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A case of disappearing shares

March 22, 2017

Client shares parked at the Depository Trust & Clearing Corp. may not be as safe as you think. It's not that the threat is coming from potential theft of the shares. The problem is that the DTCC "sometimes can't keep pace," of them, according...

Post-election confidence leads to gains for domestic stock funds

March 3, 2017

This may no longer be the most hated bull market in history. The Standard & Poor's 500 stock index has roared to a 22.5% gain the past 12 months, yet investors have yanked an estimated $2.4 billion from domestic mutual fund and ETFs during that...

Markets looking for policy details in Trump's speech

February 27, 2017

Donald Trump's address to Congress on Tuesday is taking on the importance of a State of the Union speech when it comes to U.S. financial markets. For investors relying on more than a year of campaign promises of a pro-growth agenda to push U.S....

Why the calendar is making some advisers look smarter than they really are

February 8, 2017

If you want to prove your genius to clients, today would be a good day, provided you use the most recent 12-month figures available to you. While it may seem like a distant, dark memory, the first part of 2016 was awful. The Standard & Poor's...

Dow sails past 20,000

January 25, 2017

Thinking too hard about investing doesn't get you anywhere, wrote Jesse Livermore, legendary trader of the Roaring '20s. To make the really big money, you just need to “be right and sit tight.” Rarely has Mr. Livermore's advice been harder...

When it comes to investment returns, not all robos measure up

January 25, 2017

Just as no two financial advisory firms will provide a client the same results when it comes to investment performance, robo advisers vary greatly in performance for investors, a new analysis finds. Seeking to illustrate that the assumptions...

Dow at 20,000 — is it time to double down or pull out?

January 25, 2017

Dow 20,000 — it's the talk of Wall Street and maybe even worth a tweet from the president. But what's it mean to professional investors? Mostly a call for caution, it turns out. The Dow Jones Industrial Average's taking out of the latest round-number...

Fred Alger Management scoops up Boston-based asset manager

January 18, 2017

Alger Associates, the parent company of Fred Alger Management, is acquiring Weatherbie Capital, a Boston-based registered investment adviser with $800 million under management. The deal, expected to close in March, represents Alger's first acquisition...

Even top notch firms feel sting from fickle investors

January 12, 2017

William Nygren has succeeded at a difficult task: picking stocks to deliver market-beating returns over long stretches of time. Both his $16.5 billion Oakmark Fund and his $5.6 billion Oakmark Select Fund have topped the S&P 500 by an annual...

Cyberattack threats to nation's utilities pose credit risk for investors

January 9, 2017

Utility stocks and bonds, long a safe haven for income investors, are increasingly risky investments because of cyberwarfare threats, according to Moody's Investors Services. The December attack on the electric department in Burlington, Vt.,...

How the biggest stock funds performed in 2016

December 29, 2016

For a year that started with a 10.5% decline in the Standard and Poor’s 500 stock index, 2016 turned out pretty darn good for most investors, with the S&P 500 recording a 13.43% gain. Morningstar’s database has 14 U.S. diversified, open-ended...

Stocks versus bonds: Which best help meet retirement goals?

December 22, 2016

At a conference hosted by Boston University in 2006, Nobel Prize-winning economist Paul A. Samuelson asked the audience whether personal finance was an exact science. He answered his own question with remarkable wit and wisdom: “Of course,...

Piling up returns like Warren Buffett and George Soros might be easier than you think

December 7, 2016

What do George Soros, Warren Buffett and a computer have in common? Turns out, a lot. At least that's the view of AQR Capital Management, the program-driven investment firm whose founders made their names finding the math behind investment success....

Small-cap value funds crush their large-cap brethren

December 1, 2016

Small-cap value funds have soared 21.37% this year, vs. 2.66% for large-company growth funds, one of the largest disparities between U.S. diversified stock funds in recent memory. The biggest single factor: The election of Donald J. Trump to...

Alternative strategies fight index investors while longing for a 'black swan' event

November 17, 2016

Ever since the 2008 financial crisis, when virtually every asset class morphed toward a suddenly singular correlation of declines, the case for diversifying into alternative investments has sounded logical. But, also ever since the financial...

Donald Trump's transition team says scrapping Dodd-Frank is job one

November 11, 2016

On Day 2 as president-elect, the Donald Trump transition team is already talking about tearing apart Dodd-Frank. This will not sit well with Elizabeth Warren. With Donald Trump at the helm some ETFs will stand out in the crowd. GLD, IGF, RSX,...

Leveraging portfolios to take advantage of Donald Trump's policies

November 10, 2016

Protests in the streets and emotional outbursts notwithstanding, the craziest presidential election in modern history has officially come and gone. What we're left with, at least from a financial services perspective, is the immediate, near-,...

Election over, advisers plan their next moves with clients

November 9, 2016

The nation's financial advisers woke to an unexpected president-elect Donald Trump on Wednesday and a full to-do list: Console. Buy. Sell. Many planners have spent the last several months trying to convince clients that their portfolios were...

How the bond market braced for the election

November 9, 2016

How the bond market braced for a Trump surprise while anticipating a Clinton dud. “The election event risk is asymmetric.” The stock market might have enjoyed a nice rally leading up to yesterday's election, but don't use that as any kind...

Advisers brace for the transition toward a President Trump

November 9, 2016

Financial advisers, normally known for preaching calm in times of market stress, are already looking past any short-term volatility following the election of Donald Trump to focus on areas of opportunity. “I think the Republican-led government...

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