Fixed Income

Displaying 3049 results
INVESTING EQUITIES SEP 09, 2016
Time to start navigating that minefield of mutual fund capital gains

Plus: Investors can't get enough of muni bond ETFs, finding robust yields in fine wines, and a pampered perspective.

By Jeff Benjamin
INVESTING EQUITIES SEP 08, 2016
Morningstar to help advisers compare ETFs to mutual funds

Lumping ETFs and mutual funds into the same peer groups.

By Jeff Benjamin
Yellen says rate-hike case 'has strengthened in recent months'
INVESTING EQUITIES SEP 08, 2016
Yellen says rate-hike case 'has strengthened in recent months'

The case to raise interest rates is getting stronger as the U.S. economy approaches the central bank's goals, Federal Reserve Chair Yellen said.

By Bloomberg
INVESTING EQUITIES SEP 07, 2016
Time to embrace the idea of a nasty market correction

Plus: Investors buckle in for a bumpy ride, the mystery of bond yields, and the upside of mid-day naps

By Jeff Benjamin
U.S. stocks fall from near record high as dollar rebounds
INVESTING EQUITIES SEP 07, 2016
U.S. stocks fall from near record high as dollar rebounds

The dollar also gained as traders digested mixed data in the world's largest economy amid bets interest rates will stay low.

By Bloomberg
Advisers are bracing for a September market storm
INVESTING EQUITIES SEP 07, 2016
Advisers are bracing for a September market storm

The usual volatility could be enhanced by the Fed, geopolitics and the presidential election.

By Jeff Benjamin
Are junk bonds becoming the new equities?
INVESTING EQUITIES SEP 06, 2016
Are junk bonds becoming the new equities?

Tempting yields might be just replacing one kind of risk with another.

By Jeff Benjamin
El-Erian says Fed risks instability, excess by keeping rates low
INVESTING EQUITIES SEP 06, 2016
El-Erian says Fed risks instability, excess by keeping rates low

Federal Reserve officials need to consider the costs of keeping interest rates low, even as the U.S. economy is pressured by diminished worker productivity, according to Allianz's chief economic adviser.

By Bloomberg
Value strategies defy logic in push past growth stocks
INVESTING EQUITIES SEP 01, 2016
Value strategies defy logic in push past growth stocks

Pinning the value rally on the Fed, hoping for the best.

By Jeff Benjamin
INVESTING ETFS AUG 29, 2016
Bond bubble? CFAs say yes

But GDP forecasts say, "Not so fast."

By Bloomberg
INVESTING EQUITIES AUG 26, 2016
Fed finds more reasons to keep sitting on its hands

Plus: You probably shouldn't curse in front on your clients, there's a limit to delaying retirement, and do we really need all these dollar bills?

By Jeff Benjamin
INVESTING EQUITIES AUG 26, 2016
Why Morgan Stanley and Goldman can't agree on interest rates

The divide has grown between Goldman Sachs and Morgan Stanley over the likelihood of higher U.S. interest rates this month.

By Bloomberg
INVESTING EQUITIES AUG 26, 2016
Blaming the 401(k) for lack of retirement savings

Plus: U.S. oil production could derail oil rally, a cash management strategy ahead of October's rule change, and bond ladders still make sense

By Jeff Benjamin
The risky but necessary bet on dividends for income
INVESTING EQUITIES AUG 26, 2016
The risky but necessary bet on dividends for income

Advisers should not forget overall portfolio construction objectives when chasing dividend yields.

By Jeff Benjamin
INVESTING EQUITIES AUG 26, 2016
Morningstar demystifies 401(k) loans

Plus: DOJ move sends prison stocks to the hole, SEC wants cleaner earnings reports, and proof that faster food can be healthier food

By Jeff Benjamin
INVESTING FIXED INCOME AUG 26, 2016
The Fed might have to give money directly to consumers

Plus: Honoring SPY, you will be voting for bigger deficits, and broke millennials as a voting bloc

By Jeff Benjamin
SEC says 71 municipal borrowers lied about disclosure histories
INVESTING FIXED INCOME AUG 25, 2016
SEC says 71 municipal borrowers lied about disclosure histories

Agency reaches settlements with issuers, doesn't access fines.

By Bloomberg
Money-market funds scramble ahead of SEC's floating NAV rule
INVESTING MUTUAL FUNDS AUG 24, 2016
Money-market funds scramble ahead of SEC's floating NAV rule

Fund companies, investors move to avoid new fees and restrictions

By Jeff Benjamin
INVESTING RETIREMENT PLANNING AUG 24, 2016
DOL fiduciary rule gets it half right on the municipal bond market

Shrinking the pool of muni sellers does not help investors

By Jeff Benjamin
The absurd fight over mutual fund reports you probably don't even read
INVESTING EQUITIES AUG 23, 2016
The absurd fight over mutual fund reports you probably don't even read

Mutual funds argue an SEC proposal would save millions of trees, while paper companies say going digital would harm elderly investors.

By Bloomberg