Some strategies stay aggressive right up to target date while others dial down risk; each group has its reasons
The solid relative performance of alternatives makes the case for diversification of portfolios in 2015.
Advisers will need to communicate and focus on goals to get through periods of market ups and downs
Ability to hold above key 2,063 level could draw in more buyers.
Hedge fund manager tops most peers in January with an 8.3% gain.
Investors continue to see domestic stocks as the best thing going: Legg Mason survey.
Shares of iPhone maker more than twice as valuable as rival Microsoft. No 2? Exxon Mobil Corp., with a market cap of $385.4 billion.
<i>Breakfast with Benjamin</i> Despite beating 94% of its peers since Bill Gross left the company, Pimco's Total Return Fund still dropped $11.6 billion in January. Plus: Crude oil drives the markets, unbelievable unemployment data, and finding some investments buried beneath the winter snow.
Matching the index last year would have involved too much risk.
Since the 2008 financial crisis, the notion that investors often behave irrationally has become axiomatic. What's more controversial is whether money managers can avoid making &mdash; or even exploit &mdash; the mistakes of the investing masses.
<i>Breakfast with Benjamin</i>: Thousands of paintings by Pablo Picasso might be about to hit the market. Plus: Where to start to get a million bucks in your 401(k), never assume when it comes to retirement saving, and how Obama's budget targets big banks.
Nuveen's chief equity strategist says benefits of lower oil prices and strengthening economy will come to the rescue of equity markets.
Time for advisers with clients whose portfolios are near a peak in stocks to preach caution.
Assets in ETFs designed to lessen volatility climb 15% in the first five weeks of the year.
Finding precious few opportunities, some active portfolio managers are sitting on big piles of cash
The ETF pioneer, whose lineup suffered the largest redemptions in history last month, aggressively cut prices on nearly a third of its funds. <i>(Don't miss the latest performance data and analysis on <a href="http://www.investmentnews.com/section/featurelist/20150119/ETFQ42014" target="_blank">equity and fixed income ETFs</a>.)</i>
<i>Breakfast with Benjamin:</i>Annuity sellers fighting for IRAs. <i>Plus:</i> What's good for consumer isn't for business; another perspective on how much size matters; adviser tech world rocked; and how to join the 1%
Volatility at the start of this year has many investors concerned about their exposure to equities, but advisers must put short-term market events in context and keep investors focused.
Fund manager says buying hated stocks 'requires patience and courage of conviction.'
<i>Breakfast with Benjamin</i>: Warren Buffett wants President Obama to approve the Keystone pipeline. Plus: Rocky Mountain high tax revenues, ECB puts Greek debt in the doghouse, and institutional investors are bullish and careful.
