Getting into the market on the cheap

Today's Breakfast with Benjamin includes: Facing the reality of capital gains, Hilton IPO sheds light on hotel stocks, hedge funds go long-only, and the Brits outshop Americans.

DEC 03, 2013

By Jeff Benjamin

Cheap access to the broad equity market that goes well beyond the S&P 500. Annual fees of just 0.05%
Goldman Sachs is calling for a strong 2014 for China's Hang Seng Index. Best year since the 62% surge in 2009
It is time to face the reality of big capital gains. Mutual fund investors confront a stiff tax bill
What does the Hilton IPO say about hotel stocks? Second-largest IPO of the year
The growth of long-only hedge fund strategies shows how conservative investors have come to dominate the alternative investing space. Non-traditional hedge fund strategies
China's yuan has passed the euro to become the second-most used global trade currency. A 2.3% appreciation against the U.S. dollar this year
When it comes to holiday shopping, spending and celebrating, the Brits make Americans look like rank amateurs. This is also a busy time for U.K. drinking establishments
The UAW is trying to combat the economics of a shrinking membership base by introducing its first dues hike since 1967. Already the richest U.S. union with $1 billion in assets

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Large broker-dealers and registered investment advisors have, since 2020, been developing or sticking to strategies and tactics to combat the pain of intense, short-term market volatility

Want to win in the advisor wars? Then make sure you’re offering plenty of choices

Centaurus Financial touts its independence as a key selling point at a time when many firms are being swallowed up.

Advisors cut retiree regrets in half, but just one in four Americans use one

New TIAA Institute research finds professional guidance narrows the gap between retirement dreams and reality.

Advisor moves: Bizjack brothers join LPL's Ascendus, King leaves Edward Jones for Ameriprise

Breakaway advisors join new firms in Oklahoma, Idaho.

Cost of healthcare in retirement rises to $185,500, Fidelity estimates

Annual benchmark climbs 7.5% as advisors lean on HSAs to help clients close the gap.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income

Getting into the market on the cheap

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