Equities

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State of the Union spoiler alert: Obama plans to go after rich people
EQUITIES JAN 20, 2015
State of the Union spoiler alert: Obama plans to go after rich people

<i>Breakfast with Benjamin:</i> Tax hikes for the rich? Plus: European central bankers load up for their own quantitative easing, Russia is fading fast, and Switzerland has another trick up its sleeve.

By Jeff Benjamin
Gundlach says 'sinister side' of cheap oil will dampen economic growth, markets
EQUITIES JAN 20, 2015
Gundlach says 'sinister side' of cheap oil will dampen economic growth, markets

What the U.S. energy boom has given, the U.S. energy boom is about to take away if oil prices stay at or below current levels, according to DoubleLine Capital's Jeffrey Gundlach.

By Jeff Benjamin
EQUITIES JAN 20, 2015
U.S.: The global economic bright spot

As recovery reaches another phase, stocks remain poised to benefit from improving growth trends.

By Christopher Blake
EQUITIES JAN 18, 2015
Monitoring investments doesn't end

Supreme Court is reviewing a decision on the responsibility of plans to continually watch costs

By Blaine F. Aikin
How currency hedging saved portfolios in 2014
EQUITIES JAN 18, 2015
How currency hedging saved portfolios in 2014

Financial advisers who found ways to mute the effect of the surging U.S. dollar on clients' foreign investments weathered the last year well. Those who didn't suffered.

By Trevor Hunnicutt
U.S. economy reclaims post as global growth engine
EQUITIES JAN 18, 2015
U.S. economy reclaims post as global growth engine

On Monday's <i>Breakfast with Benjamin</i>, the U.S. economy reclaims the post of global growth engine, though the Federal Reserve remains all quiet on the rate hike front. Plus: How to invest when a rosy jobs report hurts stocks, Goldman picks a list of losers, and millennials go home for financial advice.

By Jeff Benjamin
Alibaba eligible for MSCI equity indexes as Russia snubbed
EQUITIES JAN 16, 2015
Alibaba eligible for MSCI equity indexes as Russia snubbed

MSCI will allow some companies with overseas stock-market listings in its equity indexes, opening the door to China's Alibaba Group Holding Ltd. while excluding Russian firms amid economic sanctions.

By Bloomberg
Europe and Asia may be a mess, but long-term investors can find opportunities there
EQUITIES JAN 16, 2015
Europe and Asia may be a mess, but long-term investors can find opportunities there

Valuations and fundamentals make the case for a contrarian international move

By Jeff Benjamin
Fed confidence in the U.S. economy starts to wane
EQUITIES JAN 16, 2015
Fed confidence in the U.S. economy starts to wane

In Thursday's <i>Breakfast with Benjamin</i>, oil prices and consumer spending add a hint of concern about the economy to the Federal Reserve's outlook. Plus: Fido app adds new twist to stock picking, retired Franklin Resources billionaire tangles history, and BlackRock added as many ETFs as it shut down last year.

By Jeff Benjamin
Managed futures funds shine anew, but mystery remains
EQUITIES JAN 16, 2015
Managed futures funds shine anew, but mystery remains

As market volatility spikes and correlation between various asset classes breaks down, managed futures strategies are enjoying their day in the sun once again. But advisers need to do some heavy lifting before jumping in, because performance varies widely and fees can be extreme.

By Jeff Benjamin
Dimensional Fund Advisors picks advisers, not stocks, and it works
EQUITIES JAN 15, 2015
Dimensional Fund Advisors picks advisers, not stocks, and it works

With its data-driven models, the company, which puts advisers through a rigorous process before allowing them to use its funds, attracted the third-most money in 2014, behind only Vanguard and JPMorgan. Here's how.

By Bloomberg
Falling oil prices are now officially costing jobs
EQUITIES JAN 15, 2015
Falling oil prices are now officially costing jobs

Friday's <i>Breakfast with Benjamin</i> covers oilfield job cuts coming hard and fast now that the oil boom is sinking. Plus: Ohio-based financial adviser charged in Ponzi scheme, movie industry hopes the Oscar nominees can drive ticket sales, and the time might be perfect to start buying stocks.

By Jeff Benjamin
A case for getting bold on gold
EQUITIES JAN 15, 2015
A case for getting bold on gold

On today's <i>Breakfast with Benjamin</i>, are investors ready to run back into precious metals? Plus: What a breakup of JPMorgan Chase would look like, seeing 2015 through the eyes of Jeffrey Gundlach, and the pros and cons of living in a state with no income tax.

By Jeff Benjamin
Utility, consumer stocks can play defense when market volatility spikes
EQUITIES JAN 13, 2015
Utility, consumer stocks can play defense when market volatility spikes

Barbell approach can help advisers manage through the volatile first quarter earnings season without ditching stocks altogether.

By Jeff Benjamin
ETF managers, bringing in historic levels of cash, still preparing for a bear
EQUITIES JAN 13, 2015
ETF managers, bringing in historic levels of cash, still preparing for a bear

As dollars in funds top $2 trillion, managers ready exotic products for a new market environment.

By Trevor Hunnicutt
EQUITIES JAN 12, 2015
Equity ETFs post third straight year of plus-side returns

Unexpectedly good U.S. economic news and fresh actions by central banks pushed local indexes to new records in the fourth quarter.

By Tom Roseen
Hedge fund employees enjoy the fruits of their labor
EQUITIES JAN 12, 2015
Hedge fund employees enjoy the fruits of their labor

On Friday's <i>Breakfast with Benjamin</i>, average compensation at hedge funds remains gaudy, even with performance down. Plus: Smart beta takes another step out of the shadows, the right way to clean up your portfolio, and the new Congress sets the tone by taking an early swipe at Obamacare.

By Jeff Benjamin
Advisers preach calm, buckle in as markets bounce
EQUITIES JAN 12, 2015
Advisers preach calm, buckle in as markets bounce

Financial advisers aren't exactly shrugging off the recent bout of stock market volatility that has ushered in the New Year, but they're also not ready to call it the start of a much larger pullback that should be addressed with portfolio adjustments.

By Jeff Benjamin
EQUITIES JAN 12, 2015
Buy-and-hold investors can take advantage of M&A boom

Long-term success of acquiring companies enhanced by mergers

By Jeff Benjamin
Value managers root for more market turmoil
EQUITIES JAN 09, 2015
Value managers root for more market turmoil

Even with a rocky start to the year, the stock market remains expensive by many measures. The S&amp;P 500 trades at a p/e of 17.8, higher than the 17.1 it sported at the last peak in 2007. Small caps are even pricier. Here's how one manager is handling it.

By Bloomberg