Investing

Displaying 16325 results
RETIREMENT PLANNING NOV 29, 2014
Why the IRS is toothless in the fight against supersized IRAs

On Thursday's <i>Breakfast with Benjamin</i> menu, the Government Accountability Office solves the riddle of the multimillion-dollar IRA. Plus: Oil stocks bounce on the Senate's Keystone 'no' vote, seniors can't wait for Social Security, and strippers pose a threat to the '1099 economy.'

By Jeff Benjamin
EQUITIES NOV 26, 2014
China share ETF suffers record drop amid new debt curbs

Largest U.S. exchange-traded fund that tracks mainland Chinese stocks sank more than 7% after policy makers tightened curbs on the local debt market, fueling a rout across asset classes.

By Bloomberg
EQUITIES NOV 26, 2014
Keeping emotion out of investing

The level of noise surrounding the financial markets can interfere with sound decision-making.

By Matthew P. Erickson
EMERGING MARKETS NOV 26, 2014
India's roaring stock market, and funds that track it, get boost from cheap oil

Single-country funds average 12-month gains of 55% but region can be volatile for investors.

By Jeff Benjamin
EQUITIES NOV 26, 2014
China's markets set for global stage

By Jan van Eck
ALTERNATIVES NOV 26, 2014
Accounting fiasco highlights tangled web behind Nicholas Schorsch's empire

In the wake of accounting problems at American Realty Capital Properties Inc., the rest of Nicholas Schorsch's empire has drawn scrutiny for its complexity.

By Bruce Kelly
RETIREMENT PLANNING NOV 26, 2014
Early detection of Alzheimer's would allow for better financial planning

Soon, a blood test may let patients know they have Alzheimer's 10 years earlier than it can be diagnosed today. Advisers say that is a lot of extra years to allow clients to save and make important legal and health care decisions.

By Liz Skinner
EQUITIES NOV 26, 2014
Financial advisers take note: Smart money is already hedging against inflation

Real assets making up 10% of institutional &quot;inflation buckets.&quot;

By Jeff Benjamin
ALTERNATIVES NOV 26, 2014
Mining stocks shine in gold-price pullback

Betting that inflation will reverse gold's slide

By Jeff Benjamin
EQUITIES NOV 25, 2014
Stocks edge up as focus turns to jobless claims, new home sales

European shares gain from cash moving off the sidelines, central bank stimulus.

By Bloomberg
ALTERNATIVES NOV 25, 2014
Hedge fund performance continues to disappoint

'Alternative' funds come with the same disadvantages hedge funds have: high fees, inconsistent performance and strategies that take a PhD to decipher.

By Bloomberg
PRACTICE MANAGEMENT NOV 25, 2014
Mutual funds to face new rules from SEC on portfolio holdings

The agency's goal is to ensure funds are liquid enough to meet client redemptions.

By Bloomberg
EQUITIES NOV 25, 2014
Stock market's October slingshot rebound impressive

With several uncertainties resolved and technical indicators pointing in the right direction, Dow 18,500 by year end attainable.

By Gene Peroni
LIFE INSURANCE AND ANNUITIES NOV 25, 2014
Ring out the old year with a bowlful of tax strategies

Tips to help make 2014 less painful than 2013 for wealthy clients

By Darla Mercado
SEC scrutinizing billionaire hedge fund manager Phil Falcone
ALTERNATIVES NOV 25, 2014
SEC scrutinizing billionaire hedge fund manager Phil Falcone

Harbinger Capital's Phil Falcone is being scrutinized by the SEC for allegedly borrowing client funds to pay taxes and giving preferential treatment to Goldman Sachs

By Doug Cubberley
PRACTICE MANAGEMENT NOV 24, 2014
What the Pimco saga can teach advisers

Due diligence on funds requires blending performance data with professional judgment

By Blaine F. Aikin
MUTUAL FUNDS NOV 24, 2014
Higher taxes loom for fund investors

Financial advisers doing end-of-the-year planning for clients must begin the work of reconciling the gains of the U.S. economy and financial markets with mutual fund and ETF capital gains that could increase those clients' tax liabilities.

By Trevor Hunnicutt
MUTUAL FUNDS NOV 24, 2014
Brokers' push to fee-based comp slams higher-cost funds

Mutual funds with sales charges and distribution fees are on pace for their fifth and possibly largest-ever year of redemptions.

By Trevor Hunnicutt
RIA NEWS NOV 24, 2014
Robo advice meets alternative investments

New platform aspires to be an alternatives outsource for financial advisers.

By Jeff Benjamin
EQUITIES NOV 23, 2014
U.S. stocks climb slowly as European shares rally on stimulus hope

Banks, lenders extend last week's gains; automakers advance.

By Bloomberg