Annuities

Growth stocks — equities that are expected to grow revenues faster than their average peers —have largely dominated markets over the past decade. But recent stock market volatility and fears of a recession have some investors turning from these generally riskier equities to value stocks. Should you? Here’s what you need to know. Fundamentally sound, but undervalued The goal of value investing is to identify companies whose stock prices don’t currently reflect what the investor considers their v

By spreading investments among asset classes, sectors, geographical areas or other criteria, investors are more likely to own securities that perform differently under different market conditions, which generally reduces overall risk.

There are so many considerations that go into buying a particular security or applying an investment strategy that it’s easy to forget or forgo tax efficiency. But for high-net-worth investors, some investments can generally help reduce tax exposure.