Investing

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Muni offerings hit the skids
RETIREMENT PLANNING SEP 08, 2011
Muni offerings hit the skids

Concerns over a possible default by Uncle Sam rippling the lakes of state issuers; five top-rated borrowers braced for possible downgrade

By John Goff
EQUITIES SEP 07, 2011
Weighing whether stocks have room to grow

In a sign that the economy may be on the verge of another recession, investors are paying less for equities than they have during every recession since Ronald Reagan was president

By Bloomberg
Quality, cash keep this tech fund on solid ground
EQUITIES SEP 07, 2011
Quality, cash keep this tech fund on solid ground

Even in the rocky world of technology investing, the debt ceiling debate has been an eye-opening experience.

By Jeff Benjamin
Pimco's Gross: Obama's $300B doesn't cut it
RIAS SEP 06, 2011
Pimco's Gross: Obama's $300B doesn't cut it

Bill Gross, founder of Pacific Investment Management Co., said President Barack Obama's plan to stimulate the economy with more than $300 billion in tax cuts and spending is inadequate.

By Doug Cubberley
Pimco to gain more 'autonomy' in AGI restructuring
RETIREMENT PLANNING SEP 06, 2011
Pimco to gain more 'autonomy' in AGI restructuring

Allianz Global Investors on Tuesday announced restructuring effective Jan. 1 that will give PIMCO greater distribution independence and will more closely align the elements of Allianz's other business.

By Drew Carter
Ten-year Treasuries overvalued — and then some — but investors buying anyway
RETIREMENT PLANNING SEP 06, 2011
Ten-year Treasuries overvalued — and then some — but investors buying anyway

Term premium at an all-time high, but investor confidence in economy at rock bottom; 'fear priced into yields'

By John Goff
ALTERNATIVES SEP 05, 2011
Guide to understanding direct investments

This white paper from the Investment Program Association explores the use of non-traded REITS, oil and gas programs, equipment leasing, managed futures and other forms of direct investments that can help diversify your clients' portfolios.

By Mark Bruno
Bearish hedge fund bets may send U.S. stocks lower: BofA analyst
ALTERNATIVES SEP 04, 2011
Bearish hedge fund bets may send U.S. stocks lower: BofA analyst

U.S. stocks are likely to extend declines because hedge funds have leeway to boost bets against the world's largest equity market, according to Bank of America Corp.'s Mary Ann Bartels.

By Doug Cubberley
Pimco's Gross says bank fees to hold cash 'unheard of'
MUTUAL FUNDS SEP 02, 2011
Pimco's Gross says bank fees to hold cash 'unheard of'

Pimco's Bill Gross said Bank of New York Mellon Corp.'s decision to charge clients for large deposits shows how the government's efforts to revive the economy are distorting markets and hurting savers.

By Doug Cubberley
Nontraded REITs a hot property — but Finra warns investors
ALTERNATIVES SEP 01, 2011
Nontraded REITs a hot property — but Finra warns investors

Regulator cites lack of liquidity and high fees; product sales remain brisk

By Bloomberg
Every adviser should be invested in alternatives: Investment experts
ALTERNATIVES SEP 01, 2011
Every adviser should be invested in alternatives: Investment experts

Paramount to generate returns even in down markets; higher management costs worth it

By Lavonne Kuykendall
Tough Finra proposal aims to bring nontraded-REIT pricing up to par
ALTERNATIVES SEP 01, 2011
Tough Finra proposal aims to bring nontraded-REIT pricing up to par

Regulator wants commissions subtracted right away from value shown on statements; 'pendulum has swung too far'

By Bruce Kelly
Finra wants faster valuations of nontraded REITs
ALTERNATIVES SEP 01, 2011
Finra wants faster valuations of nontraded REITs

Regulator prepares proposal after May complaint against David Lerner Associates; time it takes to get market valuations not up to par

By Bruce Kelly
BlackRock looks to roll out 13 actively managed ETFs
ETFS SEP 01, 2011
BlackRock looks to roll out 13 actively managed ETFs

Seeks permission from SEC; could pose big threat to equity mutual funds

By John Goff
ETFS SEP 01, 2011
ETF volume soars as clients hedge bets

Wagering on direction of stocks, not individual shares

By John Goff
Commonwealth, LPL could see fallout from Reg D deal they sold
ALTERNATIVES SEP 01, 2011
Commonwealth, LPL could see fallout from Reg D deal they sold

After avoiding the pitfalls of disastrous Regulation D deals during the past decade, Commonwealth Financial Network and LPL Financial LLC are contending with potential fallout from a real estate private placement that faces pressure from its creditors.

By Bruce Kelly
Plans to tax munis won't fly, says BNY Mellon
RIAS SEP 01, 2011
Plans to tax munis won't fly, says BNY Mellon

Despite need to raise federal tax revenues, bank believes lawmakers will spare municipal debt

By John Goff
Share value of popular Wells REIT sinks
ALTERNATIVES AUG 31, 2011
Share value of popular Wells REIT sinks

Wells II securities issued at $10 apiece, now worth an estimated $7.47; pricing of nontraded real estate trusts under the microscope

By Bruce Kelly
Lerner resorted to tricks to plump up Apple distributions: Suit
ALTERNATIVES AUG 31, 2011
Lerner resorted to tricks to plump up Apple distributions: Suit

In the latest twist in the ongoing saga of Apple REITs sold by David Lerner Associates, plaintiffs claim the B-D used a line of credit and other sources to boost dividend payments beyond what was prudent. | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20110826&amp;Category=FREE&amp;ArtNo=826009999&amp;Ref=PH>Home prices still plunging in these states</a>

By Bruce Kelly
Time for clients to refi? Mortgage rates hit lowest on record
RETIREMENT PLANNING AUG 31, 2011
Time for clients to refi? Mortgage rates hit lowest on record

Rate on average 30-year fixed loan falls to 4.12%; 'homebuyers are not responding'

By John Goff