Speaking Monday at the IMCA annual conference in Orlando, Mr. Kitces questioned regular rebalancing and said in one case doing nothing was the better bet.
Jeffrey Kolitch, manager of the Baron Real Estate fund, says investors should look at cruise-line companies, cell-tower operators, casinos and companies involved in real estate infrastructure.
Plus: The failures of 'too-big-to-fail' banks, dividend investing without the dividends, and passing student loan debt along to the taxpayers
<i>Breakfast with Benjamin</i> Why one analyst predicts the precious metal will hit $3,000 an ounce over the next three years.
Plus: UBS swims against the current toward hedge funds, the dismal history of earnings forecasts, and how not to say goodbye in an email
Bats Global deal seen as 'ice-breaker.'
<i>Breakfast with Benjamin</i> The dust around SAC Capital has settled enough so that Steven Cohen has a new entry point into the asset management business.
Best place to hide if rates go negative is government bonds.
New fund will leverage expertise, diversify product lineup.
The risk-on strategy when the market goes risk-off.
