Investing

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ALTERNATIVES JUL 29, 2012
Why clients are playing defense with alternative investments

By Jeff Benjamin
ALTERNATIVES JUL 29, 2012
Advisers still investing in alternative strategies

By JKEPHART
ALTERNATIVES JUL 29, 2012
Morningstar ratings may ease picking

By JKEPHART
ALTERNATIVES JUL 29, 2012
Using absolute-return funds to protect value of portfolios

By Mark Schoeff Jr.
ALTERNATIVES JUL 29, 2012
The endowment model holds lessons for Ganos and his clients

By DJAMIESON
MUTUAL FUNDS JUL 29, 2012
Ex-'King of Bonds' makes big bid to regain crown

By JKEPHART
ETFS JUL 29, 2012
Vanguard fires another shot in ETF fee war

By JKEPHART
Bankruptcies apparently no bother to investors piling into munis
FIXED INCOME JUL 27, 2012
Bankruptcies apparently no bother to investors piling into munis

Apparently, the recent municipal bankruptcies in California, along with fiscal fires in other states, don't seem to be cowing investors, who continue to stampede into muni bond mutual funds.

By Jeff Benjamin
SEC considers suing Miami after muni bond disclosure probe
FIXED INCOME JUL 27, 2012
SEC considers suing Miami after muni bond disclosure probe

Questioning whether the city adequately disclosed financial information when it raised money from investors

By Doug Cubberley
FIXED INCOME JUL 27, 2012
Morningstar begins research on muni bonds

By JKEPHART
MUTUAL FUNDS JUL 26, 2012
Siegel constant is history, Gross claims

Stocks returning 6.6% above inflation a thing of the past, says Pimco bond king; 'cult of equity is dead'

By John Goff
RETIREMENT PLANNING JUL 26, 2012
Life insurance agent accused of scamming Lincoln, N.Y. Life

Allegedly raked in big commissions by selling policies that greatly exaggerated applicants' net worth; faces 30 years in prison, forfeiture of Escalade

By Darla Mercado
A little help: American Funds looks to Guardian to help boost performance
MUTUAL FUNDS JUL 26, 2012
A little help: American Funds looks to Guardian to help boost performance

Flagging fund giant turns to researchers at sister firm, Capital Guardian, to boost its equity performance

By JKEPHART
Vanguard strikes back against … Bogle?
ETFS JUL 26, 2012
Vanguard strikes back against … Bogle?

A Vanguard Group Inc. study refutes the concerns of founder John Bogle and others that exchange-traded funds encourage excessive trading

By JKEPHART
U.S. investors still plowing into bond funds
EQUITIES JUL 26, 2012
U.S. investors still plowing into bond funds

The general movement out of equity mutual funds and into bond funds continued in June, according to the Direct Fund Flows report from Morningstar Inc.

By AOSTERLAND
FIXED INCOME JUL 24, 2012
Investors at sea, so Treasury preps floating-rate notes

Department could launch program in a year; 'strong, broad-based demand'

By John Goff
MUTUAL FUNDS JUL 24, 2012
Reported probe into stable value fund could upend advisers

DOL said to be investigating JPMorgan stable-value fund; 'Who is looking under the hood?'

By Darla Mercado
ALTERNATIVES JUL 24, 2012
The modern economic and political cycle: Wash, rinse, repeat

The global financial markets and economy have been unable to return to steady growth following the financial crisis that began in 2008. This has not been without occasional bouts of optimism, where momentum builds as market participants embrace a growing expectation of reaching a critical escape velocity. However, these sentimental boosts have been fleeting. While each round has been distinct, it is worthwhile to note that the cycles are eerily similar.

By Paul Menchaca
EQUITIES JUL 24, 2012
American looks to Guardian to help performance

By JKEPHART
This fund seeks out innovation in companies large and small
EQUITIES JUL 24, 2012
This fund seeks out innovation in companies large and small

By focusing on the characteristics of business innovation without regard for market capitalization, industry or geographic location, the Alpine Innovators Fund has developed a pattern of often moving independent from the overall market

By Jeff Benjamin