Equities

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INVESTING EQUITIES JUN 17, 2015
Guns, booze, cigs and sin: The Vice Fund has changed its name, but not its investment philosophy

Since inception in August 2002, the fund has an average annual return of 9.9%, beating the 8.7% for the S&P 500.

By Bloomberg
INVESTING EQUITIES JUN 17, 2015
F-Squared files for bankruptcy

Filing caps rise-and-fall story of an ETF manager popular with financial advisers. Broadmeadow Capital has agreed to acquire F-Squared's intellectual property, investment strategies and other assets.

By Trevor Hunnicutt
Bob Doll is betting consumer spending will fuel the economy through December
INVESTING EQUITIES JUN 17, 2015
Bob Doll is betting consumer spending will fuel the economy through December

<i>Breakfast with Benjamin</i>: Thanks to energy savings and signs of wage increases, Nuveen's chief equity strategist banks on consumers stepping up.

By Jeff Benjamin
INVESTING EQUITIES JUN 17, 2015
F-Squared's assets down 33%; settlement fails to stanch outflows

Near $8 billion loss tracks the indexes of a once-top boutique portfolio manager: Morningstar.

By Trevor Hunnicutt
Blackstone and BlackRock are starting to cross over into each other's bread and butter
INVESTING EQUITIES JUN 16, 2015
Blackstone and BlackRock are starting to cross over into each other's bread and butter

Steve Schwarzman and Larry Fink, once partners, now vie for Wall Street dominance atop their wildly successful firms.

By Bloomberg
Why this is an exceptional time to be investing in Europe
INVESTING EQUITIES JUN 16, 2015
Why this is an exceptional time to be investing in Europe

Confluence of events make European companies extremely appealing for investors

By David Marcus
Advisers' crucial role in constructing smarter portfolios to combat volatility
INVESTING EQUITIES JUN 15, 2015
Advisers' crucial role in constructing smarter portfolios to combat volatility

Vital that investors understand the expanded tool set now available to handle market swings

By John Feyerer
There's a bubble in tech stocks that looks familiar
INVESTING EQUITIES JUN 15, 2015
There's a bubble in tech stocks that looks familiar

The bubble of our time is in stocks at the convergence of technology, online marketing, and media including social media. AKA: Web 2.0.

By Andrew Redleaf
MetLife files suit to fight 'too big to fail' status
INVESTING EQUITIES JUN 15, 2015
MetLife files suit to fight 'too big to fail' status

<i>Breakfast with Benjamin</i>: The firm files suit against the Financial Stability Oversight Council, charging them with acting as 'judge, jury and executioner.'

By Jeff Benjamin
Vanguard's China play ups the ante for industry
INVESTING EQUITIES JUN 15, 2015
Vanguard's China play ups the ante for industry

Other fund companies may find it difficult to match Vanguard's promise of access to a hot market.

By Trevor Hunnicutt
INVESTING RIAS JUN 15, 2015
United Capital pivots away from mutual funds to proprietary asset management program

Firm sees new way to cut the middleman, product fees for clients while capturing top investment ideas.

By Trevor Hunnicutt
Saudi Arabia lays out the welcome mat for global investors
INVESTING EQUITIES JUN 14, 2015
Saudi Arabia lays out the welcome mat for global investors

<i>Breakfast with Benjamin:</i> The richest and most powerful Arab nation opens its $570 billion stock market to the world.

By Jeff Benjamin
Are bond fund investors running toward a cliff?
INVESTING EQUITIES JUN 12, 2015
Are bond fund investors running toward a cliff?

$5.3 billion flows into bond mutual funds in first week of June, even as yields continue to rise

By Jeff Benjamin
INVESTING EQUITIES JUN 11, 2015
Icahn says Apple shares worth $240, 86% more than they are today

Billionaire activist investor says the market continues to misunderstand the maker of iPhones and iPads, which should buy back more of its stock.

By Bloomberg
The bond markets are mysteriously losing liquidity
INVESTING EQUITIES JUN 10, 2015
The bond markets are mysteriously losing liquidity

<i>Breakfast with Benjamin</i>: The worst part about the bond market selloffs in the U.S. and Europe is the not knowing why.

By Jeff Benjamin
With one quarter down, Bob Doll still likes his 2015 outlook
INVESTING EQUITIES JUN 10, 2015
With one quarter down, Bob Doll still likes his 2015 outlook

He plans to get by with a lot of help from consumers

By Jeff Benjamin
Latest Obamacare ruling could spark a sell-off in health care sector stocks
INVESTING EQUITIES JUN 09, 2015
Latest Obamacare ruling could spark a sell-off in health care sector stocks

Sudden volatility could create short-term buying opportunity.

By Jeff Benjamin
How Fed policy is wrecking the bond market
INVESTING EQUITIES JUN 09, 2015
How Fed policy is wrecking the bond market

<i>Breakfast with Benjamin</i>: Welcome to the upside-down world of too much liquidity creating illiquidity.

By Jeff Benjamin
It's time for retirees to start bracing for higher interest rates
INVESTING EQUITIES JUN 09, 2015
It's time for retirees to start bracing for higher interest rates

<i>Breakfast with Benjamin</i>: Even if the Fed isn't sure when they'll occur, retirees should be bracing for rising interest rates.

By Jeff Benjamin
Defying market logic, small-cap funds ride the strong dollar to beat large caps
INVESTING EQUITIES JUN 09, 2015
Defying market logic, small-cap funds ride the strong dollar to beat large caps

Some advisers are getting in on the rally, but others are staying diversified.

By Jeff Benjamin