why It Matters: Over the past 10 years, the average dollar invested in US mutual funds and exchange-traded funds earned 1.2% less per year than ...

Investing in the stock market each month can be an effective way to build up your wealth over the years. There's no one right way to invest in the stock market. You can invest a big lump sum and watch ...

The US Securities and Exchange Commission is making it easier for everyday investors to access semiliquid funds like interval or tender offer funds that invest in private equity or other private funds ...

The PRISM Wealth-Building Process can help you decide on the appropriate allocation for each of your goals. This five-step process helps to create a personalized investment policy statement to guide ...

For an investor who wants to put $100 to work with ETFs and is on the fence, one more factor to consider is the fund's fee. The Dimensional small-cap value ETF's expense ratio is 0.30% per year, which ...

Investor behavior often shapes results more than markets themselves. DALBAR data reveal how emotion, volatility, and timing ...

Utility stocks have been on a roll as more people come to see them as a way to play AI’s bottomless power demand.