Equities

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Rising rates no cause for alarm: Nuveen's Bob Doll
EQUITIES MAR 24, 2015
Rising rates no cause for alarm: Nuveen's Bob Doll

Fidelity's te Wildt says Fed will hike slowly, warns advisers on unconstrained bond funds.

By Darla Mercado
HSBC says the dollar's powerful days are numbered
EQUITIES MAR 23, 2015
HSBC says the dollar's powerful days are numbered

<i>Breakfast with Benjamin</i>: HSBC thinks the strong dollar is poised to run out of steam, though it might just be wishful thinking.

By Jeff Benjamin
Where to invest during the run-up to the presidential election
EQUITIES MAR 22, 2015
Where to invest during the run-up to the presidential election

<i>Breakfast with Benjamin</i>: As the dollars get thrown around the mud starts flying, you might as well invest along for the ride.

By Jeff Benjamin
The looming threat of an increasingly powerful dollar
EQUITIES MAR 20, 2015
The looming threat of an increasingly powerful dollar

<i>Breakfast with Benjamin</i>: It's important to understand the scary downside of an extremely strong U.S. dollar.

By Jeff Benjamin
DoubleLine's Jeffery Gundlach says 'blockhead' Fed should postpone raising rates
EQUITIES MAR 20, 2015
DoubleLine's Jeffery Gundlach says 'blockhead' Fed should postpone raising rates

$44.6 billion DoubleLine Total Return Fund manager says central bank should hold off on raising rates; gives a nod toward gold, India equities and shorting the dollar.

By Jeff Benjamin
Merrill Lynch tells its advisers to get some water
EQUITIES MAR 17, 2015
Merrill Lynch tells its advisers to get some water

Nontraditional investment could benefit from long-term trends, values-based investing: CIO Bartels.

By Trevor Hunnicutt
EQUITIES MAR 16, 2015
In contrast to wages, real estate prices are hitting the roof

<i>Breakfast with Benjamin:</i> Real estate prices climbing sharply and investors are taking the blame. Plus: Fed preps for the unfamiliar waters of a rate hike, biotech looks to be correcting, and which rock star investor are you?

By Jeff Benjamin
Index-investing purists ignoring mounting downside risks
EQUITIES MAR 16, 2015
Index-investing purists ignoring mounting downside risks

Six years into a bull run that has seen the S&amp;P 500 more than triple, it's time to recognize the potential benefits of active management over indexing.

By Jeff Benjamin
Being smart about smart beta
RIA NEWS MAR 12, 2015
Being smart about smart beta

<i>Breakfast with Benjamin</i>: Smart beta is here to stay, so you might as well try and figure out what the heck it is.

By Jeff Benjamin
At 85, Vanguard's John Bogle still fighting hard for index investing
EQUITIES MAR 12, 2015
At 85, Vanguard's John Bogle still fighting hard for index investing

Mutual fund elder statesman doesn't mince words when discussing active management, and he worries about ETFs.

By Bloomberg
Small cap stocks go large on dividend payouts
EQUITIES MAR 10, 2015
Small cap stocks go large on dividend payouts

Emerging trend could change the way advisers view income and growth.

By Jeff Benjamin
Strong dollar is keeping the markets on edge
EQUITIES MAR 10, 2015
Strong dollar is keeping the markets on edge

<i>Breakfast with Benjamin</i>: The wicked-fast pace of the dollar's rise has markets on edge, with other currencies unable to adapt fast enough.

By Jeff Benjamin
In rare move, Vanguard beefs up international exposure in target date funds
EQUITIES MAR 10, 2015
In rare move, Vanguard beefs up international exposure in target date funds

Fund giant also plans to launch lower-cost institutional series to expand its market reach.

By Jeff Benjamin
4 ways cash drags down investors' portfolios
EQUITIES MAR 09, 2015
4 ways cash drags down investors' portfolios

Betterment's director of behavioral finance and investing says cash isn't a good investment for anything other than the very short term.

By Dan Egan
4 ways cash drags down investors' portfolios
OPINION MAR 09, 2015
4 ways cash drags down investors' portfolios

Betterment's director of behavioral finance and investing says cash isn't a good investment for anything other than the very short term.

By Dan Egan
Maxing out a 401(k) doesn't mean you can't keep saving for retirement
EQUITIES MAR 09, 2015
Maxing out a 401(k) doesn't mean you can't keep saving for retirement

<i>Breakfast with Benjamin</i>: Having a maxed-out 401(k) is a good problem to have, but saving for retirement shouldn't end there.

By Jeff Benjamin
Apple joining Dow could leave clients overexposed to tech giant
EQUITIES MAR 09, 2015
Apple joining Dow could leave clients overexposed to tech giant

Blue chip barometer likely to get more volatile after the March 19 switch.

By Jeff Benjamin
Smart money moving to the sidelines as earnings signal flashes red
EQUITIES MAR 09, 2015
Smart money moving to the sidelines as earnings signal flashes red

<i>Breakfast with Benjamin:</i> Earnings signal flashing red, sending some investors to the sidelines, Gross sets a timeline, Bernanke wants the president to have more power, ETF investors hedge currencies and chase corporate bonds, and the first-year numbers behind Colorado's legal weed.

By Jeff Benjamin
Financial adviser sentenced to 51 months for ripping off elderly clients
RIA NEWS MAR 09, 2015
Financial adviser sentenced to 51 months for ripping off elderly clients

Tuesday's <i>Breakfast with Benjamin</i> features an adviser sentenced to 51 months of jail time for stealing from elderly clients. Plus: Bill Gross doesn't see a rate hike till late in the year, the latest bet for oil, and a don't-miss webcast sets the stage for 2015.

By Jeff Benjamin
EQUITIES MAR 08, 2015
Green bonds climb as investors try to match their environmental goals

Issuance of green bonds hit $36.6 billion last year, more than six times the $6 billion issued in 2012

By Jeff Benjamin