When planning your long-term portfolio, look for uncorrelated assets to help achieve a balanced approach and diversification, financial pros suggest.
Advisors say the recent federal tax code reform helps businesses by reducing corporate rates and may present opportunity to individuals to “re-think” their tax strategies.
Inflation is expected to increase gradually over time, but a sudden spike could have negative impact on investors, financial professionals say.
Stocks began 2018 with a strong start and conditions appear favorable, but a pullback wouldn’t be surprising, financial professionals say.
Tax specialist Steven Siegel of The Siegel Group suggests ideas for those in or near retirement when considering their 2018 federal income taxes.
Prospects for closed-end funds remain “fairly strong” in 2018, says Alex Reiss of Stifel, who anticipates a potential increase in new issuance.
Looking back, closed-end funds generally had a “strong” year in 2017, benefiting investors, says analyst Alex Reiss of Stifel.
Energy-related Master Limited Partnerships, or MLPs, have faced challenges despite relatively stable prices in recent months, says Jesse Dashefsky of Morningstar.
US equities may continue their “good run” and the healthcare sector in particular may present opportunity to investors, says Travis Miller of Morningstar.
While the fixed income market has been relatively stable, it’s important to “know what you own” before potential volatility strikes, says Emory Zink of Morningstar.