Equities

Displaying 3226 results
Hillary Clinton's short-sighted tax on long-term capital gains leaves advisers unimpressed
EQUITIES JUL 31, 2015
Hillary Clinton's short-sighted tax on long-term capital gains leaves advisers unimpressed

Pandering move says plenty about the candidate and her economic sense.

By Jeff Benjamin
EQUITIES JUL 31, 2015
A better way to get China exposure

<I>Breakfast with Benjamin:</I> Investing in China stocks is a scary proposition right now but there's an ETF that uses a smart approach. It's down, but not like the Shanghai market.

By Jeff Benjamin
EQUITIES JUL 28, 2015
A warning shot across the market's bow

<i>Breakfast with Benjamin:</i> Package delivery company UPS has warned that the U.S. economy appears to be slowing. That's bad news for the Fed and stock investors.

By Jeff Benjamin
EQUITIES JUL 27, 2015
This bond fund manager has figured out stocks and his fund is flying

High-yield-bond research leads manager to companies whose stocks are primed to rise.

By Bloomberg
EQUITIES JUL 26, 2015
As dividend-paying stocks fall out of favor, trading strategies could help

Advisers should resist the urge to shift their dividend-stock assets into bonds as interest rates rise and instead consider dividend swaps and futures, as well as option combinations.

By Eric Ervin
Health care creates a bright spot for beleaguered stock-pickers
EQUITIES JUL 25, 2015
Health care creates a bright spot for beleaguered stock-pickers

Sector funds give specialist managers an opportunity to shine during a long bull market.

By Trevor Hunnicutt
'Terror-free' investing proves winning strategy for Patriot Fund
EQUITIES JUL 23, 2015
'Terror-free' investing proves winning strategy for Patriot Fund

The upside of avoiding energy stocks and the pain of a strong dollar.

By Jeff Benjamin
EQUITIES JUL 23, 2015
The market's zero-to-hero story

<i>Breakfast with Benjamin:</i> The financial sector has been a laggard and in fact hasn't been an early cycle winner since 2011. But the picture is getting brighter.

By Jeff Benjamin
New highs not uncommon: S&P 500 achieves record in 53% of years
EQUITIES JUL 22, 2015
New highs not uncommon: S&P 500 achieves record in 53% of years

The benchmark equities gauge rose 0.1% to end Monday at 2,128.28, after briefly rising above its record closing level of 2,130.82 during the session.

By Bloomberg
EQUITIES JUL 21, 2015
Tech stock rally knocked cold

<i>Breakfast with Benjamin:</i> Earnings season started out strong but weak numbers from bellwethers like Apple are slamming the brakes on the market's rally. Buckle up.

By Jeff Benjamin
S&P 500 stocks give advisers sinking feeling as 'buy the dip' stops paying out
EQUITIES JUL 21, 2015
S&P 500 stocks give advisers sinking feeling as 'buy the dip' stops paying out

It's not that there are fewer decreases in U.S. equities &amp;mdash; it's that declines have gotten longer, averaging almost two days, and the rebounds are weakening.

By Bloomberg
Inside the S&P 500: Adds, drops and tall tales
EQUITIES JUL 21, 2015
Inside the S&P 500: Adds, drops and tall tales

The idea that one could profit from buying a stock as soon as possible after its addition to an index is announced, then selling it when it enters the index is tempting.

By David Blitzer
Hedge fund specialist SkyBridge pushes back against liquid alts trend
EQUITIES JUL 20, 2015
Hedge fund specialist SkyBridge pushes back against liquid alts trend

Liquidity, performance concerns and business conflict cause the expanding hedge-fund firm to take a more traditional approach to mutual funds.

By Trevor Hunnicutt
Goldman pares down liquid alts, presses Morningstar to follow suit
EQUITIES JUL 17, 2015
Goldman pares down liquid alts, presses Morningstar to follow suit

The key is bringing liquid alts more in line with hedge fund strategies

By Jeff Benjamin
3 things to consider before pursuing a strategic asset allocation
EQUITIES JUL 14, 2015
3 things to consider before pursuing a strategic asset allocation

Common assumptions that come with investment strategies don't always reflect reality.

By Peter Hecht
BlackRock warns of stock-bond correlation, suggests illiquid real estate
EQUITIES JUL 14, 2015
BlackRock warns of stock-bond correlation, suggests illiquid real estate

Chief investment strategist says liquid investments are being challenged to offer competitive returns.

By Trevor Hunnicutt
China's stock market meltdown is looking like a buying opportunity
EQUITIES JUL 14, 2015
China's stock market meltdown is looking like a buying opportunity

Strategists recommend a slow and steady move into the world's second-largest equity market.

By Jeff Benjamin
EQUITIES JUL 14, 2015
Goldman's Cohn: Dream on if you think the Fed is hiking rates in September

<i>Breakfast with Benjamin</i>: Gary D. Cohn, president and COO of Goldman Sachs, believes the economy and markets are in no shape for higher rates.

By Jeff Benjamin
Greece's latest problem is the IMF
EQUITIES JUL 13, 2015
Greece's latest problem is the IMF

<i>Breakfast with Benjamin</i>: The IMF is throwing a wrench into the Greek bailout works, setting off a political earthquake in Europe.

By Jeff Benjamin
The toughest job in financial advice: Teaching economics to a presidential contender
EQUITIES JUL 13, 2015
The toughest job in financial advice: Teaching economics to a presidential contender

<i>Breakfast with Benjamin</i>: Teaching economics to a presidential contender isn't easy. Unless the economic advisers agree with the preconceived views of the candidates, the relationship can be testy and useless.

By Jeff Benjamin