Equities

Displaying 2916 results
Financial advisers get more tools for navigating the liquid alts space
EQUITIES SEP 25, 2015
Financial advisers get more tools for navigating the liquid alts space

Stock market volatility drives up the appetite for alternative strategies.

By Jeff Benjamin
The Fed tosses out another teaser that rates could still be hiked this year
EQUITIES SEP 24, 2015
The Fed tosses out another teaser that rates could still be hiked this year

<i>Breakfast with Benjamin</i>: If you can believe it, Janet Yellen is still teasing the markets with the idea of rate hike this year.

By Jeff Benjamin
Cash rises above stocks and bonds
EQUITIES SEP 23, 2015
Cash rises above stocks and bonds

<i>Breakfast with Benjamin</i>: A flat return for cash is turning out to be the best bet out there, which should send a message to the Fed and the markets.

By Jeff Benjamin
It's not too early to start preparing for mutual fund capital gains taxes
EQUITIES SEP 23, 2015
It's not too early to start preparing for mutual fund capital gains taxes

<i>Breakfast with Benjamin</i>: If you thought 2014 was a rough year for mutual fund capital gains taxes, you might want to start adjusting those portfolios to avoid a repeat.

By Jeff Benjamin
New ETFs make slicing up the S&P by sector easier
EQUITIES SEP 23, 2015
New ETFs make slicing up the S&P by sector easier

The trick is knowing when and where to move in or out.

By Jeff Benjamin
3 allocation strategies that can help clients navigate through volatility
EQUITIES SEP 22, 2015
3 allocation strategies that can help clients navigate through volatility

Strategies designed to ride market waves provide the best upside in a market that points down.

By David Miller
Papal visits have become precursors to stock market pullbacks
EQUITIES SEP 22, 2015
Papal visits have become precursors to stock market pullbacks

<i>Breakfast with Benjamin</i>: Turns out, rare trips to the U.S. by a Pope have not always been good for stocks.

By Jeff Benjamin
The Federal Reserve's focus on global economic strength radically alters the rate-hike odds
EQUITIES SEP 22, 2015
The Federal Reserve's focus on global economic strength radically alters the rate-hike odds

Change in focus away from jobs and inflation could mean increase is off the table until global economies recover.

By Jeff Benjamin
Were volatility strategies to blame for the August drop in stocks?
EQUITIES SEP 22, 2015
Were volatility strategies to blame for the August drop in stocks?

Risk parity comes under scrutiny for its potential impact as prices slumped. The upshot: Maybe not

By Bloomberg
EQUITIES SEP 18, 2015
More distressing news for the 'Diva of Distressed' Lynn Tilton

<i>Breakfast with Benjamin</i>: Lynn Tilton is now being charged with 'grossly' mismanaging $100 million in investor assets, which she denies.

By Jeff Benjamin
The rise and fall of commodities puts some advanced economies on the ropes
EQUITIES SEP 18, 2015
The rise and fall of commodities puts some advanced economies on the ropes

<i>Breakfast with Benjamin</i> The atrophy of the manufacturing sector as commodity prices wane is wreaking havoc on a number of advanced economies.

By Jeff Benjamin
Why the upward trend for stocks is no more
EQUITIES SEP 18, 2015
Why the upward trend for stocks is no more

Plus: Goldman's Cohen says don't chase high-dividend stocks, university endowments become hedge funds, and companies are taking the carbon tax threat seriously

By Jeff Benjamin
Federal Reserve holds rates at zero; some advisers call it a lost opportunity
EQUITIES SEP 18, 2015
Federal Reserve holds rates at zero; some advisers call it a lost opportunity

Central bank cites cloud of concern over weakness of the global economy, surging U.S. dollar and sleepy economy, but some advisers said the Fed should have lifted rates.

By Jeff Benjamin
First Goldman Sachs ETFs are cheaper than some from Vanguard
EQUITIES SEP 17, 2015
First Goldman Sachs ETFs are cheaper than some from Vanguard

New ActiveBeta funds, which try to beat the market, give Goldman a foothold in ETFs.

By Trevor Hunnicutt
The Fed sets the stage for a December tantrum
EQUITIES SEP 17, 2015
The Fed sets the stage for a December tantrum

<i>Breakfast with Benjamin</i>: Janet Yellen's September delay could lead to a December repeat of the taper tantrum.

By Jeff Benjamin
EQUITIES SEP 17, 2015
Market-cap-weighted ETFs: Not always what they're cracked up to be

The strategy can help deliver gains when times are good but can damage the diversification investors often blindly rely on when allocating to many index-based ETFs.

By Rick Genoni
Deutsche Bank say the Fed should not raise rates
EQUITIES SEP 16, 2015
Deutsche Bank say the Fed should not raise rates

<i>Breakfast with Benjamin</i>: Deutsche Bank lays out seven reasons why the Fed won't raise rates next week.

By Jeff Benjamin
Franklin Templeton posts worst fund outflows in decades
EQUITIES SEP 15, 2015
Franklin Templeton posts worst fund outflows in decades

Bold bets, market fears have investors heading for the exits despite longer-term outperformance.

By Trevor Hunnicutt
EQUITIES SEP 14, 2015
A bucket strategy for retirement

<b>Breakfast with Benjamin:</b> Here's a new way to think about building a portfolio for your retired clients using the old bucket strategy. Three buckets for three timeframes

By Jeff Benjamin
Dimensional, John Hancock in partnership to build their first ETFs
EQUITIES SEP 14, 2015
Dimensional, John Hancock in partnership to build their first ETFs

The factor-based investor popular with financial advisers will build indexes for John Hancock funds.

By Trevor Hunnicutt