<i>Friday's menu:</i> Jobs report looks past winter blues; investing in weed for a pot of gold; GM execs get PR all wrong; five funds set to bounce: jumping on the HFT bandwagon, and when the rich don't feel rich
With different rates in different states, these under-the-radar taxes require close scrutiny of annuities contracts to avoid hidden surprises.
Bond king bets on five-year Treasuries that other money managers say will suffer when Fed raises rates.
Outflows from Pimco's Total Return fund, run by Bill Gross, have made headlines but Morningstar analysts call the "shrinking asset base" of two other funds "more troubling." <i>Plus: See who Jeff Gundlach's DoubleLine Capital <a href="http://http://www.investmentnews.com/article/20140421/FREE/140429992" target="_blank">grabbed from Pimco</a>.</i>
Wasatch Funds' Sam Stewart invokes legendary football coach Woody Hayes in reviewing the first quarter and says that today, sticking to the basics in a slow-growth economy with unprecedented monetary stimulus is the way to go.
<i>Breakfast with Benjamin</i> The (awesome) value of Twitter. Plus: J.D. Power's annual survey of advisers' job satisfaction, mid-year stock review, yes, ETF cost matters, bringing back volatility, and a car maker returns.
On Friday's menu: Inflation without wage growth: Cause for concern? Plus: The Fed has painted itself into a corner, consumer stocks are likely to take a hit, bracing for Treasury yield volatility, silver outshines gold in June, and how to live to be 100.
On Wednesday's <i>Breakfast with Benjamin</i> menu: The Fed dons rose-colored glasses. Plus: Junk bond yields get scary low, commodity hedge funds fall out of favor, what you need to know about stock buyback ETFs, and the inequality mob is driving the rich to hoard cash
New annuities offer uncapped exposure to equities plus downside protection. "It's been a game changer," one exec says.
Nuveen's Robert Doll analyzes the market's pullback, says the next few days are critical and provides his longer-term perspective.
Risk management, asset allocation features appeal to younger investors, study finds.
U.S. authorities in Puerto Rico investigating allegations over advice to borrow money to make investments.
Investors now have a 'long overdue' online tool to find and compare prices of municipal bonds, bringing clarity to an often opaque market.
With low interest rates providing few fixed-income investment options, broker-dealers see these as a good choice for clients, with more growth potential than CDs.
The new addition is aimed at bolstering the firm's resources to help advisers with retirement income strategies/
UBS faces a class action lawsuit for $5 million over an alleged breach in fiduciary duty in the sale of Puerto Rican bond funds.
Around the world, long-term returns are still below historical averages and valuations remain reasonable.
Agreement creates a titan in ETF indexes and gives Russell fund business a new owner.
Friday's <i>Breakfast with Benjamin:</i> Calm before the stock market storm? Plus: Hedge fund investors inch toward the exits, the Fed sees low inflation while consumers live with higher prices, and Icahn goes after Family Dollar Stores with a vengeance
