ETFs & Mutual Funds
$770 Million UBS Team In Denver Compares CNBC To Watching Cracks In The Highway
Forbes Staff
The Willenbrock Group—led by husband-and-wife partners—starts every relationship with a planning roadmap and uses alternatives primarily to reduce volatility.
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How To Create A 3-Fund Portfolio
Making sure you set money aside for retirement regularly is hard enough. Add in the fact that investing your hard-earned money may seem complicated, and it’s easy to understand why 43% of millennials have less than $5,000 invested for retirement.
$770 Million UBS Team In Denver Compares CNBC To Watching Cracks In The Highway
The Willenbrock Group—led by husband-and-wife partners—starts every relationship with a planning roadmap and uses alternatives primarily to reduce volatility.
Forbes Staff
8 Index Funds To Consider For 2026
The S&P 500 will likely continue its growth in 2026. But after three years of robust gains, diversification will be crucial. See which index funds you should watch.
Contributor
Why Goldman Sachs Is Paying $2 Billion To Buy Bubble Protection Firm Innovator Capital
In a nod to the market’s chronic volatility, Goldman is betting that downside protection buffer ETFs will be a growth engine for its $1.6 trillion asset management arm.
ByHank Tucker,
Forbes Staff
Should You Trust The Market’s Rally?
In his regular month-end review, the Viper Report’s Tom Aspray updates the technical factors that have been bullish since November 2023 and what they are telling him now.
ByTom Aspray,
Former Contributor
Global ETF Assets Surge On 6-Years Of Consecutive Inflows
The exchange-traded fund industry hit an all-time high with global assets surging to $18.8 trillion at the end of September after 76 months of consecutive net inflows
Former Contributor
Finding Bargain Stocks In AI’s Shadow
Like other value investing dinosaurs, $35 billion Hotchkis & Wiley made its name filling its funds with cheap, unloved stocks. Here’s how manager David Green is keeping the old-school philosophy alive in a market dominated by a handful of AI giants.
Forbes Staff
Despite Plunge In Stock Price, AMSC Rides AI Market Tailwinds
AMSC's stock sank in an AI-fueled sell-off, but the company is positioned to take advantage of market tailwinds on rapidly expanding energy demand from AI/data centers
Former Contributor
How To Protect Your Portfolio With Crash-Proof ETFs
Worried about a bubble? Innovator Capital has 160 ETFs designed to let you ride the bull market with your seat belt securely fastened.
ByHank Tucker,
Forbes Staff
5 Best ETFs To Invest In 2026 For Growth And Income
Discover the 5 best ETFs to invest in 2026. These top-performing funds offer income, growth and diversification for a balanced portfolio.
ByJason Kirsch,
Contributor
A $3 Billion Wells Fargo Team That Focuses On Aging And Holds Family Webinars
The Charleston-based Roseate Group manages 300 families, focusing on next-generation education, aging-in-place strategies and hands-on portfolio management.
Forbes Staff
This $7.5 Billion Morgan Stanley Team Says Over-Concentrating In AI Is A Big Risk
With 17 team members serving 125 ultra-wealthy families, the Continuum Group blends institutional experience, in-house portfolio management and family-office service.
Forbes Staff
This $3.2 Billion Merrill Team That Is Not Rushing Into Alternatives
The Indianapolis-based Payne & Mencias Group manages money primarily with individual stocks and bonds, aiming for cash-rich, tax-efficient portfolios—and steady guidance through every cycle.
Forbes Staff
A $3.3 Billion Merrill Team Trying To Preserve Sweat Equity Wealth In Upstate New York
SiRiCa Wealth Management Group serves roughly 1,000 households and focuses on true diversification, repeatable process and client education.
Forbes Staff
Another Record-Beating Month Ahead?
The stock market survived tech earnings though new concerns surfaced. The Viper Report’s Tom Aspray looks at the monthly charts for insights on the year-end outlook.
ByTom Aspray,
Former Contributor
Oil Forecast Contrasts With Resilient Energy Stocks
The monthly technical studies for crude oil pointed to lower prices in July and the Viper Report’s Tom Aspray updates his year-end outlook for crude oil prices.
ByTom Aspray,
Former Contributor
From Signature Training To CNN Diets: How A Merrill Advisor Manages $300 Million For First Generation Wealth Creators
Nedra Agnew’s eclectic career path—from public health and foreign service to wealth management—now powers a diverse practice focused on first-generation Black family wealth.
Forbes Staff
State Street’s Chief Strategist Is ‘Uncomfortably Bullish’ Amid Lofty Valuations
Speaking at the Top Advisor Summit in Las Vegas, the chief investment strategist said stimulus, Fed rate cuts and surging profits could keep the bull market running—but warned that lofty valuations leave “a small margin for error.”
Forbes Staff
Inside Superstar Investor Cathie Wood's AI Stock-Fueled Comeback
After crashing in 2022, the Ark Innovation ETF has tripled in the last three years. Wood is confident the gains are here to stay, dismissing fears of a bubble.
ByHank Tucker,
Forbes Staff
Gold Stocks Are Supercharging This Forgotten Fund
Twenty five years ago Muhlenkamp Fund’s value driven approach landed it on the top of mutual fund performance rankings. The long tech bull market left it in the dust. A new generation is making a comeback.
Forbes Staff