Equities

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INVESTING EQUITIES MAR 02, 2015
Fresh rate-hike rumors will be testing investor nerves this week

<i>Breakfast with Benjamin:</i> Investors' nerves tested by rate hike talk this week. Plus: Most of the world's major oil projects are doing just fine at current price levels, retirement savings in a nutshell, and the chokehold of consumer debt.

By Jeff Benjamin
Is biotech the next bubble?
INVESTING EQUITIES MAR 02, 2015
Is biotech the next bubble?

Since 2011, money has flowed almost nonstop into the industry as investors buy into the promise of new drugs. Signs are increasingly pointing toward an end to the boom.

By Bloomberg
INVESTING EQUITIES MAR 01, 2015
Go where the NBA finals go: Cleveland and Oakland looking better as investment destination

Is there Examining the correlation between success in professional basketball and the economic performance and cultural dominance of particular cities.

By David F. Sand
INVESTING EQUITIES MAR 01, 2015
Why an offense-only strategy won't succeed

Risk management is as important to long-term financial planning as the growth of investments

By Michael Russo
Socially conscious funds ranked by one-year total return
INVESTING EQUITIES MAR 01, 2015
Socially conscious funds ranked by one-year total return

The top-performing socially conscious funds broken down by category.

By Trevor Hunnicutt
Warren Buffett gives up on Exxon as oil prices slide
INVESTING EQUITIES FEB 28, 2015
Warren Buffett gives up on Exxon as oil prices slide

Drop in oil prices send the Oracle of Omaha, and his mixed track record on investing in energy, to the exits but he make a play for a Canadian producer and adds to his big IBM stake.

By Bloomberg
Fund managers warned on exotic ETFs
INVESTING EQUITIES FEB 26, 2015
Fund managers warned on exotic ETFs

As industry turns to smart beta to capture growth, product developers may need to step up stress testing.

By Trevor Hunnicutt
INVESTING EQUITIES FEB 24, 2015
Putting the T back in ETF

Exchange-traded funds are exceptional tools for allocating client portfolios, but they can lose their effectiveness if implemented incorrectly.

By Grant Engelbart
The Fed's first interest rate hike hits another speed bump
INVESTING EQUITIES FEB 24, 2015
The Fed's first interest rate hike hits another speed bump

<i>Breakfast with Benjamin</i>: The Fed continues to hem and haw on raising interest rates. Plus: Options-based funds get it done, hedge funder spills the beans on 2015, and the outlook for oil prices is all over the map.

By Jeff Benjamin
Jeffrey Gundlach not a fan of automakers long term
INVESTING EQUITIES FEB 24, 2015
Jeffrey Gundlach not a fan of automakers long term

Top-rated fund manager, with better record in bonds than stocks, fond of bold pronouncements.

By Bloomberg
INVESTING EQUITIES FEB 23, 2015
The new world for oil is a manageable $65 a barrel

<b>Breakfast with Benjamin:</b> Where the price of oil is likely to settle. Plus: On the responsibility of retirement plan sponsors and mutual fund directors; don't get blown away by the new jobs report and banks pass stress tests with flying colors.

By Jeff Benjamin
Is OPEC about to flinch and cut oil production?
INVESTING RIAS FEB 23, 2015
Is OPEC about to flinch and cut oil production?

<i>Breakfast with Benjamin</i>: OPEC might be rethinking their strategy of flooding the market with oil to crush the fracking industry.

By Jeff Benjamin
To improve portfolio diversification, look to technology
INVESTING EQUITIES FEB 22, 2015
To improve portfolio diversification, look to technology

Traditional, institutional, buy-and-hold asset allocation model isn't the best fit for all clients.

By Jerry Murphey
Getting smarter investors to move beyond an “offense-only” approach
INVESTING EQUITIES FEB 22, 2015
Getting smarter investors to move beyond an “offense-only” approach

Most respondents in new survey say they have a financial plan, on the right track but their confidence may be misplaced.

By Michael Russo
Here's how stocks will react to rising interest rates
INVESTING EQUITIES FEB 19, 2015
Here's how stocks will react to rising interest rates

For investors worried about how stocks will react to rising interest rates, last week's trading may provide some guidance. To wit: Following the biggest one-week jump in 10-year Treasury yields in more than a year, investors are selling the highest-yielding companies in the S&amp;P 500.

By Bloomberg
ETF outdoes hedge funds in the M&A game
INVESTING EQUITIES FEB 18, 2015
ETF outdoes hedge funds in the M&A game

In trying to capitalize on the news of mergers and acquisitions, hedge funds are being outdone by an exchange-traded fund clone.

By Bloomberg
INVESTING RIAS FEB 18, 2015
The bottom for oil prices isn't even in sight yet

<i>Breakfast with Benjamin</i>: Supply and demand math could mean $10 oil. Plus: Eric Holder takes a parting shot at Wall Street, SEC filings show how hedge funds did and didn't navigate the markets, and it's hard to bet against sin stocks.

By Jeff Benjamin
Bargain hunter Klarman finds opportunity in energy stocks as oil prices drop
INVESTING EQUITIES FEB 18, 2015
Bargain hunter Klarman finds opportunity in energy stocks as oil prices drop

Money manager Seth Klarman identified opportunities last year in energy after oil prices plunged. But with bargains drying up, the $28.5 billion Baupost Group's cash balances grew and the bargain hunter challenged the Fed's easy money policy.

By Bloomberg
Global bankers are painting the Fed into a corner
INVESTING EQUITIES FEB 18, 2015
Global bankers are painting the Fed into a corner

<i>Breakfast with Benjamin</i> features the Federal Reserve being caught between a rock and a hard place on rate hikes. Plus: Greeks vote to kick the can down the road, Obama's tax grab looks like a blueprint for the future, and a billionaire tells Americans to spend less money

By Jeff Benjamin
INVESTING EQUITIES FEB 17, 2015
BDCs' juicy yields attracting a lot of insider buying

Though high yielding, companies undervalued and have upside to dividends and share prices.

By Scott Colyer