Investing

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RETIREMENT PLANNING JUN 12, 2014
Average retiree health costs could overtake Social Security benefits

Building Social Security benefits into your clients' retirement income plans? You might want to think again. Mary Beth Franklin on the "ugly truth" of what's eating that income.

By Mary Beth Franklin
LIFE INSURANCE AND ANNUITIES JUN 12, 2014
Health exchanges prompt new conversations with clients

As deadline for federal insurance looms, advisers report mixed results

By Darla Mercado
EQUITIES JUN 12, 2014
Investors find ways to deal with rising risk in stocks and bonds

Bank loans, business development companies, REITs and options strategies are just some ideas.

By Jeff Benjamin
ALTERNATIVES JUN 12, 2014
Risk-control alternatives fund restructures to attract more investors

Strategy seeks to take advantage of rising rates; performance solid.

By Jeff Benjamin
ALTERNATIVES JUN 12, 2014
Nice gain for hedge funds in '13 but they still fell way short

Hedge funds had a decent year in 2013, with an average gain of 7.4%. But they still fell short of the S&P 500's advance by 23 percentage points last year, the biggest gap since 2005.

By Gregory Crawford
EQUITIES JUN 11, 2014
5 steps to making better investment decisions

First of all, there's no evidence that professionals make better investment decisions than individual investors.

By Roger Schreiner
FIXED INCOME JUN 11, 2014
CFA 2014: Why nixing money manager conflicts of interest is key to restoring investor trust

Only 1/3 of investors see providers acting in their best interest

By Trevor Hunnicutt
ALTERNATIVES JUN 11, 2014
Tommy Belesis' hedge fund associate sues SEC

Houston radio host George Jarkesy charges the regulator denied him due process in a fraud case.

By Joyce Hanson
EQUITIES JUN 11, 2014
Reefer madness? Take a pass on marijuana stocks for now

It isn't crazy to consider the potential of marijuana stocks as investments. But as weed's legality remains in flux, investors might want to steer clear.

By Jeff Benjamin
Wintrob to join Oaktree Capital as CEO
ALTERNATIVES JUN 10, 2014
Wintrob to join Oaktree Capital as CEO

Former AIG Life and Retirement executive to oversee nonfinancial operations at alternative investment shop.

By Arleen Jacobius
EQUITIES JUN 10, 2014
Oil spikes to a three-month high as Iraq's stability crumbles

<i>Breakfast with Benjamin:</i>Oil spikes as Iraq's stability crumbles. Plus: Hedge funds bristle at Obama's latest executive order, the significance of the Dow at 17,000, how active managers are helping index investors, and quantitative analysis is being applied to golf scores.

By Jeff Benjamin
EQUITIES JUN 10, 2014
Buffett is ready to double down on his wind and solar energy bet

<i>Breakfast with Benjamin:</i> Buffett doubles down on green. Plus: ECB stimulus gains traction, Apple shares at less than $100, Alibaba IPO risks, when prostitutes become currency traders, and how to buy Scotch for your dad.

By Jeff Benjamin
EQUITIES JUN 10, 2014
Bill Gross bets on shorter-term bonds in a controversial 'new neutral' strategy

<i>Breakfast with Benjamin:</i> Bill Gross' controversial new strategy. Plus: BlackRock CEO Fink calls out leveraged ETFs, nobody can agree on the gold-price decline, dealing with lump-sum pension offers, a solar company that makes sense, and the various forms of a caffeine addict.

By Jeff Benjamin
EQUITIES JUN 10, 2014
How to spot the bear market in stocks, from LPL Financial's Kleintop

<i>Breakfast with Benjamin:</i> LPL's Jeffrey Kleintop on how to spot a bear. Plus: Challenges of a bond bull, being a hedgie, Millennials hate stocks, roads into solar panels and Chicago's airport nightmare.

By Jeff Benjamin
ETFS JUN 10, 2014
Bond ETFs posted a good start to 2014, though March showed its lion's side

Surprising comments by Fed chief Janet Yellen on rate hikes gave bond markets a bad scare.

By Bloomberg
FIXED INCOME JUN 10, 2014
Muni bond fund rebound appears to have legs

Tapering is too far away to drive yields up, repercussions from Detroit and Puerto Rico fade.

By CODONNELL
FIXED INCOME JUN 10, 2014
Muni regulator pursues rule to increase price transparency

MSRB proposal modeled on Finra's for equity and fixed-income markets; &quot;promote market competition and efficiency.&quot;

By Mark Schoeff Jr.
LIFE INSURANCE AND ANNUITIES JUN 09, 2014
Hartford Financial Services offers to pay employees to give up their pensions

Insurer offers voluntary lump-sum payments to about 13,500 workers who have left the company and haven't yet started receiving pension payments.

By Bloomberg
EQUITIES JUN 09, 2014
Job growth accelerates, pushing unemployment rate to a six-year low

By Andrew Leigh
LIFE INSURANCE AND ANNUITIES JUN 09, 2014
Hartford could expand buybacks after $895 million deal for Japan unit

Analyst forecasts share repurchase of $1.05 billion, debt paydown of $350 million.

By Gregory Crawford