Investing

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EQUITIES JUN 11, 2014
5 steps to making better investment decisions

First of all, there's no evidence that professionals make better investment decisions than individual investors.

By Roger Schreiner
FIXED INCOME JUN 11, 2014
CFA 2014: Why nixing money manager conflicts of interest is key to restoring investor trust

Only 1/3 of investors see providers acting in their best interest

By Trevor Hunnicutt
ALTERNATIVES JUN 11, 2014
Tommy Belesis' hedge fund associate sues SEC

Houston radio host George Jarkesy charges the regulator denied him due process in a fraud case.

By Joyce Hanson
EQUITIES JUN 11, 2014
Reefer madness? Take a pass on marijuana stocks for now

It isn't crazy to consider the potential of marijuana stocks as investments. But as weed's legality remains in flux, investors might want to steer clear.

By Jeff Benjamin
Wintrob to join Oaktree Capital as CEO
ALTERNATIVES JUN 10, 2014
Wintrob to join Oaktree Capital as CEO

Former AIG Life and Retirement executive to oversee nonfinancial operations at alternative investment shop.

By Arleen Jacobius
EQUITIES JUN 10, 2014
Oil spikes to a three-month high as Iraq's stability crumbles

<i>Breakfast with Benjamin:</i>Oil spikes as Iraq's stability crumbles. Plus: Hedge funds bristle at Obama's latest executive order, the significance of the Dow at 17,000, how active managers are helping index investors, and quantitative analysis is being applied to golf scores.

By Jeff Benjamin
EQUITIES JUN 10, 2014
Buffett is ready to double down on his wind and solar energy bet

<i>Breakfast with Benjamin:</i> Buffett doubles down on green. Plus: ECB stimulus gains traction, Apple shares at less than $100, Alibaba IPO risks, when prostitutes become currency traders, and how to buy Scotch for your dad.

By Jeff Benjamin
EQUITIES JUN 10, 2014
Bill Gross bets on shorter-term bonds in a controversial 'new neutral' strategy

<i>Breakfast with Benjamin:</i> Bill Gross' controversial new strategy. Plus: BlackRock CEO Fink calls out leveraged ETFs, nobody can agree on the gold-price decline, dealing with lump-sum pension offers, a solar company that makes sense, and the various forms of a caffeine addict.

By Jeff Benjamin
EQUITIES JUN 10, 2014
How to spot the bear market in stocks, from LPL Financial's Kleintop

<i>Breakfast with Benjamin:</i> LPL's Jeffrey Kleintop on how to spot a bear. Plus: Challenges of a bond bull, being a hedgie, Millennials hate stocks, roads into solar panels and Chicago's airport nightmare.

By Jeff Benjamin
ETFS JUN 10, 2014
Bond ETFs posted a good start to 2014, though March showed its lion's side

Surprising comments by Fed chief Janet Yellen on rate hikes gave bond markets a bad scare.

By Bloomberg
FIXED INCOME JUN 10, 2014
Muni bond fund rebound appears to have legs

Tapering is too far away to drive yields up, repercussions from Detroit and Puerto Rico fade.

By CODONNELL
FIXED INCOME JUN 10, 2014
Muni regulator pursues rule to increase price transparency

MSRB proposal modeled on Finra's for equity and fixed-income markets; &quot;promote market competition and efficiency.&quot;

By Mark Schoeff Jr.
EQUITIES JUN 09, 2014
Job growth accelerates, pushing unemployment rate to a six-year low

By Andrew Leigh
EQUITIES JUN 08, 2014
Investors rush to safety in gold as Iraq falls

What's for <i>Breakfast with Benjamin</i>? The Iraq crisis hits another asset but in a good way. Plus: Oil spikes to nine-month high, a looming student loan crisis, how Goldman cashed out early on Alibaba, and a tribute to dads.

By Jeff Benjamin
ETFS JUN 07, 2014
Face value: Look inside iShares' expanded core series

The expansion of iShares Core brings down expense ratios but doesn't eliminate the need for solid due diligence.

By Todd Rosenbluth
ETFS JUN 07, 2014
Be careful with leveraged ETFs

Investors considering using ETFs that seek to magnify return of a given index need to understand the risks, says S&amp;P Capital IQ's Todd Rosenbluth.

By Todd Rosenbluth
EQUITIES JUN 06, 2014
BNY Mellon more valuable with asset management unit spun off: Analysts

At annual meeting, CEO faces down analysts who say shareholders would gain more value if the big bank broke off Mellon.

By Trevor Hunnicutt
EQUITIES JUN 05, 2014
American Realty Capital Healthcare Trust being acquired by Ventas

Newly listed American Realty Capital Healthcare Trust being snapped up by giant health care REIT Ventas in a stock and cash deal valued at $2.6 billion.

By Bruce Kelly
ALTERNATIVES JUN 05, 2014
Schorsch's RCAP to raise $466 million in secondary offering

Broker-dealer using proceeds, in part, for pending acquisitions and possible new ones.

By Bruce Kelly
ALTERNATIVES JUN 05, 2014
KBS REIT II to offer dividend upon sale of Chicago office building

Firm to offer another way besides public listing for REIT sponsors to provide liquidity to investors.

By Bruce Kelly