Talk of a recession is once again dominating the headlines. The latest job report has just been released, showing a weaker than expected February print. Payrolls declined by 92,000 jobs and the ...

In taxable accounts, selling investments to rebalance can trigger capital gains taxes. Expat investors need to weigh the benefits of rebalancing against these potential costs. Techniques like tax-loss ...

Multi-strategy hedge funds have become increasingly important to institutional alternative allocations. In 2025, almost half of new hedge fund flows on my firm’s platform were allocated to ...

Reaching a $1,000,000 portfolio is a significant milestone that opens up a range of retirement income strategies. With the right approach, this level of wealth can provide a sustainable income stream ...

Unfortunately, that's only one year. The long-term data shows that active managers have a pretty miserable record of staying ...

Oliver Renick (Chicago: Future of Finance) and Cullen Roche (Discipline Funds) talk about how investing is changing and how ...

The 60/40 portfolio remains viable for moderate risk investors despite 2022 challenges when stocks and bonds both declined ...

Discover how investment objectives help tailor portfolios according to an investor’s time horizon, risk tolerance, and financial situation.

Portfolio management is the process of selecting and overseeing investments that match a client's long‑term goals and risk tolerance. As an advisor, your daily tasks often include designing and ...

Discover expert strategies to navigate Bitcoin's volatility following its record high and ensure your portfolio stays resilient amidst market changes.

NEW HAVEN, Conn. (WTNH) – “CT BUZZ” Host Natasha Lubczenko welcomed back financial professionals Michael Lehrhaupt, President, and Laura Lehrhaupt, Vice President, of Strategies for Wealth Management ...

In Q4, the Lazard Opportunistic Strategies Portfolio’s Institutional Shares and Open Shares gained 1.65% and 1.59%, ...