Investing

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EQUITIES JUL 09, 2014
It's time for dividend-paying stocks

Shift in investor focus to valuations and quality is a natural reaction to rising geopolitical risk.

By Matt McCormick
LIFE INSURANCE AND ANNUITIES JUL 09, 2014
Outlook for life insurance positive, depending on rates

Analysts optimistic as long as insurers watch the credit quality of investments and rates rise gradually.

By Darla Mercado
MUTUAL FUNDS JUL 09, 2014
Ameriprise delivers strong 1Q results

“Ameriprise delivered another strong quarter,” CEO Jim Cracchiolo said in a statement. “Revenues and earnings were up nicely and our operating return on equity reached a new record of 20.8%.”

By Bruce Kelly
RETIREMENT PLANNING JUL 08, 2014
Surrender fees haunt legacy 403(b) plans

As employers move to lower-cost retirement options, some plans charge as much as 8% to switch.

By Darla Mercado
EQUITIES JUL 08, 2014
The financial fallout from Germany's World Cup rout of Brazil

<i>Breakfast with Benjamin:</i> Germany's World Cup rout goes beyond soccer. Plus: The SEC takes another stab at curbing high-speed trading, investment lessons from a crumbling cupcake chain, and dividend stocks are looking better than ever.

By Jeff Benjamin
EQUITIES JUL 08, 2014
Investors bracing for a wild second half of 2014

<i>Breakfast with Benjamin:</i> Buckling up for a rocky second half. Plus: Companies tweak bylaws to tamp down shareholder lawsuits, Morningstar settles software piracy case, JPMorgan embraces smart-beta investing, and buying beer stocks when it's hot outside.

By Jeff Benjamin
EQUITIES JUL 08, 2014
Defensive stocks flash false alarm as tech, consumer shares rally

Improving economic outlooks backs rally in transportation stocks, industrials and small-caps as utilities lag.

By Gregory Crawford
EQUITIES JUL 08, 2014
Dow average tops 17,000 as payrolls rise

Markets await details of ECB stimulus plans

By ntappan
LIFE INSURANCE AND ANNUITIES JUL 08, 2014
Life insurers turn focus to uncapped indexed annuities

Advisers and investors need to be fully aware of contract terms to explain nuances, answer client questions.

By Darla Mercado
EQUITIES JUL 08, 2014
Best- and worst-performing equity mutual funds

By Andrew Leigh
EQUITIES JUL 08, 2014
Advisers worry about high-speed trading backlash from clients after Michael Lewis contention that markets are 'rigged'

&#8220;60 Minutes&#8221; segment, new book fuel concern that jittery investors will become even more skeptical.

By Liz Skinner
EQUITIES JUL 08, 2014
High-frequency trading runs over a rigged market: Barry Ritholtz

On &quot;60 Minutes,&quot; author Michael Lewis made a bland assertion: High-frequency traders, he said, working with U.S. stock exchanges and big banks, have rigged the markets in their own favor. The only surprising thing about Lewis's charge was that anyone could be even remotely surprised by it.

By Barry Ritholtz
ALTERNATIVES JUL 07, 2014
No inflation in energy prices – yet

While there is no inflation in energy prices just yet, consumers could cope with higher energy prices as long as they occur over time and don't hit in the form of a shock. But the tipping point is not too far away.

By Paul Schatz
RIA NEWS JUL 07, 2014
Dollar rides high on hope into earnings season

<i>Breakfast with Benjamin:</i> The dollar is enjoying a big rally right into earnings season. Plus: Goldman moves up its rate hike forecast, putting GDP in perspective, El-Erian reads Yellen's mind, and proven old-school investing techniques.

By Jeff Benjamin
EQUITIES JUL 07, 2014
Most investors missed the Dow's early fireworks

Today's <i>Breakfast with Braswell</i> covers investors missing out on the Dow's latest rally, another gender bias suit hitting Wall Street, and much more.

By Andrew Leigh
EQUITIES JUL 07, 2014
Bob Doll's midyear assessment of investments, the market and the economy

Heading into the second half of the year, Nuveen's chief equity strategist reviews his 2014 expectations for the market, economy and investment vehicles.

By Robert C. Doll
EQUITIES JUL 07, 2014
Losers of '14 come roaring back

The best stocks this month, like Netflix, Tesla and TripAdvisor, which are all up more than 16% in the past four weeks, were the market's biggest losers just a few months ago. What gives?

By Gregory Crawford
EQUITIES JUL 07, 2014
What can mutual fund flow data tell us?

Fund flows contain useful information that advisers can use to gauge the popularity of different trading strategies and identify changes in market focus.

By David Levine
ALTERNATIVES JUL 07, 2014
The alternative strategies that outperform with mutual funds

In some cases, hedge funds are no investment panacea.

By Dan Thibeault
Early filers regret Social Security claiming decisions
RETIREMENT PLANNING JUL 04, 2014
Early filers regret Social Security claiming decisions

Survey shows many retirees wish they had waited to begin taking benefits.

By Mary Beth Franklin