Fixed Income

Displaying 3156 results
The risky but necessary bet on dividends for income
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
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
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
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
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
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
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
Bernstein: Passive investing is worse for society than Marxism
MUTUAL FUNDS AUG 22, 2016
Bernstein: Passive investing is worse for society than Marxism

The rise of passive asset management threatens to fundamentally undermine the entire system of capitalism, say analysts at research and brokerage firm Sanford C. Bernstein & Co.

By Bloomberg
Bond king Jeffrey Gundlach's DoubleLine smart beta stock fund bucks the outflow trend
EQUITIES AUG 22, 2016
Bond king Jeffrey Gundlach's DoubleLine smart beta stock fund bucks the outflow trend

The DoubleLine Shiller Enhanced CAPE fund had a net inflow of $117.07 million in July, its largest ever.

By John Waggoner
EQUITIES AUG 22, 2016
DoubleLine's Jeffrey Gundlach favors gold, and little else

Plus: Jim Cramer's mad method, prime money funds shrink, and how to have fewer regrets when you retire

By Jeff Benjamin
What's behind the gold price rally, and will it hold?
ALTERNATIVES AUG 17, 2016
What's behind the gold price rally, and will it hold?

High demand, stock market valuations, stingy bond yields and unorthodox monetary policy may be stoking the rally, which seems to have legs.

By Jeff Benjamin
All three stock indexes hit record highs in 1999 redux, minus the investor euphoria
EQUITIES AUG 15, 2016
All three stock indexes hit record highs in 1999 redux, minus the investor euphoria

Thanks to the Fed, outlook stays positive for stocks

By Jeff Benjamin
Bond-fund correlations increase interest-rate risk
ALTERNATIVES AUG 12, 2016
Bond-fund correlations increase interest-rate risk

Financial advisers should diversify into credit-risk strategies.

By Jeff Benjamin
Hillary Clinton's economic proposals trump Donald Trump's: Moody's
EQUITIES AUG 11, 2016
Hillary Clinton's economic proposals trump Donald Trump's: Moody's

Both candidates are promising lots of government spending.

By Jeff Benjamin
Active ETFs produce few stars and even fewer fans
EQUITIES AUG 11, 2016
Active ETFs produce few stars and even fewer fans

Mutual fund firms move defensively toward active ETFs.

By Jeff Benjamin
FIXED INCOME AUG 10, 2016
Fed officials feel the heat heading into Jackson Hole meeting

Plus: Kitces breaks down inherited retirement assets, new money market rules, and saving for a dream vacation

By Jeff Benjamin
EQUITIES AUG 10, 2016
A case for cash when stock prices are off the charts

Plus: The end of hedge fund fees, a mutual fund for the marijuana industry, and the economics of not getting married.

By Jeff Benjamin
EQUITIES AUG 05, 2016
Bond bears are starting to look smart

Plus: Trump vs. Clinton tax plans, American household debt, and how to survive retirement

By Jeff Benjamin
EQUITIES AUG 04, 2016
Nassim Taleb trots out another 'black swan' forecast

Plus: Barclays predicts bad things ahead, active v passive REIT ETFs, and there is no escaping that student loan debt

By Jeff Benjamin
EQUITIES AUG 04, 2016
Finding safe yields above 5%

Plus: The fallout from cheap oil is widespread, the downside of a good jobs report, and drone racing

By Jeff Benjamin