Fixed Income

Displaying 3082 results
What Obama's attempt to tax 529 plans says about the safety of Roth IRA assets
RIA NEWS MAR 04, 2015
What Obama's attempt to tax 529 plans says about the safety of Roth IRA assets

Changes could spark revolt, but 'when Congress needs dollars, they're going to get them,' one adviser says.

By Jeff Benjamin
EQUITIES MAR 04, 2015
What investors might be missing in the big picture

Everyone knows what inflation is, but deflation is another story. What questions should investors be asking?

By David F. Sand
EQUITIES MAR 03, 2015
Oil-price slide is starting to get scary

<i>Breakfast with Benjamin:</i> Talk of an oil comeback is fading fast. Plus: Some good news for gold investors, bankers head for greener pastures, and a St. Patty's Day spelling bee

By Jeff Benjamin
Gross' fund at Janus Capital suffers net redemptions as performance trails
FIXED INCOME MAR 03, 2015
Gross' fund at Janus Capital suffers net redemptions as performance trails

February marks first month of outflows since bond manager joined firm

By Bloomberg
Keys to building, or re-building, your bond portfolios
FIXED INCOME MAR 03, 2015
Keys to building, or re-building, your bond portfolios

With talk of interest rates starting to rise, investors may be nervous about investing in fixed income markets. Here's how to help your clients keep things in perspective.

By Scott Couto
EQUITIES MAR 03, 2015
Advisers slow to embrace socially responsible investments sought by clients

Despite being increasingly in-demand from clients like Bryan Wilson (pictured), advisers have been slow to embrace socially responsible investments. <b><i>(Plus: <a href=&quot;http://www.investmentnews.com/section/specialreport/20150301/IMPACTINVEST&quot; target=&quot;_blank&quot;>Our full Impact Investing special report</a>)</b></i>

By Liz Skinner
Bill Gross a victim of the plunge in oil prices
ALTERNATIVES MAR 03, 2015
Bill Gross a victim of the plunge in oil prices

Manager's $1.46 billion fund at Janus hit by investments in debt issued by U.S., Russian and Brazilian energy companies.

By Bloomberg
BlackRock adds fuel to smart beta debate in push for exotic bond strategies
ETFS MAR 03, 2015
BlackRock adds fuel to smart beta debate in push for exotic bond strategies

Money manager set to launch new strategy as &#8220;smart&#8221; way to dodge investment risks as rates rise.

By Trevor Hunnicutt
Will European easing sideline a Fed rate hike?
RIA NEWS MAR 03, 2015
Will European easing sideline a Fed rate hike?

Advisers and experts say 'the Fed really is hamstrung' by European Central Bankers' planned $50-billion-per-month quantitative easing program, meaning they can't raise or lower interest rates in this environment.

By Jeff Benjamin
EQUITIES MAR 03, 2015
Coming off a big year, Janus files for exotic ETFs

Move launches competition with Goldman Sachs in alternative space

By Trevor Hunnicutt
EQUITIES MAR 02, 2015
Fresh rate-hike rumors will be testing investor nerves this week

<i>Breakfast with Benjamin:</i> Investors' nerves tested by rate hike talk this week. Plus: Most of the world's major oil projects are doing just fine at current price levels, retirement savings in a nutshell, and the chokehold of consumer debt.

By Jeff Benjamin
EQUITIES MAR 01, 2015
Go where the NBA finals go: Cleveland and Oakland looking better as investment destination

Is there Examining the correlation between success in professional basketball and the economic performance and cultural dominance of particular cities.

By David F. Sand
EQUITIES MAR 01, 2015
Why an offense-only strategy won't succeed

Risk management is as important to long-term financial planning as the growth of investments

By Michael Russo
Socially conscious funds ranked by one-year total return
EQUITIES MAR 01, 2015
Socially conscious funds ranked by one-year total return

The top-performing socially conscious funds broken down by category.

By Trevor Hunnicutt
RETIREMENT PLANNING FEB 28, 2015
When is a good time to convert to a Roth IRA?

<i>Breakfast with Benjamin:</i> When it's OK to convert to a Roth IRA. Plus: Two emerge as Buffett successors; recognizing seasoned financial veterans, and Asian stocks get a boost from Chinese bankers.

By Jeff Benjamin
MUTUAL FUNDS FEB 26, 2015
Factors to consider when choosing a 529 college savings plan

Look for automatic reallocation, inflation hedges and other features.

By Liz Skinner
Fund managers warned on exotic ETFs
EQUITIES FEB 26, 2015
Fund managers warned on exotic ETFs

As industry turns to smart beta to capture growth, product developers may need to step up stress testing.

By Trevor Hunnicutt
Gundlach tests ETF waters with new active fund
ETFS FEB 25, 2015
Gundlach tests ETF waters with new active fund

Rock star portfolio manager's new addition is the 26th exchange-traded fund launched this year but is possibly the most important as test of active management.

By Bloomberg
RIA NEWS FEB 24, 2015
Schwab must face adviser's lawsuit after all: appellate court

Judges said the firm must face a class-action lawsuit on mortgage debt in bond funds.

By Trevor Hunnicutt
FIXED INCOME FEB 24, 2015
Fed Vice Chair Fischer says rate hike most likely June or September

Federal Vice Chairman Fischer says the central bank is most likely to raise interest rates in June or September, although economic developments might warrant different timing for liftoff.

By Bloomberg