Investing

Displaying 16325 results
EQUITIES DEC 14, 2014
Maybe the Fed isn't going to raise rates next year

Paul Krugman is skeptical of the consensus for a rate hike. <i>Plus:</i> The risky downside of oil's slide, passive investing all the rage, Congress actually does something, Americans turn bullish.

By Jeff Benjamin
ALTERNATIVES DEC 14, 2014
Cheap oil no reason to abandon the energy sector, strategists say

Though the energy sector has dropped 14.6% in the past three months versus a 3.5% gain for the S&amp;P, investing experts say the innovation potential in the sector should not be ignored.

By Jeff Benjamin
ALTERNATIVES DEC 14, 2014
Buyer beware: Liquid alts are not created equal

A world where big performance disparities are the norm

By Jeff Benjamin
RETIREMENT PLANNING DEC 12, 2014
Baby boomer clients need input on medical expenses in retirement

Don't be surprised if clients seek your advice on complex health care decisions as they approach retirement.

By Craig Brimhall
RETIREMENT PLANNING DEC 12, 2014
Savings targets for retirement health care costs fall in 2014

But retirees will still need to prepare for rising health care costs in the long run, expert warns.

By Darla Mercado
RIA NEWS DEC 11, 2014
Mutual Fund Store, once skeptical of ETFs, joins the fray

RIA with $9.5 billion from ordinary people branches into the funds.

By Trevor Hunnicutt
PRACTICE MANAGEMENT DEC 11, 2014
Citigroup dealt second fine for prospectus lapses

Finra said the firm failed to deliver documents after ETFs were purchased by clients.

By Trevor Hunnicutt
EQUITIES DEC 11, 2014
DoubleLine's Jeffrey Gundlach thinks the dollar will keep getting stronger

On Friday's <i>Breakfast with Benjamin</i>, Jeffrey Gundlach calls for more of the dollar's rally. Plus: Warren Buffett places an early bet on Hillary Clinton in 2016, bond manager urges maximum flexibility, and Robert Shiller picks stocks over houses.

By Jeff Benjamin
EQUITIES DEC 11, 2014
Didn't get in on the Alibaba IPO? These ETFs did

Strategic moves by two exchange-traded fund managers underscore the uniqueness of the offering.

By Jeff Benjamin
PRACTICE MANAGEMENT DEC 10, 2014
Should your clients use prepaid college tuition plans?

As more schools sign on, guarantees and tuition cost savings attract account holders.

By Liz Skinner
EQUITIES DEC 10, 2014
Jack Bogle recommends a firm grip on U.S. stocks

On <i>Breakfast with Benjamin</i>: Jack Bogle recommends a firm grip on U.S. stocks. Plus: The tide is turning in favor of active management, the oil-price slide is spreading across the commodities markets, and OPEC fades as a cartel.

By Jeff Benjamin
EQUITIES DEC 10, 2014
SPY: The ETF that's challenging Vanguard for world's biggest fund

The SPDR S&amp;P 500 Trust is a favorite of both long-term investors and short-term traders, and a good example of how an ETF can work for all kinds of investors with all kinds of goals.

By Bloomberg
EQUITIES DEC 10, 2014
Unprecedented demand for ETF tracking Chinese stocks

Manager of the $646 million Deutsche X-trackers Harvest CSI 300 A-shares forced to all but stop taking in new money.

By Bloomberg
FIXED INCOME DEC 10, 2014
Vanguard files for 'ultra' short-term bond fund

Offering will restrict maturity of holdings to one year.

By Bianca Flowers
MUTUAL FUNDS DEC 10, 2014
SEC bars former Oppenheimer & Co. fund manager

Agency alleged that he misrepresented the value of a private-equity fund of funds.

By Mason Braswell
EQUITIES DEC 09, 2014
The strange tale of Wall Street's bull

The tale of Wall Street's bull. Plus: Gross, Gundlach disagree; the $72 million high school trader; Yahoo's big score; Goldman's liquidity call and Russia's rate hike.

By Jeff Benjamin
EQUITIES DEC 09, 2014
Troubled SAC Capital hedge fund becomes a family office

Breakfast with Benjamin is back. Today: SAC Capital is now a family office; gold and silver start to shine; navigating bonds with ETFs; another debt-ceiling fight; cheaper gas in 2014; and the biggest product flops of 2013.

By Jeff Benjamin
Janus sees Gross as a 'game changer'
EQUITIES DEC 08, 2014
Janus sees Gross as a 'game changer'

After years of redemptions and on its third CEO, Denver investment company is giving the ball to the Bond King.

By Bloomberg
EQUITIES DEC 08, 2014
Pimco plucks two from Schroders for equities expansion effort

Giles Money joins as a money manager in global growth equity strategies and Lucrecia Tam as an equity analyst focused on industrials,

By Bloomberg
EQUITIES DEC 08, 2014
Socially conscious funds by category, ranked by one-year total return

Including domestic equity, fixed income, mixed-asset and world equity funds

By Andrew Leigh