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Handful of mutual funds set up for big capital gains distributions

November 4, 2016

So far, 2016 doesn't look like a year in which investors will be hit hard with mutual fund capital gains distributions. But there are some noteworthy standouts. A “handful of doozies.” The official word from Wells Fargo is that the SEC is...

BlackRock banks on cheaper ETFs

November 2, 2016

BlackRock's ETF price cut is proving to be an out-of-the-gate winner, according to the latest asset flows. The lowest-cost ETFs attract $5B Bank stocks are being singled out as most vulnerable in this election cycle. Bank stocks and the polls....

Fresh FBI investigation of Hillary Clinton sets the markets on edge

October 31, 2016

It could be the ultimate October surprise. A new investigation of Hillary Clinton has set the stock market on edge. The awkward Anthony Weiner connection. Victims of Bernie Madoff see some payback as the estate of deceased money manager Stanley...

Why performance-chasing investors will love the new 5-year rolling averages

October 27, 2016

Investors are constantly reminded to not base future investments on past returns, but the fact that most still do could provide a boost for the markets, according to Jeffrey Kleintop, chief global investment strategist at Charles Schwab & Co....

IRA investors may disappear from IPOs

October 27, 2016

Investors are speculating whether Snapchat will make an initial public offering of its stock next year, but investors with individual retirement accounts should be concerned that the Department of Labor's new fiduciary rule will not allow them...

Despite the temptation, an all-stock portfolio is crazy

October 24, 2016

In case you needed another reason to diversify beyond just the roaring ride of an all-stock portfolio. Rarely is an investor able to stomach the full ride. Believe it or not, investors are increasing their bets on higher interest rates. Sensing...

Investopedia Anxiety Index a step ahead of the VIX?

October 24, 2016

In what could represent a new twist on investment crowdsourcing, the financial encyclopedia website Investopedia has started measuring online searches as a way to forecast activity in the financial markets. Based on some relatively condensed...

American Funds files for new share class to cut fund expense ratios

October 21, 2016

In the latest example of the impact of the Department of Labor's fiduciary rule, American Funds has filed with the Securities and Exchange Commission to create a stripped-down mutual fund share class. The new F3 shares will be free of commission,...

Eaton Vance to buy Calvert Investments

October 21, 2016

Eaton Vance (EV) announced Friday that it would acquire Calvert Investment Management, the $12.3 billion Bethesda, Maryland, social investment manager, for an undisclosed sum. Calvert, one of the first fund complexes to concentrate on environmental,...

A pricey stock market may get pricier

October 20, 2016

Yes, stocks are expensive, get used to it, says one gutsy analyst. Multiples could expand further. The simple and straight forward investing approach applied by Warren Buffett might not be for everyone. Harder than it looks. In honor of the...

Morningstar to create new style box for liquid alt funds

October 20, 2016

Morningstar is moving financial advisers a step closer to cutting through the fog of alternative-strategy mutual funds by creating a fresh set of style boxes just for liquid alternative funds. The new style boxes, which are still under construction,...

Follow the last presidential debate with InvestmentNews #INDebate16

October 19, 2016

The final debate between presidential candidates Hillary Clinton and Donald Trump kicks off at 9 p.m. ET Wednesday at the University of Nevada in Las Vegas. As Ms. Clinton and Mr. Trump square off again, financial advisers will be listening...

Prudential Investments joins the fee-cut bandwagon

October 18, 2016

Prudential Investments has become the latest asset manager to jump on the lower-fees bandwagon, which is gaining momentum stemming from the release of the Department of Labor's new fiduciary rule last spring. Prudential announced fee cuts for...

Financial wisdom from Deepak Chopra

October 14, 2016

Deepak Chopra is getting into the financial advice business, sort of. “If people ignore their well-being, they're going to have a financial crisis.” The cross-continental merger between Janus Capital and Henderson Global is said to be all...

REIT investors brace for a December rate hike

October 13, 2016

A solid run for the real estate category this year, boosted by it becoming an eleventh sector of the S&P 500 Index, has lost some steam recently amid fresh concerns of a December interest rate hike. While most market watchers say such short-term...

Financial advisers miss the mark by measuring alternative investments against stock market

October 12, 2016

There are plenty of reasons for financial advisers to be leery of alternative investments, but most of them are related to a lack of understanding and comparisons to the wrong kinds of benchmarks. In the wake of an unprecedented bull market...

Stock market falls into earnings season

October 12, 2016

Earnings season kicks off with a little stock market selloff. Just enough of a dip to keep us on our toes, but not enough to keep us up at night. “You are coming up against very low expectations.” The price of gold is signaling an increased...

Viewing a recession threat through rose-colored glasses

October 11, 2016

Good news for those worried about all the goods stockpiled by U.S. wholesalers, because Bank of America Corp. says it isn't a recession indicator. The reason, it's different this time. Sound familiar? Contrasting optimism. Warren Buffett takes...

Small-cap stocks have more room to run

October 10, 2016

Despite the run-up by small-cap stocks this year, the longer-term view still favors smaller company stocks over larger companies, according to some market watchers. Small-cap growth funds tracked by Morningstar gained an average of 6.6% since...

Fidelity's billionaire Johnson family vs. the average investor

October 6, 2016

Fidelity Investment's private venture capital business gets called out for lining the pockets of the company's close-knit ownership circle at the expense of ordinary mutual fund shareholders. The Johnson clan gets richer. In the race to the...

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