As 2026 approaches, middle-class investors face a unique set of opportunities and challenges. With economic uncertainties looming, it’s crucial to make informed investment decisions that can secure ...

Being "upper class" often means not being forced to rely on financing major purchases like real estate, cars, and various ...

The historical average investment return by asset class for the last 40 years might surprise you. You have many options when choosing a vehicle for your investment dollars and it's important to ...

My latest article in this series will focus on venture capital. Venture sits within the “growth” pillar of my portfolio construction framework, as described in my inaugural piece. Venture capital is a ...

Since Vanguard’s patent on the ETF share class of its mutual funds expired last year, dozens of companies have queued up with the SEC for permission to add their own ETF share classes to existing ...

Over the last two decades, there has been a significant appreciation in the value of many whiskies. This phenomenon has been particularly true of Scotch and Japanese whiskies and, to a lesser extent, ...

NEW YORK--(BUSINESS WIRE)--Leading alternative investment firms Investcorp and Corsair Capital (“Corsair”) announced today Investcorp’s entry into the global infrastructure investment asset class with ...

Investors can benefit from two new classes of principal protected investments that can generate potential returns based on the performance of Elliott & mutual funds. Bank of Montreal Manulife ...

While recent economic data has pointed to a slowly improving labor market, there remains a large degree of uncertainty about the stability of the U.S. economy. Traditionally, investors have sought out ...

Middle-class Americans remain the largest income group in the United States, but their share of the overall population is shrinking. In 2023, 51% of Americans lived in middle-class households, ...