S&P 500 caps first four-session loss in 13 months Monday with big decline as fear gauge spikes.
<i>Breakfast with Benjamin:</i> The Fed's rate hike cycle will be different this time. Plus: Don't overlook the energy sector, new risks facing dividend stocks, and Ecuador as a retirement haven of sorts
New Treasury Dept. guidance pushes insurers to innovate while indexed annuities expected to continue to shine. Darla Mercado reports.
Liquid alts and robo-advice emerge as major stories
Cheaper energy means there are no signs that inflation is approaching the Fed's 2% target, says Bill Gross.
Make-or-break firm classification system gives fund managers more insight into fast-growing funds.
The budget increase the SEC received from Congress is “insufficient” to significantly boost investment-adviser examinations, according to an SEC official charged with representing retail investors.
The accountant for eight nontraded REITs managed by Nicholas Schorsch's privately held real estate manager, American Realty Capital, has resigned.
Answers to three big questions when investigating nontraded REITs, BDCs are key before investing client assets
In today's <i>Breakfast with Benjamin</i>, markets wonder if the Chinese yuan is the next shoe to drop. Plus: Notes on the default risk rising in China's dollar-denominated debt, President Obama's latest tax grab, and rolling 401(k) assets into a pension plan.
iShares manager says money from active managers was primary driver of record 2014.
Index will mainly act as a benchmark for the universe of six dozen individual BDCs until an investible version is created.
On today's <i>Breakfast with Benjamin</i>, brave bond fund managers are starting to gobble up the debt from beaten down energy companies. Plus: Home prices are being held down by oil, top 401(k) plan trends, and what the IPO market looks like for 2015.
Investors pull $105 billion, bringing assets to 2008 levels, but withdrawals slow in fourth quarter.
At a time when U.S. stocks are beating the rest of the world, Sarah Ketterer mostly invests overseas. And at a time when index funds and exchange-traded funds are ascendant, she invests the old-fashioned way: She scouts for well-run companies and buys them when they look cheap.
Just about everyone's bearish. But nearly every forecaster was caught off guard in 2014 as Treasuries posted the biggest returns since 2011 even as Janet Yellen and the Federal Reserve ended the historic bond-buying program.
'The only thing that's working right now is the S&P'
'Upside outweighs downside,' according to RCAP analyst; debt downgrade result of resignations
The latest data on target date funds through the fourth quarter of 2014, including a look at how J.P. Morgan has thrived in the space.
Analysts, unanimously bullish, on average expecting another 166-point advance in the S&P 500 this year, according to Bloomberg.
