Investing

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Sen. Warren blasts annuity sales incentives
LIFE INSURANCE AND ANNUITIES NOV 18, 2015
Sen. Warren blasts annuity sales incentives

She claims agents are more interested in winning free vacations than finding the best investments for their clients.

By Mark Schoeff Jr.
EQUITIES NOV 16, 2015
Gold goes on a safe-haven rally in the wake of Paris attacks

<i>Breakfast with Benjamin</i>: Gold jumps, with futures up more than 1% even as riskier assets like stocks find reasons to rally.

By Jeff Benjamin
Financial markets brace for fallout from the Paris terror attacks
EQUITIES NOV 16, 2015
Financial markets brace for fallout from the Paris terror attacks

<i>Breakfast with Benjamin</i>: The financial markets are likely to be swept up in the immediate unrest following Friday's terror attacks in Paris.

By Jeff Benjamin
EQUITIES NOV 16, 2015
Beyond Fed's (all but certain) rate hike

Markets are expected to experience some immediate, but short-term, volatility if the Federal Reserve decides to raise interest rates in December.

By Jeff Benjamin
Calpers makes another move away from pricey investments by trimming real estate exposure
ALTERNATIVES NOV 16, 2015
Calpers makes another move away from pricey investments by trimming real estate exposure

<i>Breakfast with Benjamin</i>: Nation's largest public pension fund trims its real estate holdings with a $3B sale.

By Jeff Benjamin
ETFS NOV 16, 2015
China casts a pall over global markets in third quarter

By Tom Roseen and InvestmentNews Data
Fidelity, Schwab to halt AR Capital sales
RIA NEWS NOV 15, 2015
Fidelity, Schwab to halt AR Capital sales

Firms pull the plug after Massachusetts <a href="//www.investmentnews.com/article/20151112/FREE/151119971/massachusetts-galvin-charges-realty-capital-securities-with-proxy&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">charges RCS Capital with fraudulently rounding up proxy votes</a> to support real estate deals sponsored by AR Capital.

By Bruce Kelly
EQUITIES NOV 15, 2015
December looking more likely for Fed rate hike

<i>Breakfast with Benjamin:</i> Ground Control to Major Yellen. Commencing countdown, engines on. The Fed's October meeting minutes stress a potential December liftoff for rates.

By Jeff Benjamin
ETF for rising rates draws billions but dashes investors' hopes
ETFS NOV 14, 2015
ETF for rising rates draws billions but dashes investors' hopes

ProShares UltraShort 20+ Year Treasury (TBT) has attracted nearly $10 billion worth of inflows in its life but has only $2.8 billion to show for it today.

By Bloomberg
RIA NEWS NOV 13, 2015
How to avoid becoming a tax scam victim

<i>Breakfast with Benjamin:</i> After the big IRS data breach, few people probably trust the agency regarding data security. Nonetheless, it's offered a checklist of ways to avoid becoming a tax-scam victim.

By Jeff Benjamin
Rate-hike fears, weak earnings snap stocks' six-week advance
EQUITIES NOV 13, 2015
Rate-hike fears, weak earnings snap stocks' six-week advance

Catalysts that drove the S&amp;P 500's 12% summer tumble, from interest rate dread to a commodities rout and weak earnings, surfaced again. Strategists expect more downside.

By Bloomberg
Want high-yield exposure? Forget ETFs
FIXED INCOME NOV 13, 2015
Want high-yield exposure? Forget ETFs

If you have a short-term view on high yield, an exchange-traded fund might be right for you. But if you want long-term exposure, ETFs are a terrible choice.

By Gershon Distenfeld
RETIREMENT PLANNING NOV 12, 2015
The unique nature of target-date fund benchmarking

The wide dispersion of glide paths and asset allocations makes evaluation much more complex. And yet, TDF choice is likely the biggest investment decision for a plan.

By Greg Iacurci
Wells Fargo launching 'completely different' target date funds that take an active approach
RETIREMENT PLANNING NOV 12, 2015
Wells Fargo launching 'completely different' target date funds that take an active approach

The retirement funds, the firm's second to market, seek to give investors 80% pre-retirement income replacement.

By Greg Iacurci
December rate increase would be rough on stocks and bonds, Gundlach says
FIXED INCOME NOV 12, 2015
December rate increase would be rough on stocks and bonds, Gundlach says

Hike could potentially drive up the value of the dollar to the point where it weakens the economy, fund manager says.

By Bloomberg
Don't let volatile energy markets change your mind on MLPs
ALTERNATIVES NOV 12, 2015
Don't let volatile energy markets change your mind on MLPs

Depending on the client, now may be a time to add to the allocation to this investment class.

By Brian Hahn
RCAP "unlikely" to dump Cetera for $700 million: analyst
ALTERNATIVES NOV 12, 2015
RCAP "unlikely" to dump Cetera for $700 million: analyst

Citigroup's Bill Katz questions report that RCAP was shopping Cetera for &quot;fire sale&quot; price

By Bruce Kelly
EMERGING MARKETS NOV 11, 2015
The foreign investment tax advisers should pay attention to

Taxes levied on foreign stock dividends can be recouped, but it makes most sense for high-net-worth clients with multimillion-dollar positions.

By Greg Iacurci
Why global dividend stocks have become one of the best plays in the market
EQUITIES NOV 11, 2015
Why global dividend stocks have become one of the best plays in the market

Companies paid out a record $1 trillion last year; about 70% came from non-U.S. companies

By Ben Lofthouse
The apolitical Fed is becoming a political target
EQUITIES NOV 10, 2015
The apolitical Fed is becoming a political target

<i>Breakfast with Benjamin</i>: Even though it's designed and expected to be apolitical, the Federal Reserve is becoming a popular target of political attacks.

By Jeff Benjamin