Learn the 10 key rules for smart fund selection — from evaluating performance and fees to understanding risks. A guide for investors and portfolio managers to choose funds with confidence.

U.S. tariffs rising to 23% on April 5–9 may fuel global trade tensions, spark market volatility, and test investor resilience amid economic uncertainty.

Explore the Small Cap premium with Gary Quinzel in this Investment Management Foundations episode. Learn why Small Cap stocks have underperformed and what it means for investors.

By Dom DiFurio  Domenico Fornas // Shutterstock 

Kickstart your financial journey with a clear action plan. Learn how to assess your net worth, organize key documents, and prepare for a secure future with expert guidance in this first step of a 3-part financial planning series.

Learn the differences between bull and bear markets, corrections, and pullbacks. Understand market cycles and how to prepare your portfolio for volatility.

Discover the types of bear markets, why recent volatility may not be as alarming as headlines suggest, and reasons for long-term investor optimism.

Inflation is rising—how does it impact your investments and financial plan? Learn what causes inflation, how it affects different assets, and what history teaches us about managing inflation risk.

Explore how the Russia-Ukraine conflict, inflation fears, and rising rates impacted markets in February 2022. Get insights on equities, bonds, and Fed policy outlook.

Learn best practices for running a retirement plan investment committee—from meeting structure and investment reviews to fee benchmarking and regulatory compliance.