Investing

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Bond math is about to inflict some real pain on fixed-income investors
RIAS PRACTICE MANAGEMENT JUL 01, 2015
Bond math is about to inflict some real pain on fixed-income investors

<i>Breakfast with Benjamin</i>: Fixed-income investors are starting to feel the painful realities of bond math.

By Jeff Benjamin
Market reaction to Greece doesn't signal end of bull market
INVESTING EQUITIES JUL 01, 2015
Market reaction to Greece doesn't signal end of bull market

Expect more volatility, but country isn't big enough to have lasting impact on eurozone

By Paul Schatz
What same-sex couples should know about Medicare
ADVISOR NEWS RETIREMENT PLANNING JUL 01, 2015
What same-sex couples should know about Medicare

More gay couples than ever will have access to Medicare benefits, but certain rules apply.

By Katy Votava
El-Erian sees 85% chance of Greek exit, putting him at high end of Wall Street expectations
INVESTING EMERGING MARKETS JUL 01, 2015
El-Erian sees 85% chance of Greek exit, putting him at high end of Wall Street expectations

Investors grow nervous ahead of July 5 snap-referendum on European aid plan.

By Bloomberg
Pimco executives say they've adapted to life after Bill Gross
INVESTING FIXED INCOME JUL 01, 2015
Pimco executives say they've adapted to life after Bill Gross

Douglas Hodge and Daniel Ivascyn highlight Pimco's new areas of focus while speaking at the Morningstar Investment Conference.

By Jeff Benjamin
Perez calls out variable annuities in argument for DOL fiduciary rule
INVESTING LIFE INSURANCE AND ANNUITIES JUL 01, 2015
Perez calls out variable annuities in argument for DOL fiduciary rule

Using an anecdote critical of VAs, Thomas Perez says most people are better served by simple investments.

By Mark Schoeff Jr.
RIAS PRACTICE MANAGEMENT JUN 30, 2015
Top bond manager overseeing billions at J.P. Morgan takes leave

Douglas S. Swanson will step aside, starting Oct. 1.

By Trevor Hunnicutt
Liquidity, liquidity, liquidity are the three most important words for bonds
INVESTING FIXED INCOME JUN 30, 2015
Liquidity, liquidity, liquidity are the three most important words for bonds

Anxiety over a lack of liquidity is skewing fixed-income markets in new and surprising ways.

By Bloomberg
INVESTING EQUITIES JUN 29, 2015
Stock buybacks come under fire from politicians

<i>Breakfast with Benjamin</i> There's a rising backlash for record-level stock-buyback programs, as Sen. Elizabeth Warren issues charges of 'stock manipulation.'

By Jeff Benjamin
INVESTING EQUITIES JUN 29, 2015
Crazy as it might sound, the new all-in bet is going long on Greek stocks

<i>Breakfast with Benjamin</i>: If you've got a really strong stomach, the time looks ripe to buy the fear and jump into Greek equities.

By Jeff Benjamin
Greek capital controls send ripples across global financial markets
INVESTING EQUITIES JUN 29, 2015
Greek capital controls send ripples across global financial markets

<i>Breakfast with Benjamin</i>: Greece locks down its banks in a desperate attempt to prevent a public panic.

By Jeff Benjamin
What lies ahead for the market in the second half of the year
INVESTING EQUITIES JUN 29, 2015
What lies ahead for the market in the second half of the year

Six investment experts discuss where the markets could be headed for the rest of 2015

By Jeff Benjamin
Pimco's Income Fund becomes the firm's new star
INVESTING EQUITIES JUN 29, 2015
Pimco's Income Fund becomes the firm's new star

<i>Breakfast with Benjamin</i>: Pimco's Income Fund (PIMIX) is shining bright under Dan Ivascyn, raising the question: Bill Gross who?

By Jeff Benjamin
In latest test, active managers outperform bond indexes
RIAS PRACTICE MANAGEMENT JUN 29, 2015
In latest test, active managers outperform bond indexes

After a disappointing 2014, intermediate-term bond managers have found their footing.

By Trevor Hunnicutt
Bill Gross tweets and technical analysts get all giddy
INVESTING EQUITIES JUN 29, 2015
Bill Gross tweets and technical analysts get all giddy

<i>Breakfast with Benjamin</i>: The bond manager tweets out a nerdy note that only technical analysts understand, but the translation is both bearish and fun.

By Jeff Benjamin
Pimco Total Return dumps most of its Treasuries ahead of selloff
INVESTING FIXED INCOME JUN 29, 2015
Pimco Total Return dumps most of its Treasuries ahead of selloff

Fund's biggest position, at nearly 35% of the portfolio, is in mortgage-related securities; government debt cut to 8.5% of assets.

By Bloomberg
INVESTING MUTUAL FUNDS JUN 28, 2015
The mutual fund marketplace is broken. Time to fix it.

Many share classes exist only to hide fees paid by mutual funds to brokers in exchange for feeding them business

By Dave Umstead and Jim Jasinski
RIAS PRACTICE MANAGEMENT JUN 26, 2015
Custodians' payments to RIAs for fund picks raise eyebrows

By Mason Braswell
Oakmark's Bill Nygren: Investors penalize 'shareholder-unfriendly' CEOs too much
INVESTING EQUITIES JUN 26, 2015
Oakmark's Bill Nygren: Investors penalize 'shareholder-unfriendly' CEOs too much

Top portfolio manager takes another perspective on an issue that BlackRock's Fink and other corporate critics have championed.

By Trevor Hunnicutt
Bill Gross: I bungled 'short of a lifetime' trade on German bund
INVESTING FIXED INCOME JUN 26, 2015
Bill Gross: I bungled 'short of a lifetime' trade on German bund

The bond manager's call proved correct, but he admits his bet on a narrow trading range was not.

By Bloomberg