Investing

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EQUITIES JUL 06, 2016
DoubleLine's Jeffrey Gundlach says Donald Trump would be huge for stocks, not so much for bonds

<i>Breakfast with Benjamin</i> DoubleLine's Jeffrey Gundlach says a Donald Trump presidency would be bad for bonds, but good for stocks.

By Jeff Benjamin
Fed rate-hike bets back on table after strong economic reports
EQUITIES JUL 05, 2016
Fed rate-hike bets back on table after strong economic reports

Traders are pricing in higher chances that the Federal Reserve will raise interest rates some time this year after U.S. economic reports signaled improving growth.

By Bloomberg
EQUITIES JUL 05, 2016
BlackRock's stock buyback plan at odds with CEO Larry Fink's statements

<i>Breakfast with Benjamin</i> Larry Fink has been critical of the buyback trend, but that hasn't stopped BlackRock from buying back $275 million worth of its own stock on a quarterly basis.

By Jeff Benjamin
Vanguard awash in new money as investors pour into passive funds
MUTUAL FUNDS JUL 05, 2016
Vanguard awash in new money as investors pour into passive funds

By Bloomberg
Despite congressional relief, impending Puerto Rico debt default could trip up municipal bond investors
MUTUAL FUNDS JUL 05, 2016
Despite congressional relief, impending Puerto Rico debt default could trip up municipal bond investors

OppenheimerFunds, Franklin Templeton maintain big exposure to the troubled island's debt.

By Jeff Benjamin
The world's richest people lost $19 billion in 2015
EQUITIES JUL 05, 2016
The world's richest people lost $19 billion in 2015

Warren Buffett, the world's third-richest person, shed $11.3 billion as Berkshire Hathaway Inc. had its first negative annual return since 2011.

By Bloomberg
Unlike other active funds, First Eagle's fund champions its passion for cash
EQUITIES JUL 01, 2016
Unlike other active funds, First Eagle's fund champions its passion for cash

First Eagle Overseas Fund's large cash holdings gives it a 'leg up' when markets turn choppy.

By Jeff Benjamin
Financial advisers reach out to clients as stocks plunge in Brexit wake
EQUITIES JUL 01, 2016
Financial advisers reach out to clients as stocks plunge in Brexit wake

Advisers tried to prepare investors for Friday's wild ride as global markets digested the United Kingdom's surprising vote to exit the European Union after 43 years.

By Liz Skinner
Finra targets variable annuities as 'sweet spot' of scrutiny
LIFE INSURANCE AND ANNUITIES JUN 30, 2016
Finra targets variable annuities as 'sweet spot' of scrutiny

Following record MetLife fine, regulator says VAs are now at the core of their focus: complex products marketed to seniors.

By Mark Schoeff Jr.
A hedge fund manager's view of liquid alternative funds
ALTERNATIVES JUN 29, 2016
A hedge fund manager's view of liquid alternative funds

<i>Breakfast with Benjamin</i> Liquid alternative strategies are growing up, and that means some growing pains.

By Jeff Benjamin
EQUITIES JUN 29, 2016
Stocks rebound from the Brexit vote in a show of resilience that should be alarming

<i>Breakfast with Benjamin</i> What does it say about the U.S. stock market when it reacts so violently to the Brexit vote, and then just puffs right back up again?

By Jeff Benjamin
Fidelity takes on Vanguard by cutting prices on index funds, ETFs
MUTUAL FUNDS JUN 29, 2016
Fidelity takes on Vanguard by cutting prices on index funds, ETFs

The Boston fund giant is lowering expense ratios on 27 index funds and ETFs.

By John Waggoner
PRACTICE MANAGEMENT JUN 29, 2016
College savings plans to lobby for unlimited investment changes

Supporters of 529 plans want tweaks to law that caps fund changes at two per year, which could spur adviser interest in managing them.

By Liz Skinner
RETIREMENT PLANNING JUN 28, 2016
401(k) investors concentrated in low-cost mutual funds: Investment Company Institute

The larger trend toward passive investing, as well as cost-consciousness on the part of plan sponsors and general industry push to lower expense ratios, are at play.

By Greg Iacurci
SEC fines WFG Advisors $100,000 for overcharging clients in alternative investments
ALTERNATIVES JUN 28, 2016
SEC fines WFG Advisors $100,000 for overcharging clients in alternative investments

The wealth manager overbilled for investments in REITs and BDCs

By Christine Idzelis
Along with advisers, Fidelity, BlackRock and Vanguard urge investors to stay the course
MUTUAL FUNDS JUN 28, 2016
Along with advisers, Fidelity, BlackRock and Vanguard urge investors to stay the course

But they're remarkably short on what to buy.

By John Waggoner
What to say when clients hate you for advising international investments
PRACTICE MANAGEMENT JUN 28, 2016
What to say when clients hate you for advising international investments

First off, advisers should tell them that adding international stocks can dampen a portfolio's volatility, and increase the number of potential winners.

By John Waggoner
MUTUAL FUNDS JUN 28, 2016
Fidelity blocks opening trades on several ETF products, citing suitability concerns

The fund giant wouldn't say if regulatory pressure compelled it to impose the practice.

By John Waggoner
EQUITIES JUN 27, 2016
The safe-haven utilities sector has become extremely overextended

<i>Breakfast with Benjamin</i> Something amiss when safe-haven investments move into bubble territory. The utilities sector is up 21% so far this year.

By Jeff Benjamin
ETFS JUN 27, 2016
DoubleLine's Jeffrey Gundlach says gold is the place to be

<i>Breakfast with Benjamin</i> Jeffrey Gundlach is embracing the safe haven of gold: &quot;Things are shaky and feeling dangerous.&quot;

By Jeff Benjamin