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EQUITIES NOV 30, 2014
How to make good use of long-term capital gains

With stocks up sharply since 2009, a lot of people have long-term capital gains in taxable portfolios and can make cost-effective tax moves by donating appreciated stock.

EQUITIES NOV 30, 2014
After November gains, stocks expected to slip as oil prices extend decline

Investors focusing on retail sales numbers after Black Friday and signs that China's manufacturing slowed

MUTUAL FUNDS NOV 30, 2014
Why did active fund managers do a bad job picking stocks this year?

Wall Street strategists have crunched a lot of numbers recently in an effort to answer a simple question: Why have active fund managers done such a lousy job picking stocks this year?

EQUITIES NOV 26, 2014
China share ETF suffers record drop amid new debt curbs

Largest U.S. exchange-traded fund that tracks mainland Chinese stocks sank more than 7% after policy makers tightened curbs on the local debt market, fueling a rout across asset classes.

EQUITIES NOV 25, 2014
Stocks edge up as focus turns to jobless claims, new home sales

European shares gain from cash moving off the sidelines, central bank stimulus.

RIA NEWS NOV 25, 2014
Hedge funds lag stocks while still charging plenty

More 'alternative' funds with hedging strategies are opening, aiming for smaller investors' dollars

PRACTICE MANAGEMENT NOV 25, 2014
What you can expect from the holiday shopping season

Anticipating the highest sales in 3 years, retailers are offering everything from free Ubers to Frozen ice palaces to get shoppers in the door.

ALTERNATIVES NOV 25, 2014
Hedge fund performance continues to disappoint

'Alternative' funds come with the same disadvantages hedge funds have: high fees, inconsistent performance and strategies that take a PhD to decipher.

PRACTICE MANAGEMENT NOV 25, 2014
Mutual funds to face new rules from SEC on portfolio holdings

The agency's goal is to ensure funds are liquid enough to meet client redemptions.

RETIREMENT PLANNING NOV 25, 2014
Madoff scam recovery hits $10 billion, almost 60% of lost money

The cost of liquidating the con man's defunct investment advisory firm has topped $1 billion but his former clients aren't footing the bill.