Investing

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MUTUAL FUNDS JUN 19, 2013
Why John Bogle is both gratified and terrified by Vanguard's success

Index-fund creator taken aback by the company's dominance in the industry; index fund 'gold ignot'

By JKEPHART
FIXED INCOME JUN 19, 2013
Spin cycle: Great rotation won't trigger 'mass exodus' from bonds

Janus Capital's Gibson Smith expects more of a gradual shift out of fixed-income securities

By Jeff Benjamin
FIXED INCOME JUN 19, 2013
Fed won't let up on the easing: Gross

Pimco bond boss says rise in unemployment means QE will keep sailing along; rates could go up, however

By John Goff
ALTERNATIVES JUN 19, 2013
Cole battle is over — here comes the war

Even though American Realty Capital Properties Inc. has withdrawn its bid to acquire Cole Credit Property Trust III, the controversy over the merger of the REIT with its manager is just getting going.

By DJAMIESON
ETFS JUN 19, 2013
Passive investing: If it's good enough for CalPERS ...

Giant pension plan's possible full-on switch to index funds speaks volumes

By JKEPHART
FIXED INCOME JUN 18, 2013
Detroit is now the biggest U.S. city bankruptcy

Michigan governor calls it 'necessary step' and 'last resort' to restore fiscal health.

By Gregory Crawford
EQUITIES JUN 18, 2013
Fears of Fed retreat allayed by jobs report

By DJAMIESON
RETIREMENT PLANNING JUN 18, 2013
Interest rate spike could whack VA sellers

Insurers are hedged but customer reaction could scramble best laid plans.

By Darla Mercado
FIXED INCOME JUN 18, 2013
Confirmed: May was bad for Gross and his fund

Weakest one-month performance in five years, first monthly net outflows in two seal the deal.

By JKEPHART
FIXED INCOME JUN 18, 2013
Harrisburg misled muni bond investors, SEC charges

The SEC accused Harrisburg, Penn., of misleading muni investors, leaving bondholders in the dark. It's the first time the agency has charged a municipality for statements made outside securities disclosures.

By Gregory Crawford
ETFS JUN 17, 2013
ETF sponsors getting active in bond space

Rising rates, volatility in fixed income markets, plus Gross' big success, drive efforts.

By AOSTERLAND
EQUITIES JUN 17, 2013
The Takeaway: Three things Bill Gates learned from Warren E. Buffett

By Joshua Brown
ALTERNATIVES JUN 17, 2013
Alternative bond funds get a C grade

Alternative bond funds passed their first real test last month. Barely. The funds, marketed to advisers as a way to avoid the drama of rising interest rates without ditching bonds, 'could have been a little more hedged' one analyst says.

By JKEPHART
FIXED INCOME JUN 17, 2013
What Kathleen Gaffney is buying before rates spike

Dan Fuss' former colleague sees value in agency debt; says junk bonds overheated

By John Goff
John Bogle has already won
ETFS JUN 17, 2013
John Bogle has already won

Investors have poured money into the lowest-cost funds and ETFs over the past decade, data show

By JKEPHART
ETFS JUN 17, 2013
With Gross, Pimco adds whole lot of star power to upcoming ETFs

Bond king listed as co-manager on three funds; hey, it can't hurt

By JKEPHART
ALTERNATIVES JUN 16, 2013
The Boglification of alternatives

Advisers, institutions view fees as the main reason to avoid alts, Morningstar/Barron's survey finds

By JKEPHART
RETIREMENT PLANNING JUN 16, 2013
Bogle: SocSec greatest fixed income

By JKEPHART
MUTUAL FUNDS JUN 16, 2013
Mutual fund costs for 401(k) plans still dropping

By Darla Mercado
RETIREMENT PLANNING JUN 16, 2013
CEO vows B-D will maintain independence

By Bruce Kelly