May 9, 2024
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Finance

Barron’s 100 Most Influential Women in U.S. Finance: Alesia Haas

  • March 21, 2024

Coinbase Global’s stock has almost quadrupled since its chief financial officer was profiled here in 2023. That Alesia Haas’ strategy has been consistent speaks volumes more than the share price. Having steered the broker through a prolonged Bitcoin bear market, Haas, 47, is now riding the rally that has picked up since the Securities and

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Funds

Retired Investors Can Benefit From Actively Managed Funds. It’s All in the Timing.

  • March 8, 2024

Many advisors are turning away from mutual funds in favor of exchange-traded funds and separately managed accounts to build client portfolios. But not Jeff Leonard, founder and managing partner of Leonard & Martens, a 25-year-old Anchorage, Alaska, practice under the Raymond James umbrella with $1.2 billion in assets under management. Leonard has tried SMAs and

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Funds

The Right Balanced Fund Can Carry Your Portfolio. Where to Find It.

  • January 5, 2024

One fund to solve all your problems—it’s the dream of every investor who wants the simple life. But for all except aggressive investors with 100% in stocks, it was largely impossible until recently, with interest rates close to 0% before 2022, which rendered the bond portion of any balanced or allocation fund invested in both

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