Investing

Displaying 13508 results
Energy funds iPath, VanEck and Highland soar as oil rebounds above $50 a barrel
EQUITIES JUN 01, 2016
Energy funds iPath, VanEck and Highland soar as oil rebounds above $50 a barrel

The best performing fund was iPath's exchange-traded note (OIL), which pumped out a cumulative 81.9% gain.

By John Waggoner
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
MUTUAL FUNDS MAY 31, 2016
Wall Street turns to ETFs to sidestep illiquidity in bond market

Global fixed-income ETFs attracted $60 billion through May 25 and are on pace to exceed annual record of $93.5 billion in 2015.

By Bloomberg
EQUITIES MAY 31, 2016
How stocks' performance can help predict the presidential election

<i>Breakfast with Benjamin</i> Paying attention to how stocks trend between August and November could be a giveaway for which party's candidate will be elected president.

By Jeff Benjamin
China reality check halts stock rally
MUTUAL FUNDS MAY 31, 2016
China reality check halts stock rally

S&amp;P 500 falls for first time in March, Treasuries rally

By Bloomberg
EQUITIES MAY 29, 2016
Permanent 100% exclusion of small business gains a long-term tax advantage

Exclusion for qualified stock will be a big draw for investors to reconsider C corps.

By Jennifer Friedman
ALTERNATIVES MAY 27, 2016
The ultimate alternative investment: Really expensive watches

<i>Breakfast with Benjamin</i> Instead of timing the market, how about investing in time? Specifically, really expensive watches.

By Jeff Benjamin
EQUITIES MAY 27, 2016
Small-cap stocks gaining momentum while rates stay low

<i>Breakfast with Benjamin</i> Small caps have started to outperform, and it might be connected to the Fed's downward revision on 2016 rate hikes.

By Jeff Benjamin
ALTERNATIVES MAY 27, 2016
Returns are big, but the jury is still out on lawsuit investing

In addition to risks and returns, advisers need to worry about moral and ethical issues

By Jeff Benjamin
EQUITIES MAY 26, 2016
Sky-high cash stockpiles expose rising investor unease

<i>Breakfast with Benjamin</i> If the heaping cash stockpiles are any indication, investors are getting more nervous by the day.

By Jeff Benjamin
Robo platforms create a new headache for human advisers: wash sales
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
Marijuana startup MassRoots' plans to join Nasdaq go up in smoke
EQUITIES MAY 26, 2016
Marijuana startup MassRoots' plans to join Nasdaq go up in smoke

Nasdaq listing snub could set a precedent for marijuana stocks.

By Jeff Benjamin
EQUITIES MAY 24, 2016
Steven Cohen wants a minor league system for portfolio managers

<i>Breakfast with Benjamin</i> The hedge funder is recruiting sophomores in an effort to reduce the time it takes a college grad to become a portfolio manager.

By Jeff Benjamin
Troubled Texas REIT claims no fraud after internal investigation
ALTERNATIVES MAY 24, 2016
Troubled Texas REIT claims no fraud after internal investigation

UDF IV, which had its shares stop trading in February after its offices were raided by the FBI, says its own investigation of its business found no evidence of fraud.

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

Recent performance can be deceiving.

By Jeff Benjamin
Smoking out the right way to invest in the marijuana movement
EQUITIES MAY 24, 2016
Smoking out the right way to invest in the marijuana movement

Advisers keeping their distance from high-flying pot stocks.

By Jeff Benjamin
Broker-dealers that sold UDF REITs to face investor claims
ALTERNATIVES MAY 24, 2016
Broker-dealers that sold UDF REITs to face investor claims

Independent broker-dealers that sold the distressed series of UDF real estate investment trusts could soon be facing arbitration claims from angry investors, according to Alan Rosca, a plaintiff's attorney.

By Bruce Kelly
Texas REIT subpoenaed after FBI raid
ALTERNATIVES MAY 24, 2016
Texas REIT subpoenaed after FBI raid

Management of distressed real estate investment trust United Development Funding IV has been subpoenaed to hand over company documents to a grand jury.

By Bruce Kelly
FBI raids offices of Texas REIT
ALTERNATIVES MAY 24, 2016
FBI raids offices of Texas REIT

United Development Funding IV's stock price has dropped 81% in the past two months after a hedge fund alleged it was operating like a Ponzi scheme

By Bruce Kelly
Why it's a good thing that investors and financial advisers are bearish
MUTUAL FUNDS MAY 23, 2016
Why it's a good thing that investors and financial advisers are bearish

When's the last time a client berated you for not being bullish enough?

By John Waggoner