<i>Breakfast with Benjamin</i>: Avoid these investing missteps when the next bear rumbles through the market.
Advisers should take action now and proactively suggest tax-management strategies to clients rather than waiting for them to approach you.
Even with crude oil now hovering around $45 a barrel, there is debate over whether it is time to buy or steer clear of the global commodity.
Untested category suffers $4B in net outflows this year as it is about to be tested by higher rates.
The bond manager said regulators are looking into how the firm valued some mortgage-backed securities in the exchange-traded fund version of its flagship Fund.
Advisers need to provide better guidance so that clients get into &mdash; and out of &mdash; nontraditional bond funds at the right times.
As China sorts through a serious market plunge and economic contraction, overexposure can slice into gains
If Chinese policymakers don't alter course soon, the current correction could turn into a stock market plunge similar to what happened in the United States in 1929.
It's premature to think Chinese stocks are over the worst, but investing for the long term changes the picture.
Eaton Vance looks to win the "VHS/Betamax war" for the future of actively managed investments.
<i>Breakfast with Benjamin</i> DoubleLine's Jeffrey Gundlach believes $40 oil is something investors should be worried about.
<i>Breakfast with Benjamin</i>: Tampa-based fund manager to plead guilty to investment fraud in relation to $9M worth of Facebook stock he purchased then sold and was caught short when the stock price rebounded.
Plaintiffs accuse firm of receiving almost half of the management fees while a sub-adviser did most of the work.
Rising interest rates? Greece? Today's markets present a volatile picture for fixed-income investors. Here's advice on how to navigate it all.
REM and other mortgage REIT ETFs are offering juicy yields but those yields are already getting squeezed as short-term interest rates rise in anticipation of a rate increase from the Federal Reserve.
In its sales turnaround, third largest U.S. fund company relies on retention of existing advisers and lower-cost share classes.
<i>Breakfast with Benjamin</i>: China could stand in the way, as their market struggles create a risk of tightening into a slowing global economy.
The potential benefits &mdash; and pitfalls &mdash; of using alternatives to diversify a portfolio focused on capital preservation.
<i>Breakfast with Benjamin</i>: Investors are really starting to sock money away for retirement, which is good news for advisers.