Clients need to understand what advisers mean by risk because it can affect decisions, goals
Making the case for alternatives is less about the absolute returns they can deliver, but their potential over full market cycles.
Republican presidential contender Donald Trump could become a major cause of volatility in financial markets throughout the first half of 2016. His rhetoric favoring protectionist economic policies is bad news for investors.
<i>Breakfast with Benjamin:</i> The last two weeks of the year typically ushers in the Santa Claus rally in stocks but this year, there's a big obstacle in the way.
Investment landscape poised for significant change but stocks should beat bonds over the next six to 12 months.
Retail-oriented ETFs tend to underperform the market during the holiday shopping season. In the nine years since retail ETFs began to trade, investors would have been better off sticking with a boring old S&P 500-stock index fund.
The Dow's 1,100-point drop off the opening bell Monday cost investors untold amounts of money and suggests the market is still broken.
Will another strong jobs report make the Federal Reserve act too slowly to lift interest rates?
<i>Breakfast with Benjamin</i>: Security guard/waiter/travel agent posing as a hedge fund manager has been convicted of stealing more than $800,000 from 17 investors.
December has been a bruising month for bond traders, with a $270 billion drop &mdash; and we've only just begun.
Fund names can be deceiving and when outflows hit, distributions are unavoidable.
This year's spike in equity market volatility creates fertile ground for the strategy. Plus, check out our <a href="//www.investmentnews.com/section/specialreport/20151129/TAXESTATE2015"" target=""_blank"" rel="noopener noreferrer">special report on tax and estate planning</a>.
Legion M offers hope for a Hollywood-level debut.
There have been no initial public offerings so far in 2016.
A commitment that can make investment performance a lesser priority.
Start with investments, but don't forget the overall impact on portfolios and financial plans. </br><b><i>(Plus: <a href="http://www.investmentnews.com/section/specialreport/20151129/TAXESTATE2015" target="_blank">The Spotlight on Tax and Estate Planning special report</a>)</b></i>
<i>Breakfast with Benjamin</i>: As robo-advisers flood the zone, investors (and human financial advisers) should continue to proceed with caution.
The year's strongest week for equities was followed by one of its quietest, with energy stocks underpinning microscopic gains in a holiday-shortened week as investors kept their focus on the Federal Reserve.
Mutual fund outflows can spell capital gains disaster and this year, some funds with low turnover are reporting sizable capital gains distributions as managers sell securities to meet investor withdrawals.
The asset class offers portfolio diversification and a lot of upside protection but advisers can't forget about the impact of foreign exchange on returns.
