A few weeks ago, I argued that picking a winning active mutual fund is harder than it looks, and investors can incur hefty opportunity costs when they get it wrong. In this article, I thought I’d ...

Funds are a type of investment vehicle that allows individuals to pool their money together to invest in a diversified portfolio of assets, such as stocks, bonds, or real estate. This pooling of funds ...

Phil Huber is uniquely placed to understand the investment proposition for private assets. A wealth manager for years, he also wrote The Allocator’s Edge: A Modern Guide to Alternative Investments and ...

Private equity, the business of buying companies, fixing them up and selling them for a profit, is in a bind. The industry boomed during the era of low interest rates, when private equity firms could ...

Some private equity companies sold portfolio investments in 2025 that could have used more time to mature, but patience is in ...

On Aug. 7, President Donald Trump issued a directive that is supposed to make us all richer. The goal is to make it easier for “alternative assets” like private equity to be included in 401(k) and ...

President Trump has signed an executive order that could pave the way for the use of private equity (PE) and alternative assets in retirement savings accounts. The change could impact the millions ...

Private equity is knocking on the doors of your 401(k), dressed up in slick marketing and lower investment minimums. Supposedly, it’s a breakthrough – “democratizing” returns once exclusive to ...