Investing

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FIXED INCOME MAR 25, 2013
SEC says Illinois misled investors over pension funding

The SEC today slapped Illinois with fraud charges, claiming the state raised $2.2B in bond offerings without disclosing the massive hole in its pension funding.

By Darla Mercado
ALTERNATIVES MAR 24, 2013
Housing recovery? That's old news

But tardy investors could still find some upside; bottom finally pinpointed

By Jeff Benjamin
EQUITIES MAR 24, 2013
The only category where active management is winning

International small-cap? Yes, international small cap

By JKEPHART
EQUITIES MAR 24, 2013
Long-term bull Cote feeling defensive about the market

By Jeff Benjamin
EQUITIES MAR 24, 2013
Correction seen as welcome

Pullback would likely trigger next big run-up in stocks

By Jeff Benjamin
MUTUAL FUNDS MAR 24, 2013
Fidelity heats up ETF battle, but some advisers grouse

Fido late last week substantially expanded its roster of commission-free ETFs. But some advisers are already criticizing the move. Jason Kephart reports.

By JKEPHART
Finra fines LPL, four other firms for mutual fund lapses
MUTUAL FUNDS MAR 22, 2013
Finra fines LPL, four other firms for mutual fund lapses

Sanctions linked to failure to deliver prospectuses over 2-1/2 year period.

By DJAMIESON
ETFS MAR 21, 2013
Fidelity doubles down on free ETFs

Will offer twice as many commission-free program with iShares

By JKEPHART
RETIREMENT PLANNING MAR 21, 2013
Nontraded REIT Cole in deal with sponsor, manager

Merger is one of a recent spate of nontraded REITs that have announced mergers or listings in an industry that has been roundly criticized for not giving investors a return or way out of the investments

By Bruce Kelly
EQUITIES MAR 20, 2013
Fund manager waves the red, white and blue

William Smead calls the U.S. 'a paradise for investors'

By Jeff Benjamin
EQUITIES MAR 20, 2013
Larry Fink with a humdinger of a stock forecast

BlackRock boss sees 20% spike in U.S. equities this year; Cyprus a tempest in a teapot

By John Goff
EQUITIES MAR 20, 2013
What's wrong with this picture? Record-breaking stocks dirt cheap

Prices of large cap stocks are approaching record highs. Valuations of large cap stocks remain dirt cheap. So what's wrong with this picture?

By John Goff
EMERGING MARKETS MAR 20, 2013
Emerging markets too hot to handle, fund closures show

Expert warns that this is 'a wake-up call'

By JKEPHART
EQUITIES MAR 20, 2013
What's wrong with this picture? Market up, fund inflows down

In the middle of a classic bull run, investors yanked money out of equity mutual funds.

By JKEPHART
Apple sales gain slowest since '09 as competition climbs
EQUITIES MAR 20, 2013
Apple sales gain slowest since '09 as competition climbs

The share price of the iPad maker has plunged as profits have slowed. Can this one-time darling of investors regain its shine?

By Paul Menchaca
EQUITIES MAR 19, 2013
Heralded 'rotation' has no spin

Investors still piling into fixed-income funds; not exactly a revolution

By AOSTERLAND
EQUITIES MAR 19, 2013
Not so fast on the great rotation

Despite all the hype about a return to U.S. equities, investors flocked back to bond funds - and international equities - in February. Take that, great rotation.

By AOSTERLAND
EQUITIES MAR 19, 2013
Market rally is real deal

A steady stream of positive economic and market news last week could mean happy days are here again

By Jeff Benjamin
ETFS MAR 19, 2013
Low-vol ETFs on tear, but skeptics remain

Some say "easy sell' is just clever marketing

By JKEPHART
MUTUAL FUNDS MAR 19, 2013
Go-anywhere funds have nowhere to go, managers say

By Lewis Braham