Investing

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EQUITIES SEP 03, 2014
'Don't fight the Fed' was never more true

Tuesday's <i>Breakfast with Benjamin</i> menu includes: It's true: Don't fight the Fed. Also: Alibaba mania is here and so is Apple's big day; Wells Fargo faces possible Finra action and about that Home Depot data breach.

By Jeff Benjamin
MUTUAL FUNDS SEP 02, 2014
BlackRock money market funds refuse to lose value

The money manager, led by CEO Laurence Fink, has come up with a way to avoid 'breaking the buck' with a reverse distribution. It means the shares don't lose value, you just have fewer of them.

By Matt Levine, Bloomberg News
EQUITIES SEP 02, 2014
Bringing back pooled 401(k) plans could derail a fund industry cash cow

Today's <i>Breakfast with Benjamin</i> menu features: Revisiting the idea of pooled 401(k) plans, plus Jack Bogle gives a half nod to Fed policy, the curious appeal of water ETFs, and more rich folks are calling for a market correction.

By Jeff Benjamin
EQUITIES SEP 02, 2014
Morgan Stanley bets big on stocks

<i>Breakfast with Benjamin</i> covers Morgan Stanley getting ultra-bullish on stocks, Detroit's big bankruptcy trial kicking off, and how to tread lightly into the MLP space.

By Jeff Benjamin
ALTERNATIVES SEP 02, 2014
Avoid hedge funds' ETF termite problem

Some of the smartest investors, like John Paulson, are bad role models in their choice of exchange-traded funds, which are often celebrated for their low costs.

By Bloomberg
RETIREMENT PLANNING SEP 02, 2014
Some target-date funds are boosting equities

As financial crisis recedes, participants' risk tolerance levels climb and providers adjust

By Robert Steyer
Floating-rate funds: How much risk?
FIXED INCOME AUG 31, 2014
Floating-rate funds: How much risk?

In today's low-yield environment, investors have good reason to be concerned about the impact rising rates could have on their fixed-income portfolios.

By David Hillmeyer
ALTERNATIVES AUG 31, 2014
Nonlisted REIT 2Q rankings

By Andrew Leigh
ALTERNATIVES AUG 31, 2014
Second-quarter nonlisted REIT review

By Michael Stubben
RIAS AUG 29, 2014
This week's stories that financial advisers can't miss

A scandalous lawsuit, new data on the growth of independent firms, and the rest of this week's must-reads

By Andrew Leigh
EQUITIES AUG 29, 2014
Bears are giving up and that could be a bad sign

<i>Breakfast with Benjamin:</i> What's it mean when bears capitulate? Plus: The housing market recovery and homebuilder ETFs; 529s not so popular and here's why; Apple's big news; and the long-term-care insurance question.

By Jeff Benjamin
EQUITIES AUG 29, 2014
Ignore the bond bubble at your own risk

<i>Breakfast wtih Benjamin</i>: The case for reducing fixed income exposure gets more vivid, markets react to Pres. Obama's 'no strategy' remarks regarding ISIS, another perspective on income inequality, and more.

By Jeff Benjamin
EQUITIES AUG 29, 2014
Schorsch REIT board member recommends 30% alts exposure for retirees

Bob Froehlich says the industry needs to catch up with the pressing demands of a yield-starved world.

By Trevor Hunnicutt
EQUITIES AUG 28, 2014
The recovery's winners

On today's <i>Breakfast with Benjamin</i> menu: Gen Xers enjoy wage gains but others don't. Plus: Bolstering bond returns; thinking about Fed policy; Charlie Munger's contributions to Buffett's success; a private equity manager opens up and remembering 9/11.

By Jeff Benjamin
EQUITIES AUG 28, 2014
Smart beta, by any other name, is still smart

On today's <i>Breakfast with Benjamin</i> menu, a look at how smart beta has grown in prominence despite criticism, the performance-killing fees of active management, another type of corporate inversion, and more.

By Jeff Benjamin
EQUITIES AUG 27, 2014
Europe the place to go for equity value

Improving economies and corporate fundamentals help but long time horizon required.

By Philippe Brugere-Trelat
ALTERNATIVES AUG 26, 2014
Values-based investing entices advisers as client demand grows

New survey finds 83% of financial professionals are interested in investing based on societal or environmental impact.

By Bianca Flowers
SEC sets plan to expand tick sizes for small-cap trades
EQUITIES AUG 26, 2014
SEC sets plan to expand tick sizes for small-cap trades

Agency seeking to improve market quality by altering rules for trading companies with market caps of $5B or less.

By Rick Baert
EQUITIES AUG 26, 2014
Warren Buffett's tax fairness doublespeak

In today's <i>Breakfast with Benjamin</i>, Warren Buffett's fails to put his money where his mouth is, Canada finds a sensible way to stop corporate inversions, the Fed pushes rate-hike rumors out to the end of next year, and more.

By Jeff Benjamin
FIXED INCOME AUG 25, 2014
Fidelity turns its nose up at unconstrained bond funds

Many advisers like the funds' flexibility when interest rates rise, but a Fidelity manager isn't impressed.

By Trevor Hunnicutt