Investing

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Vanguard's new ambassador to advisers: We've earned your trust
ETFS JUL 07, 2015
Vanguard's new ambassador to advisers: We've earned your trust

Thomas M. Rampulla's return to the U.S. comes after the firm recast itself as a patron of an industry that once saw it as a threat.

By Trevor Hunnicutt
Short sales are stacking up and the bears are starting to show some teeth
EQUITIES JUL 06, 2015
Short sales are stacking up and the bears are starting to show some teeth

<i>Breakfast with Benjamin</i>: The market bears are getting bolder as they start to come out from a long hibernation, which doesn't really bode well for the bulls.

By Jeff Benjamin
EQUITIES JUL 06, 2015
Three-year-old ETF becomes only game in town for investors hoping to play Greece volatility

The Global X FTSE Greece 20 ETF listed in the U.S. is just about the only way for investors to play the crisis. Be warned, however, it's volatile.

By Bloomberg
As Puerto Rico crisis intensifies, mutual fund investors face loss of capital
MUTUAL FUNDS JUL 06, 2015
As Puerto Rico crisis intensifies, mutual fund investors face loss of capital

If the island can't pay back all of its debts, some fund holders could suffer haircuts.

By Trevor Hunnicutt
Treasury ETF attracts big bucks as investors seek safety amid Greek crisis
EMERGING MARKETS JUL 06, 2015
Treasury ETF attracts big bucks as investors seek safety amid Greek crisis

ETF holds up better than other funds that own riskier, lower-rated debt, which had their worst monthly outflows ever.

By Bloomberg
EQUITIES JUL 06, 2015
The Fed has painted itself into a corner, and is only trying to manage expectations

<i>Breakfast with Benjamin:</i> An economist says Janet Yellen and the Fed are too chicken to raise rates, but at the same time the FOMC is trying to reassure markets that rate hikes will be slow and deliberate.

By Jeff Benjamin
Greeks vote 'no' and everybody loses
RIA NEWS JUL 03, 2015
Greeks vote 'no' and everybody loses

<i>Breakfast with Benjamin</i>: Greek voters opt for a collision course with the European Union over austerity. Go figure.

By Jeff Benjamin
We're grexhausted … leave the euro already
EMERGING MARKETS JUL 03, 2015
We're grexhausted … leave the euro already

Greece isn't another Lehman Brothers. I am not worried about contagion as with subprime mortgages in 2007. I don't fear counterparty risk as with AIG.

By Paul Schatz
How to explain alternatives' place in portfolios to your clients
ALTERNATIVES JUL 02, 2015
How to explain alternatives' place in portfolios to your clients

By viewing alternatives through the lens of the three primary colors, they can be demystified

By Thomas Hoops
Classic car prices have surged but investing in them is another story
ALTERNATIVES JUL 02, 2015
Classic car prices have surged but investing in them is another story

Author of report on classic cars as alternative investment calls sector 'exceptionally' complex.

By Deborah Nason
Where's the ETF that tracks pot stocks?
EQUITIES JUL 02, 2015
Where's the ETF that tracks pot stocks?

The national cannabis market is forecast to reach $10.8 billion in sales by 2019 and while there are exchange-traded funds for rare earth metals and for stocks headquartered in Nashville, there are no ETFs that track pot stocks.

By Bloomberg
Bill Gross adds voice to chorus warning of liquidity crunch for fund investors
EQUITIES JUL 02, 2015
Bill Gross adds voice to chorus warning of liquidity crunch for fund investors

Bond manager says most investors have yet to be tested with a long-term downtrend and that's when liquidity will be an issue.

By Bloomberg
Morningstar unveils active vs. passive performance comparison tool
MUTUAL FUNDS JUL 02, 2015
Morningstar unveils active vs. passive performance comparison tool

At its annual conference, Morningstar rolls out the Active/Passive Barometer, a tool that compares the performance of actively managed mutual funds net of fees to comparable passive products.

By Jeff Benjamin
Growing consumer demand for health care and Social Security advice
RETIREMENT PLANNING JUL 02, 2015
Growing consumer demand for health care and Social Security advice

Report shows an opportunity for advisers with this expertise.

By Mary Beth Franklin
Navigating illiquidity in municipal bonds
FIXED INCOME JUL 01, 2015
Navigating illiquidity in municipal bonds

Understanding the impact of the supply-demand behavior is much more critical than ever.

By Julio C. Bonilla
Yields skyrocket! Really?
FIXED INCOME JUL 01, 2015
Yields skyrocket! Really?

Everyone is talking about the rise in interest rates and suggesting that it is something to be worried about. But think again.

By Brian Andrew
Bond math is about to inflict some real pain on fixed-income investors
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
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
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
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