Equities

Displaying 2839 results
If you tread at all into the energy sector, tread lightly
INVESTING EQUITIES APR 19, 2015
If you tread at all into the energy sector, tread lightly

It has become the ultimate stock-pickers market

By Jeff Benjamin
CEOs are passing the buck to the strength of the buck
INVESTING EQUITIES APR 17, 2015
CEOs are passing the buck to the strength of the buck

<i>Breakfast with Benjamin</i>: No longer blaming earnings shortfalls on the weather, CEOs are now passing the buck to the strong dollar.

By Jeff Benjamin
BlackRock shrinks money market lineup, affecting $200B in assets
INVESTING EQUITIES APR 17, 2015
BlackRock shrinks money market lineup, affecting $200B in assets

<i>Breakfast with Benjamin</i>: The firm is closing or consolidating 20 money market funds with $200 billion in assets.

By Jeff Benjamin
Bracing for the Greek exit
INVESTING EQUITIES APR 15, 2015
Bracing for the Greek exit

<i>Breakfast with Benjamin</i>: Now might be a good time to start bracing for a Greek default, as the probability has never been as high.

By Jeff Benjamin
Point-Counterpoint: In the battle between active and passive management, which style wins?
INVESTING EQUITIES APR 15, 2015
Point-Counterpoint: In the battle between active and passive management, which style wins?

The answer to which strategy is best will depend on the scenario in question.

By Darla Mercado
TIAA-CREF money manager calls mid-value strategy a “poor man's hedge fund”
INVESTING EQUITIES APR 11, 2015
TIAA-CREF money manager calls mid-value strategy a “poor man's hedge fund”

Tom Kolefas shrugs off charges he's hugging the benchmark.

By Jeff Benjamin
Hillary Clinton goes after Wall Street
INVESTING EQUITIES APR 10, 2015
Hillary Clinton goes after Wall Street

<i>Breakfast with Benjamin</i>: Hillary Clinton goes after the financial industry, taking issue with CEO compensation.

By Jeff Benjamin
Latest sign of oil market glut pushes prices even lower
INVESTING EQUITIES APR 10, 2015
Latest sign of oil market glut pushes prices even lower

<i>Breakfast with Benjamin</i>: Prices fall by 5% after the discovery of the biggest weekly buildup of U.S. inventories since 2001.

By Jeff Benjamin
Rethinking how you build clients' equity portfolios
INVESTING EQUITIES APR 09, 2015
Rethinking how you build clients' equity portfolios

How cyclical and sector stock investing intersect represent an untapped opportunity for clients to diversify and see risk-adjusted returns.

By Archan Basu and Dirk Hofschire
Dividend stocks might be a better than annuities for income investors
INVESTING EQUITIES APR 09, 2015
Dividend stocks might be a better than annuities for income investors

<i>Breakfast with Benjamin</i>: Could dividend stocks actually be a better deal than an annuity for income investors?

By Jeff Benjamin
Three sectors that should report above-average earnings
INVESTING EQUITIES APR 09, 2015
Three sectors that should report above-average earnings

Financial, health care and consumer discretionary sectors should shine.

By Jeff Benjamin
Charles Schwab makes its case for using cash in its automated portfolios
INVESTING EQUITIES APR 09, 2015
Charles Schwab makes its case for using cash in its automated portfolios

Schwab sees cash serving an important purpose in allocations, providing a source of stability, downside protection and diversification while improving relative total return

By David Koenig
Investing for retirement just got a lot more complicated
INVESTING EQUITIES APR 09, 2015
Investing for retirement just got a lot more complicated

Ultralow interest rates and longer lifespans means tried-and-true rule for savers goes out the window.

By Bloomberg
How to turbocharge target-date funds
INVESTING EQUITIES APR 08, 2015
How to turbocharge target-date funds

<i>Breakfast with Benjamin</i> Focusing on small-cap stocks could be a recipe for boosting a target-date fund.

By Jeff Benjamin
How to manage equity market uncertainty
INVESTING EQUITIES APR 08, 2015
How to manage equity market uncertainty

Advisers should start talking to clients about the potential detriments of chasing sheer performance &amp;mdash; and the importance of understanding how gains are achieved.

By Bloomberg
INVESTING EQUITIES APR 07, 2015
Even outside U.S., passive investments widen share of sales over active

Gap between active and passive funds in international equities reaches highest level since financial crisis.

By Trevor Hunnicutt
Markets not hot for companies investing cash versus paying it out
INVESTING EQUITIES APR 07, 2015
Markets not hot for companies investing cash versus paying it out

Shares of companies spending cash on capital, instead of on dividends or buybacks, lag

By Bloomberg
Being a contrarian pays off in stock portfolios in first quarter
INVESTING EQUITIES APR 07, 2015
Being a contrarian pays off in stock portfolios in first quarter

The Dow Jones U.S. Contrarian Opportunities Index has risen more this year than an equally weighted version of the S&amp;P 500.

By Bloomberg
INVESTING EQUITIES APR 07, 2015
The proof behind 'sell in May and go away'

Research backs up the old Wall Street adage. So should you start planning your exit from stocks at the end of the month?

By Isaac Braley
Jobs report's bad news is bad news
INVESTING EQUITIES APR 07, 2015
Jobs report's bad news is bad news

With any luck, by the time the market re-opens Monday, the stunningly weak report will be fully absorbed and diluted along with a weekend full of marshmallow bunnies, chocolate eggs and whatever other news develops. But don't bet on it.

By Jeff Benjamin