Equities

Displaying 2840 results
529 plans adding more conservative investment options
INVESTING EQUITIES NOV 20, 2015
529 plans adding more conservative investment options

Hoping to stave off concern from college savers that 529 accounts are too vulnerable to stock market volatility and expected interest rate hikes, some plan managers are switching up investment choices.

By Liz Skinner
INVESTING EQUITIES NOV 19, 2015
S&P's global financial literacy test is out

<i>Breakfast with Benjamin:</i> S&amp;P Rating Services has released its global financial services literacy test, which uses four questions to test understanding of interest compounding, inflation, and risk diversification. How would you do?

By Jeff Benjamin
With SEC poised to expand crowdfunding rules, it's time for advisers to get up to speed
INVESTING EQUITIES NOV 19, 2015
With SEC poised to expand crowdfunding rules, it's time for advisers to get up to speed

The SEC is scheduled to vote on a piece of the 2012 JOBS Act that will give retail investors access to private equity investing through crowdfunding platforms. That means challenges and opportunities lie ahead for advisers.

By Jeff Benjamin
Investors pause but look past Paris attacks, keeping eye on the Fed
INVESTING EQUITIES NOV 18, 2015
Investors pause but look past Paris attacks, keeping eye on the Fed

Much to the surprise of some market watchers, investors &#8212; and thus, financial markets &#8212; Monday looked past the brutal terror attacks in Paris on Friday that left 129 people dead and hundreds injured.

By Jeff Benjamin
INVESTING EQUITIES NOV 16, 2015
Gold goes on a safe-haven rally in the wake of Paris attacks

<i>Breakfast with Benjamin</i>: Gold jumps, with futures up more than 1% even as riskier assets like stocks find reasons to rally.

By Jeff Benjamin
Financial markets brace for fallout from the Paris terror attacks
INVESTING EQUITIES NOV 16, 2015
Financial markets brace for fallout from the Paris terror attacks

<i>Breakfast with Benjamin</i>: The financial markets are likely to be swept up in the immediate unrest following Friday's terror attacks in Paris.

By Jeff Benjamin
INVESTING EQUITIES NOV 16, 2015
Beyond Fed's (all but certain) rate hike

Markets are expected to experience some immediate, but short-term, volatility if the Federal Reserve decides to raise interest rates in December.

By Jeff Benjamin
INVESTING EQUITIES NOV 15, 2015
December looking more likely for Fed rate hike

<i>Breakfast with Benjamin:</i> Ground Control to Major Yellen. Commencing countdown, engines on. The Fed's October meeting minutes stress a potential December liftoff for rates.

By Jeff Benjamin
INVESTING RIAS NOV 13, 2015
How to avoid becoming a tax scam victim

<i>Breakfast with Benjamin:</i> After the big IRS data breach, few people probably trust the agency regarding data security. Nonetheless, it's offered a checklist of ways to avoid becoming a tax-scam victim.

By Jeff Benjamin
Rate-hike fears, weak earnings snap stocks' six-week advance
INVESTING EQUITIES NOV 13, 2015
Rate-hike fears, weak earnings snap stocks' six-week advance

Catalysts that drove the S&amp;P 500's 12% summer tumble, from interest rate dread to a commodities rout and weak earnings, surfaced again. Strategists expect more downside.

By Bloomberg
Why global dividend stocks have become one of the best plays in the market
INVESTING EQUITIES NOV 11, 2015
Why global dividend stocks have become one of the best plays in the market

Companies paid out a record $1 trillion last year; about 70% came from non-U.S. companies

By Ben Lofthouse
The apolitical Fed is becoming a political target
INVESTING EQUITIES NOV 10, 2015
The apolitical Fed is becoming a political target

<i>Breakfast with Benjamin</i>: Even though it's designed and expected to be apolitical, the Federal Reserve is becoming a popular target of political attacks.

By Jeff Benjamin
The endless and irrelevant financial woes of presidential candidates
INVESTING EQUITIES NOV 09, 2015
The endless and irrelevant financial woes of presidential candidates

<i>Breakfast with Benjamin</i>: Presidential candidates are not always good at managing their own money, and voters don't care, or need to.

By Jeff Benjamin
NBA's Tim Duncan files a second lawsuit against his financial adviser
INVESTING EQUITIES NOV 09, 2015
NBA's Tim Duncan files a second lawsuit against his financial adviser

<i>Breakfast with Benjamin</i>: The NBA star is claiming to have lost $1.1M by being invested in a bankrupt cosmetics company.

By Jeff Benjamin
INVESTING RIAS NOV 04, 2015
Ex-Ameriprise adviser gets 7 years in the slammer for bilking clients

<i>Breakfast with Benjamin</i>: Susan Elizabeth Walker was sentenced to more than seven years in prison for taking over $1 million from clients' accounts.

By Jeff Benjamin
DFA breaks into target date fund market with unique investment approach
INVESTING EQUITIES NOV 04, 2015
DFA breaks into target date fund market with unique investment approach

Manager is hoping to garner assets in a crowded market through a strategy targeting the stability of investors' retirement income stream.

By Greg Iacurci
Chinese stocks go from a sell to a buy just like that
INVESTING EQUITIES NOV 03, 2015
Chinese stocks go from a sell to a buy just like that

<i>Breakfast with Benjamin</i>: Emerging-markets fund manager who darted out of Chinese stocks at the best possible time is now moving back in.

By Jeff Benjamin
INVESTING EQUITIES NOV 03, 2015
Top stock forecaster Birinyi says more market gains ahead

Well-known investor Laszlo Birinyi, who has defied market pessimists throughout the 6 1/2-year bull market, says there's more money to be made in the stock market.

By Bloomberg
If clients are fed up with the U.S., consider a second citizenship
INVESTING EQUITIES NOV 02, 2015
If clients are fed up with the U.S., consider a second citizenship

Citizenship by investment is a growing method that allows high-net-worth clients to shield their assets from the U.S. government.

By Nuri Katz
INVESTING EQUITIES OCT 31, 2015
The Fed's monetary policy is making income inequality even worse

<i>Breakfast with Benjamin</i>: The numbers are in, and it turns out the $12.4 trillion worth of quantitative easing has only worsened inequality.

By Jeff Benjamin