Smarter Investing

Financial Tales Portfolio co-manager recently appeared on HealthyLife’s News@7.

Outlook

Portfolio manager Carlos Seras talks taxes and investing

An overview of retirement accounts, including 401(k)s and IRAs.

Outlook

IRAs, 401(k)s and more: The alphabet soup of retirement investing

Stay diversified for the choppy waters ahead.

Strategies

Stock investors should buckle up for a bumpy ride

Portfolio manager Daniel Beckerman discusses taxes before the April 15 deadline.

Outlook

Some last-minute tax tips

Two portfolio managers on Covestor discuss tips for investing your tax refund.

Outlook

Ideas for investing your tax refund

This is a month that tested my investment skills.

Strategies

Investing lessons from the biotech rout

Some are blaming the recent weakness in U.S. stocks on the looming April 15 tax deadline.

Outlook

April 15 tax deadline may be hurting U.S. stock market

The tech-heavy Nasdaq Composite has broken a 17-month uptrend.

Strategies

Is the Nasdaq signaling another tech wreck?

Why I lightened up on Facebook and Priceline

Social media stocks face selling risk in the weeks ahead.

Strategies

Why I lightened up on Facebook and Priceline

KIPO: Finding my highest conviction idea off the beaten path

I am looking for the most attractive risk-reward opportunities in this bull market. Today, I wanted to introduce my highest conviction idea. Keating Capital (KIPO) has been my most recent addition to the Core Total Return portfolio. It’s a closed-end fund that specializes in making pre-IPO investments in emerging growth […]

Strategies

KIPO: Finding my highest conviction idea off the beaten path

Youth is not wasted on hedge funds.

Outlook

Younger hedge funds perform better: study

Spreading portfolio risk is an effective strategy in this market.

Strategies