Fixed Income

Displaying 3050 results
INVESTING EQUITIES JUN 01, 2016
Passive funds see big inflows in April

Investors yank money from stock funds in time to miss May rally.

By John Waggoner
Robo platforms create a new headache for human advisers: wash sales
INVESTING EQUITIES MAY 26, 2016
Robo platforms create a new headache for human advisers: wash sales

Most robos boast standard safeguards to prevent wash sales on accounts on the platforms, but can't guard against non-platform trading.

By Jeff Benjamin
Avoid the TIPS rally. It's merely an inflation head-fake
INVESTING MUTUAL FUNDS MAY 24, 2016
Avoid the TIPS rally. It's merely an inflation head-fake

Recent performance can be deceiving.

By Jeff Benjamin
Pay rule may give BlackRock recruiting boost over JPMorgan
INVESTING EQUITIES MAY 17, 2016
Pay rule may give BlackRock recruiting boost over JPMorgan

U.S. incentive-compensation proposal toughest on large lenders.

By Bloomberg
INVESTING ETFS MAY 16, 2016
Bond ETFs brace for a June rate hike

Plus: Millennials don't invest like the rest of us, mid-cap stocks to the rescue, and Big Pharma pulls a fast one

By Jeff Benjamin
INVESTING EQUITIES MAY 16, 2016
Why the inventor of 401(k)s came to view them as 'monsters'

<i>Breakfast with Benjamin</i> Why the father of the 401(k) came to think the plans were better at helping the financial industry than retirement savers.

By Jeff Benjamin
INVESTING FIXED INCOME MAY 16, 2016
Don't rule out a June rate hike by the Federal Reserve

Plus: Deciding between ETFs and mutual funds, why borrowing from a 401(k) is a bad idea, and how to tell if you're traveling next to an economist

By Jeff Benjamin
INVESTING FIXED INCOME MAY 15, 2016
Survey of 50 states shows 'stable' finances, for most

By John Waggoner
INVESTING EQUITIES MAY 13, 2016
DOL fiduciary rule trips up robo efforts at BlackRock, Schwab

Plus: Measuring Jim Cramer's performance, personal finance myths, and Social Security misconceptions

By Jeff Benjamin
Take 5: Allianz's El-Erian says Hillary Clinton has best economic plan
INVESTING EQUITIES MAY 13, 2016
Take 5: Allianz's El-Erian says Hillary Clinton has best economic plan

Five candid responses on the Fed, the economy, and how to invest $1 million

By Jeff Benjamin
INVESTING RETIREMENT PLANNING MAY 12, 2016
Donald Trump's focus on U.S. debt could hurt retirement accounts

Plus: Hedge fund manager still raking in the big bucks, another Bernie Sanders gaff, and making sense of smart beta

By Jeff Benjamin
Move over, Puerto Rico. Illinois, New Jersey and other states face municipal bond woes, too
INVESTING MUTUAL FUNDS MAY 12, 2016
Move over, Puerto Rico. Illinois, New Jersey and other states face municipal bond woes, too

Those as well as energy-producing states are seeing worsening balance sheets.

By John Waggoner
INVESTING EQUITIES MAY 11, 2016
High-frequency trading has made the stock market better for investors

<i>Breakfast with Benjamin</i> If you're happy with the stock market, you can thank the existence of high-frequency trading.

By Jeff Benjamin
<h1>Cerulli finds that financial advisers do better when sticking with in-house products </h1>
INVESTING RIAS MAY 11, 2016
<h1>Cerulli finds that financial advisers do better when sticking with in-house products </h1>

Customizing portfolios introduces human frailty and failure.

By Jeff Benjamin
Bond funds get a pass in active-management debate
INVESTING EQUITIES MAY 11, 2016
Bond funds get a pass in active-management debate

As with equities, passive funds are often the better bet.

By Jeff Benjamin
Janus Capital's Bill Gross says only the Federal Reserve can save us
INVESTING EQUITIES MAY 09, 2016
Janus Capital's Bill Gross says only the Federal Reserve can save us

Janus bond manager pushes for 'helicopter money' pronto

By Jeff Benjamin
OppenheimerFunds among the biggest bulls on Puerto Rico's municipal bonds
INVESTING FIXED INCOME MAY 09, 2016
OppenheimerFunds among the biggest bulls on Puerto Rico's municipal bonds

Of the muni bond funds tracked by Morningstar Inc., OppenheimerFunds stands out as the biggest fan of debt issued by financially-strapped island nation.

By Jeff Benjamin
INVESTING EQUITIES MAY 08, 2016
Shedding early light on President Barack Obama's economic legacy

The long-term effects of the decisions made will shed light on the effectiveness of this period of economic history

By MFXFeeder
INVESTING EMERGING MARKETS MAY 08, 2016
Keep your eye on the Puerto Rico bond saga

Advisers must regularly monitor investments, even apparently safe mutual funds, to make sure they are not taking on increased risk.

By MFXFeeder
Puerto Rico default could blindside investors in municipal bonds
INVESTING MUTUAL FUNDS MAY 04, 2016
Puerto Rico default could blindside investors in municipal bonds

Some muni funds, such as Oppenheimer, are over-exposed to the risky bonds.

By Jeff Benjamin