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Fact checked by Katie Reilly primeimages/Getty Images Millennials and Gen Zers have entered the world of investing with a tech-first mindset, as 41% of both generations say they would entrust an AI assistant to manage their investments—nearly three times the rate of Baby Boomers. From sleek AI-enabled robo-advisors to the stock-picking prowess of AI-powered exchange-traded funds…
Fact checked by Katie Reilly Robert Nickelsberg / Getty Images For years, the S&P 500 has been the most important benchmark for mainstream U.S. investing. But in a move that is turning heads on Wall Street and beyond, the index now includes Coinbase Global, Inc. (COIN) as its first crypto-native member. If you invest in an S&P…
Reviewed by JeFreda R. BrownFact checked by Michael Rosenston Fidelity Investments is one of the biggest and best-known asset management companies in the world. Launched in 1946, the company holds $5.9 trillion in assets under management (AUM) and $15.0 trillion in assets under administration on their platform as of March 31, 2025, and offers mutual…
Fact checked by Hans Daniel JaspersonReviewed by Charles Potters The term “going public” refers to a private company’s initial public offering (IPO) when it moves to a publicly traded and owned entity. Businesses usually go public to raise capital in hopes of expanding. Venture capitalists may also use IPOs as an exit strategy to reap their investment…
Fact checked by Daniel RathburnReviewed by Thomas J. Catalano Debt Market vs. Equity Market: An Overview Debt and equity are broad terms for two categories of investments. The debt (or bond) market is where loan assets are bought and sold. There’s no single physical exchange for bonds. Transactions are mainly made between brokers, large institutions,…
Fact checked by Suzanne Kvilhaug Eliot Wyatt / Investopedia A too-conservative portfolio may fall short of funding your desired retirement lifestyle, especially during early market downturns or high inflation. Many retirees adopt a conservative investment strategy to help ensure they have enough income to support themselves. The “100 minus age” rule, a popular guideline, suggests…
Reviewed by Charles PottersFact checked by Yarilet Perez Getty Images, Chris Hondros / Staff Capital Gains vs. Dividend Income: An Overview Both capital gains and dividend income are sources of profit for shareholders and create potential tax liabilities for investors. Here’s a look at the differences and what they mean in terms of investments and…
Fact checked by Vikki Velasquez Eliot Wyatt / Investopedia Keeping portfolios balanced across asset classes helps reduce risk during market swings. If you’ve ever opened your investment account and seen that your asset allocation differs from what you previously set, know this is normal. Over time, market movements naturally shift your asset mix, and the…
Reviewed by Lea D. UraduFact checked by Amanda Bellucco-Chatham Real estate investment trusts (REITs) are a key consideration when constructing any equity or fixed-income portfolio. They can provide added diversification, potentially higher total returns, and/or lower overall risk. In short, their ability to generate dividend income along with capital appreciation makes them an excellent counterbalance…
