ETFs & Mutual Funds

More From ETFs & Mutual Funds

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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.

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Apr 16, 2025

Has More Chaos Stalled The Market Rally?

After a few quiet days in the stock market, some investors relaxed. The Viper Report’s Tom Aspray would not relax as he discusses some current technical warnings.

ByTom Aspray,

Contributor

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Apr 15, 2025

Rare Earths Rally With More To Come As Chinese Ban Bites

Investors are waking to the opportunities created by China’s ban on the export of rare earths but a modest uptick in share prices could be just the start

ByTim Treadgold,

Contributor

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Apr 8, 2025

‘Follow The Trend Line, Not The Headlines,’ Says This $2 Billion Merrill Advisor

With more than four decades of experience in the business, veteran advisor Mary Mullin sticks to strategies like dividend-paying stocks and private market investments in order to make sure clients have enough cash flow.

BySergei Klebnikov,

Forbes Staff

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Apr 8, 2025

This $4 Billion Morgan Stanley Advisor Urges Clients To Ignore ‘The Noise Of Markets Or Politics’

Industry veteran Kevin Peters and his team take a methodical approach to client portfolio management, favoring strategies like dividend-paying stocks and private credit.

BySergei Klebnikov,

Forbes Staff

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Apr 8, 2025

$2 Billion J.P. Morgan Advisor Likes Individual Bonds And Emphasizes Tax Efficiency For Clients

Catherine Evans combines bespoke planning and tax efficient strategies to help families navigate volatile markets.

BySergei Klebnikov,

Forbes Staff

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Apr 8, 2025

This $8 Billion UBS Advisor Stresses Understanding His Clients’ Relationship With Money

Managing expectations, especially during market dives like this current one, are key to this advisor’s success.

BySergei Klebnikov,

Forbes Staff

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Apr 6, 2025

Is It Time To Look For The New Market Leaders?

It was a week for the history books as some are worried about a 1987 crash. The Viper Report’s Tom Aspray reveals the support levels to watch and what action to take now.

ByTom Aspray,

Contributor

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Apr 4, 2025

Exclusive: Wall Street Sours On Trump

A new Forbes survey of Wall Street heavyweights shows many who supported Trump’s economic promises have abandoned him – and a vast majority disapprove of the President’s economic policies.

BySergei Klebnikov,

Forbes Staff

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Mar 30, 2025

Australia’s Rocky Economy Rescued By Another Gold Rush

Australia has not escaped the threat of increased tariffs on its exports to the U.S. but its gold mining industry is revelling in commodity market uncertainty.

ByTim Treadgold,

Contributor

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Mar 30, 2025

Can Stocks Move Higher In The Second Quarter?

Another rough week for investors and the Viper Report’s Tom Aspray updates his 2nd quarter outlook after last week’s decline with the high bearish sentiment.

ByTom Aspray,

Contributor

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Mar 18, 2025

Gold Could Be Overheating As Speculators Drive It Past Bitcoin

Gold’s red-hot run through $3000 an ounce appears to have been at the expense of another speculator’s favorite, Bitcoin.

ByTim Treadgold,

Contributor

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Mar 16, 2025

Two Stock Market Scenarios For The Month Ahead

The Viper Report’s Tom Aspray uses his over 45 years analyzing the stock market to develop two scenarios for the month ahead.

ByTom Aspray,

Contributor

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PREMIUMMar 10, 2025

As Volatility Rises And Stocks Tank, Infrastructure Emerges As Fast-Growing Alternative Investing Play

Blackstone’s top infrastructure executive, Sean Klimczak, sees opportunities in everything from data centers to toll roads.

BySergei Klebnikov,

Forbes Staff

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Feb 28, 2025

Staying With The Market’s Trend

Another wild week for stocks as bullish sentiment plunged. Tom Aspray reviews an objective, price-based major trend and shares the key end-of month data.

ByTom Aspray,

Contributor

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Feb 26, 2025

Is The Stock Market Decline That Negative?

As the uncertainty builds investors and traders turn more bearish on stocks but the deep-dive into the data by the Viper Report’s Tom Aspray could alter your perspective.

ByTom Aspray,

Contributor

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Feb 17, 2025

Peak Gold In Sight As Ukraine Peace Talks Start

Peak gold is approaching in the current cycle of rising prices for the metal and might even have arrived as Ukraine peace talks start.

ByTim Treadgold,

Contributor

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PREMIUMFeb 16, 2025

This $1.7 Billion New York City RIA Is Buying Bitcoin And Dilapidated Houses For $5,000

Lewis Altfest was one of the earliest fee-only advisors when he founded his family firm in 1983. These days he is serving his clients distressed houses, REITs and bitcoin.

BySergei Klebnikov,

Forbes Staff

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Feb 13, 2025

How To Navigate Volatile Markets

Hotter inflation numbers and rising yields increases investor uncertainty and market volatility. The Viper Report’s Tom Aspray has some ideas on navigating these markets.

ByTom Aspray,

Contributor

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Feb 5, 2025

Gold Hits An All-Time Record $2865/Oz Thanks To Central Bank Buying

Central banks stormed back into the gold market in the final three months of last year, playing a key role in the metal hitting an all-time high.

ByTim Treadgold,

Contributor