Investing

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LIFE INSURANCE AND ANNUITIES JAN 18, 2013
Residents in these three states worst at money matters

Finra survey reveals drop in national financial literacy; 'something wrong with this picture.'

By Mark Schoeff Jr.
Go-anywhere funds have nowhere to go
MUTUAL FUNDS JAN 18, 2013
Go-anywhere funds have nowhere to go

With a global slowdown in the offing, investment managers at go-anywhere funds have nowhere to go.

By Lewis Braham
EQUITIES JAN 18, 2013
Deal on dividend tax is small victory for investors

By Jeff Benjamin
Forget California: Meet the new poster-child for fiscal irresponsibility
FIXED INCOME JAN 17, 2013
Forget California: Meet the new poster-child for fiscal irresponsibility

Meet America's new poster-child for fiscal irresponsibility

By John Goff
Fidelity annuities vet jumps to Bank of America
RETIREMENT PLANNING JAN 17, 2013
Fidelity annuities vet jumps to Bank of America

Jeff Cimini takes on new role as head of personal retirement

By Darla Mercado
Bonds have Vanguard CEO thinking of 1999
EQUITIES JAN 17, 2013
Bonds have Vanguard CEO thinking of 1999

Fixed income looks like stocks just before lost decade, McNabb says.

By JKEPHART
Munis on a tear ever since Meredith Whitney's forecast
FIXED INCOME JAN 17, 2013
Munis on a tear ever since Meredith Whitney's forecast

Best-performing asset class for second straight-year; 'semi-safe status'

By John Goff
The Empire State strikes back as Gross doubles down on NY munis
FIXED INCOME JAN 17, 2013
The Empire State strikes back as Gross doubles down on NY munis

A high-quality credit, New York is issuing muni debt like crazy. And Bill Gross seems more than happy to take advantage of the output.

By John Goff
Big state faces 'clear and present danger' of credit downgrade
FIXED INCOME JAN 17, 2013
Big state faces 'clear and present danger' of credit downgrade

The governor of Illinois says pension costs have pushed the state to the brink of its own fiscal cliff.

By John Goff
RETIREMENT PLANNING JAN 17, 2013
No surrender: Advisers have 'obligation' to talk life settlements with clients

A policy buyer says such transactions make plenty of sense for certain groups of people

By Liz Skinner
VA buyback offers raising hackles in B-D Land
RETIREMENT PLANNING JAN 17, 2013
VA buyback offers raising hackles in B-D Land

Recent VA buyback offers by insurers are getting a frosty reception from B-Ds. Here's why.

By Darla Mercado
Annuity sales show Guggenheim not so crazy with buying binge
RETIREMENT PLANNING JAN 17, 2013
Annuity sales show Guggenheim not so crazy with buying binge

Big rise in market share for Security Benefit, EquiTrust; generous benefits

By Darla Mercado
Market strategists favor stocks in 2013
EQUITIES JAN 16, 2013
Market strategists favor stocks in 2013

Three market strategists participating in an InvestmentNews webcast favor stocks over bonds in 2013 and see the economy growing slowly amid more bickering in Washington.

By AOSTERLAND
EQUITIES JAN 16, 2013
Jeffrey Saut: Deluge of dour news doesn't bring down equities

The Raymond James strategist gives his weekly market commentary and call for the week.

By Jeffrey D. Saut
EQUITIES JAN 16, 2013
Legg's Miller seeks redemption as housing bull

Star manager's bets on property rebound look good...so far

By Gregory Crawford
Think twice before dropping controversial stock holdings
EQUITIES JAN 15, 2013
Think twice before dropping controversial stock holdings

Public pensions are scrutinizing gun stock investments, but private plan advisers may want to hold off

By Darla Mercado
EQUITIES JAN 15, 2013
A fourth asset class? Investors are piling in

By Jeff Benjamin
EQUITIES JAN 15, 2013
Forecasters: D.C. turmoil will impede 2013 growth

By AOSTERLAND
Nontraded-REIT valuations holding steady at year-end
ALTERNATIVES JAN 15, 2013
Nontraded-REIT valuations holding steady at year-end

It's been a rough stretch for nontraded REITs. But recent re-pricings suggest the valuations of the property trusts may have finally found a floor.

By Bruce Kelly
REIT deal seen as boon for acquirer
ALTERNATIVES JAN 15, 2013
REIT deal seen as boon for acquirer

Ladenburg reiterates its 'buy' rating price target on American Realty Capital Properties after its purchase of a related REIT.

By Bruce Kelly