Equities

Displaying 2831 results
INVESTING EQUITIES AUG 04, 2014
Timing charitable gifts to avoid an inversion's tax bite

Shareholders of companies who expatriate must carefully time stock donations.

By Darla Mercado
INVESTING EQUITIES AUG 04, 2014
Barack Obama's attempt to both embrace and shun the financial markets

On today's <i>Breakfast with Benjamin</i> menu: Obama's attempt to embrace and shun markets. Plus: Volatility awakens nervous investors; crowdfunding and crowd funding; building your own hedge fund made easy; and bacon prices soar because we Americans just love that greasy stuff.

By Jeff Benjamin
INVESTING EQUITIES AUG 04, 2014
Where the returns were (and weren't) in July

Investors in both bonds and stocks had to look far and wide to post gains last month.

By Trevor Hunnicutt
INVESTING EQUITIES AUG 04, 2014
As volatility returns to market, some advisers prepare for a 10% correction

Thursday's stock market sell-off eases, but some advisers see the potential for rising volatility and a correction.

By Trevor Hunnicutt
INVESTING EQUITIES AUG 01, 2014
Buckling in for market volatility

<i>Breakfast with Benjamin:</i> Market volatility headed your way. Plus: Hidden ETF risks, Buffett hoards cash, SEC whistleblowers come out of the woodwork, the upside of passive real estate investing, and how Millennials blow through their money.

By Jeff Benjamin
INVESTING EQUITIES AUG 01, 2014
Market slide gains momentum

Today's <i>Breakfast with Benjamin</i> looks at what the jobs report could mean for stocks, Argentina's strategy of denial and Federal Reserve data cherry-picking.

By Jeff Benjamin
INVESTING EQUITIES AUG 01, 2014
Global selloff, weak earnings send stocks to big loss

S&amp;P 500 posts first monthly loss since January; Dow erases gains for the year.

By Bloomberg
INVESTING EQUITIES JUL 31, 2014
Barclays offers ETN wagering on corporates with female leaders

Jumping on trend, UK bank follows on the heels of Sallie Krawcheck's new fund launched last month.

By Gregory Crawford
INVESTING EQUITIES JUL 30, 2014
Argentina fails to negotiate its way out of default

<i>Breakfast with Benjamin:</i> Argentina defaults. Plus: Fund managers deal with Argentina bond exposure; the Fed's-eye view of unemployment; fallout from Russian sanctions; San Bernardino goes to pot; and a cannabis stock rally adds a new twist to buying high.

By Jeff Benjamin
INVESTING EQUITIES JUL 30, 2014
Stock market still confounding naysayers

The market's resiliency underscores its solid foundation, emphasizes critical underpinnings of monetary policy, corporate earnings.

By Gene Peroni
INVESTING EQUITIES JUL 30, 2014
How investors should factor global unrest into their portfolios

How should you factor in global turmoil into your client's portfolios? Well, for starters, Russian stocks look cheap but should be underweighted while Israeli stocks offer potential upside.

By Todd Rosenbluth and John Krey
INVESTING EQUITIES JUL 29, 2014
Advisers and investors take new military action in stride

Day after Obama authorizes new round of air strikes in the Middle East, oil drops. What gives?

By Trevor Hunnicutt
INVESTING EQUITIES JUL 29, 2014
An investment strategy that works

<i>Breakfast with Benjamin:</i> How to get into stocks. Plus: One veteran trader's big worries; why you need to have a business continuity plan; high quality bonds are scarce; no summer doldrums this wee; and a lesson from the king. Burger King.

By Jeff Benjamin
INVESTING EQUITIES JUL 29, 2014
Why U.S. investors are buying foreign stocks

Many Americans are making smart moves with their investment portfolios by favoring foreign stocks over domestic ones. But it's not because they've suddenly become savvy.

By Bloomberg
INVESTING EQUITIES JUL 28, 2014
Treasury yields are poised for a run

Today's <i>Breakfast with Benjamin</i> also features notes on geopolitical unrest hitting the markets, an IPO-heavy week, and Morgan Stanley junior bankers getting a 'living wage.'

By Jeff Benjamin
INVESTING EQUITIES JUL 25, 2014
Fed watchers see more tapering and little else from today's minutes

On today's <i>Breakfast with Benjamin</i> menu: Gearing up for Fed news. Plus: Putin's next move could be painful; Argentina teeters on the brink of default; another naysayer calls for a correction; the long view on a higher minimum wage; and a portfolio rebalance refresher.

By Jeff Benjamin
INVESTING EQUITIES JUL 25, 2014
Giddy markets continue to look blissfully past mounting geopolitical unrest

<i>Breakfast with Benjamin:</i> Looking past all the geopolitical risk. Plus: U.S. investors finally start diversifying overseas, what's not to like about a marijuana ETF, how the Millennial generation slept through the bull market run, and a tribute to a fund industry critic.

By Jeff Benjamin
INVESTING EQUITIES JUL 25, 2014
No wall of worry: Stocks climb in face of global upheaval

Investors look beyond geopolitical risks and focus on improving economy, corporate profits.

By Jeff Benjamin
INVESTING EQUITIES JUL 25, 2014
Advisers embrace liquid alts to navigate Fed policy

<i>Breakfast with Benjamin:</i> Advisers go liquid to navigate Yellen Fed policy. Plus: Global stocks are loving the Fed's latest non-move, energy stocks ride high on the unrest in Iraq, an IRS excuse that the IRS would never accept from you, and political correctness has the Washington Redskins surrounded.

By Jeff Benjamin
INVESTING EQUITIES JUL 25, 2014
High-speed trading rules coming from SEC, White says

Proprietary traders who use computers to buy and sell stocks in milliseconds would have to register with the agency under chair's recommendations.

By Gregory Crawford