Poor performance could send the income-generating category back to direct investing, where it belongs.
<i>Breakfast with Benjamin</i>: When October's bad, it's usually historically so. But when it's a good month for stocks, the rest of the year is usually a real stinker.
Over the past few weeks, Credit Suisse's global equity strategist has met with customers in the U.S., Europe, and Asia. The takeaway is that everyone is baffled.
Strategists say pricing anomalies should be considered buying opportunity as Fed action expected to be small.
Funds that employ alternative strategies — even those in the same general category — can perform drastically differently.
Central-bank stimulus and a clutch of strong earnings from the tech sector pushed the S&P toward its best monthly gain since 2011 and close to its all-time high.
<i>Breakfast with Benjamin</i>: TV stock barker Jim Cramer received a failing grade from a finance professor for a dismal 28% success rate in picking stocks.
<i>Breakfast with Benjamin</i>: Larry Summers is sounding the alarm for secular stagnation.
New zero-to-100 rating would indicate the environmental, social and governance impact of a fund's holdings.
<i>Breakfast with Benjamin</i>: Carl Icahn's smooth move to try and halt corporate inversions in the name of tax patriotism is, naturally, also pretty good for his own portfolio.
<i>Breakfast with Benjamin</i>: Warren Buffett's distaste for activist investing boils down to simple math.
<i>Breakfast with Benjamin:</i> Financial adviser Rick Kahler says advisers could lose clients who expect to be given guarantees. And that's OK.
After its third-straight weekly advance, the S&P 500 is on track for its best month in four years but investors are heading for the exits in a big way.
<i>Breakfast with Benjamin:</i> Just because Janet Yellen and the Fed are going to be raising interest rates soon doesn't mean there won't be investment opportunities.
The risk of misreading global and domestic economic context.
Potential is there to meet investors' objectives of capital preservation, growth and income without taking on unacceptable risk
Parallels between now and 1987 are thin at best
$1.4 billion TAMP seizes on an opportunity, but its strategy seems ill-conceived.
<i>Breakfast with Benjamin:</i> Warren Buffett's top stock picks are not doing well this year. A temporary blip or has the Oracle of Omaha lost his touch?
<i>Breakfast with Benjamin</i>: A dead asset no longer, gold shines bright above its 200-day moving average for the first time in five months.
