<i>Breakfast with Benjamin</i>: The bond market and the Fed are suddenly marching in lockstep, with inflation clarity coming soon.
Exchange-traded funds are exceptional tools for allocating client portfolios, but they can lose their effectiveness if implemented incorrectly.
<i>Breakfast with Benjamin</i>: The Fed continues to hem and haw on raising interest rates. Plus: Options-based funds get it done, hedge funder spills the beans on 2015, and the outlook for oil prices is all over the map.
Top-rated fund manager, with better record in bonds than stocks, fond of bold pronouncements.
<i>Breakfast with Benjamin</i>: OPEC might be rethinking their strategy of flooding the market with oil to crush the fracking industry.
Traditional, institutional, buy-and-hold asset allocation model isn't the best fit for all clients.
Most respondents in new survey say they have a financial plan, on the right track but their confidence may be misplaced.
Investors may be taking a wait-and-see approach to the fund, which received an estimated $85.6 million in January.
For investors worried about how stocks will react to rising interest rates, last week's trading may provide some guidance. To wit: Following the biggest one-week jump in 10-year Treasury yields in more than a year, investors are selling the highest-yielding companies in the S&P 500.
<i>Breakfast with Benjamin</i> features the Federal Reserve being caught between a rock and a hard place on rate hikes. Plus: Greeks vote to kick the can down the road, Obama's tax grab looks like a blueprint for the future, and a billionaire tells Americans to spend less money
Find out which separately managed accounts fared the best in the fourth quarter of 2014, across each major sector.
Today's <i>Breakfast with Benjamin</i> includes gold hitting its highest level since September. Plus: Obama wants to tak 529 plans to fund free community college, emerging-market-debt managers emerge from the wreckage of 2014, and it's time to change some passwords.
The solid relative performance of alternatives makes the case for diversification of portfolios in 2015.
Hedge fund manager tops most peers in January with an 8.3% gain.
Investors continue to see domestic stocks as the best thing going: Legg Mason survey.
<i>Breakfast with Benjamin</i> Despite beating 94% of its peers since Bill Gross left the company, Pimco's Total Return Fund still dropped $11.6 billion in January. Plus: Crude oil drives the markets, unbelievable unemployment data, and finding some investments buried beneath the winter snow.
Portfolio managers deliver strong performance with right central bank call, leading Morningstar to boost rating even as more investors pull assets.
Strategy: Be greedy when other muni bond investors get fearful and don't worry when Treasury yields begin to pick up.
Nuveen's chief equity strategist says benefits of lower oil prices and strengthening economy will come to the rescue of equity markets.
'There's value to be found out there, but you have to look very carefully'
