Equities

Displaying 3228 results
EQUITIES DEC 08, 2015
Santa Claus rally? Not if the Grinch has anything to say about it

<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.

By Jeff Benjamin
Bob Doll: Bearish arguments for stocks overstate the negatives
EQUITIES DEC 08, 2015
Bob Doll: Bearish arguments for stocks overstate the negatives

Investment landscape poised for significant change but stocks should beat bonds over the next six to 12 months.

By Bob Doll
EQUITIES DEC 07, 2015
Holiday season not the time to buy retail ETFs

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&amp;P 500-stock index fund.

By Bloomberg
Are HFT and computers to blame for the market's quick drop?
EQUITIES DEC 07, 2015
Are HFT and computers to blame for the market's quick drop?

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.

By Paul Schatz
EQUITIES DEC 05, 2015
What the jobs report means for the Fed's plan to raise rates gradually

Will another strong jobs report make the Federal Reserve act too slowly to lift interest rates?

By Bloomberg
Manager of a fake hedge fund faces real prison time
EQUITIES DEC 04, 2015
Manager of a fake hedge fund faces real prison time

<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.

By Jeff Benjamin
EQUITIES DEC 04, 2015
Bonds fall $270B at the start of December

December has been a bruising month for bond traders, with a $270 billion drop &amp;mdash; and we've only just begun.

By Bloomberg
Pimco and Eaton Vance funds hit unsuspecting investors with big capital gains
EQUITIES DEC 04, 2015
Pimco and Eaton Vance funds hit unsuspecting investors with big capital gains

Fund names can be deceiving and when outflows hit, distributions are unavoidable.

By Jeff Benjamin
OPINION DEC 04, 2015
3 steps to get going on harvesting those tax losses

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&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">special report on tax and estate planning</a>.

By Charles Reinhard
EQUITIES DEC 03, 2015
Advisers take heed: Investment crowdfunding coming soon to a client near you

Legion M offers hope for a Hollywood-level debut.

By Jeff Benjamin
EQUITIES DEC 03, 2015
U.S. IPO market on track for slowest month since recession

There have been no initial public offerings so far in 2016.

By Bloomberg
Green energy investing takes center stage
EQUITIES DEC 03, 2015
Green energy investing takes center stage

A commitment that can make investment performance a lesser priority.

By Jeff Benjamin
EQUITIES DEC 03, 2015
Where to begin when planning for clients' 2015 taxes

Start with investments, but don't forget the overall impact on portfolios and financial plans. </br><b><i>(Plus: <a href=&quot;http://www.investmentnews.com/section/specialreport/20151129/TAXESTATE2015&quot; target=&quot;_blank&quot;>The Spotlight on Tax and Estate Planning special report</a>)</b></i>

By Jeff Benjamin
As robo-advice spreads, so should the caution warnings
EQUITIES DEC 03, 2015
As robo-advice spreads, so should the caution warnings

<i>Breakfast with Benjamin</i>: As robo-advisers flood the zone, investors (and human financial advisers) should continue to proceed with caution.

By Jeff Benjamin
Stocks barely move as investors keep focus on economy and Fed
EQUITIES DEC 02, 2015
Stocks barely move as investors keep focus on economy and Fed

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.

By Bloomberg
Mutual fund outflows add to the pain of capital gains distributions
EQUITIES DEC 02, 2015
Mutual fund outflows add to the pain of capital gains distributions

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.

By Jeff Benjamin
Don't let currencies bite you when investing in international equities
EQUITIES DEC 02, 2015
Don't let currencies bite you when investing in international equities

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.

By Adam Patti
Hedge funds are waking up to redemptions
EQUITIES DEC 01, 2015
Hedge funds are waking up to redemptions

<i>Breakfast with Benjamin</i>: The trend of redemptions could mark a turning point for pricey hedge fund strategies that sometimes underperform.

By Jeff Benjamin
A more reachable retirement savings target: 60% of pre-retirement income
EQUITIES DEC 01, 2015
A more reachable retirement savings target: 60% of pre-retirement income

<i>Breakfast with Benjamin</i>: Instead of needing 80% of your pre-retirement income, you can probably make it with 60%.

By Jeff Benjamin
This new ETF tracks the green version of the S&P 500
EQUITIES DEC 01, 2015
This new ETF tracks the green version of the S&P 500

The SPDR S&amp;P 500 Fossil Fuel Free ETF is a greener version of the world's first and largest ETF.

By Bloomberg