Advisers should start talking to clients about the potential detriments of chasing sheer performance — and the importance of understanding how gains are achieved.
Gap between active and passive funds in international equities reaches highest level since financial crisis.
Shares of companies spending cash on capital, instead of on dividends or buybacks, lag
The Dow Jones U.S. Contrarian Opportunities Index has risen more this year than an equally weighted version of the S&P 500.
Research backs up the old Wall Street adage. So should you start planning your exit from stocks at the end of the month?
With any luck, by the time the market re-opens Monday, the stunningly weak report will be fully absorbed and diluted along with a weekend full of marshmallow bunnies, chocolate eggs and whatever other news develops. But don't bet on it.
<i>Breakfast with Benjamin</i>: Would buying one share of Warren Buffett's Berkshire Hathaway be a good savings strategy?
<i>Breakfast with Benjamin</i>: The data show companies are hiring, but virtually everything else in the economy is falling.
<i>Breakfast with Benjamin</i>: Millennials don't really care about financial advice, which is a boon for robo-advisers, but a bad sign for the advice industry.
<i>Breakfast with Benjamin</i>: The Iran nuke deal could mean even more oil coming into an already flooded market.
Simple ways to remove the currency risk are available but advisers need to find &mdash; and understand &mdash; them.
<i>Breakfast with Benjamin</i>: The first quarter ends with a thud, and now everybody can start worrying about a rate hike.
Convertible income fund timed for a rising rate environment.
Balancing equity risk with capturing decent returns is always difficult and these strategies could help, especially today with liquid alternatives.
<i>Breakfast with Benjamin</i>: Do-it-yourself bond traders have become much more than just a nagging headache for Wall Street's big boys.
Annual college basketball tournament gives boost to restaurants such as Buffalo Wild Wings, beer makers and bars; retail sales for food-service and drinking places rise more in March than rest of the year.
On today's <i>Breakfast with Benjamin</i>, Wall Street wannabees sweat over the results of the December CFA test. Plus: Obama turns tail on 529 tax plan, Gundlach dishes on his own bad trades, and chicken wings might be the best Super Bowl investment.
Attractive yields aside, real estate investments wrapped in a mutual fund are not bonds.
Stocks capped the worst week since January, with the S&P 500 clinging to a ninth straight quarterly advance amid a run of futility not seen in 20 years and the Nasdaq reverses after stalling 10 points shy of its dotcom peak.
<i>Breakfast with Benjamin</i>: As the equity markets start to wobble, analysts start to claim they saw it all coming.
