Imagine a friend who’s just opened their first investment account. They’ve bought index funds and now wonder, “Should I add some crypto?” That’s the core question of this guide, how to mix digital ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

Virtus Diversified Income & Convertible Fund offers a hybrid portfolio with a focus on convertibles but also incorporating equities, and high-yield bonds. The fund's 9.65% distribution yield will need ...

ZTR remains attractively valued, trading at a historical discount despite recent narrowing since our last update. The fund's hybrid approach—utilities, infrastructure equities, and high-quality fixed ...

That shift changes the picture for financial advisors. If digital assets are now alongside core holdings in the same accounts, the question is when, how, and to what extent they belong in a client’s ...