Investing

Displaying 16106 results
Why muni bond dealers welcome the tax-the-rich push
FIXED INCOME FEB 04, 2019
Why muni bond dealers welcome the tax-the-rich push

State and local government bonds tend to outperform when taxes are rising.

By Bloomberg
Bill Gross retires after four-decade career in bonds
FIXED INCOME FEB 04, 2019
Bill Gross retires after four-decade career in bonds

His returns at Janus failed to live up to his stellar long-term record at Pimco.

By Bloomberg
Planning potholes and banana peels
RETIREMENT PLANNING FEB 04, 2019
Planning potholes and banana peels

Market volatility can pave the way for more important conversations than those beating the market and reducing your fees.

By Steve Gresham
Hedge fund creates the ultimate tax-free IRA for employees
RETIREMENT PLANNING FEB 01, 2019
Hedge fund creates the ultimate tax-free IRA for employees

Renaissance Technologies workers have seen their Roth IRA holdings in its Medallion Fund grow eight-fold in five years.

By Bloomberg
Bond titan blasts 'misguided' bet that Fed hikes are over
FIXED INCOME FEB 01, 2019
Bond titan blasts 'misguided' bet that Fed hikes are over

Franklin Templeton's Sonal Desai sees two more rate hikes this year, citing the U.S. economy's continued strength.

By Bloomberg
Vanguard shutters $1 billion mutual fund
RIA NEWS JAN 03, 2019
Vanguard shutters $1 billion mutual fund

Convertible securities fund to be liquidated because it attracted the wrong kind of investors.

By Jeff Benjamin
Shift from active to passive appproaches tipping point in 2019
MUTUAL FUNDS DEC 31, 2018
Shift from active to passive appproaches tipping point in 2019

U.S. mutual funds and exchange-traded funds that passively track indexes now hold 48% assets and are likely to top 50% in 2019.

By Bloomberg
Fund investors pull $56 billion in biggest exit since 2008
MUTUAL FUNDS DEC 27, 2018
Fund investors pull $56 billion in biggest exit since 2008

Mutual funds suffered redemptions of $56.2 billion in the week ended Dec. 19.

By Bloomberg
U.S. stocks surge in best rally since March 2009
EQUITIES DEC 26, 2018
U.S. stocks surge in best rally since March 2009

U.S. stocks staged one of the biggest rallies of the 9 1/2 year bull market after coming within points of seeing it end, with major indexes surging at least 4.9%.

By Bloomberg
Here are three crazy market statistics on a wild day of trading
EQUITIES DEC 26, 2018
Here are three crazy market statistics on a wild day of trading

To say that U.S. stocks trading has been odd this week seems like an understatement.

By Bloomberg
Stocks hit 19-month low as D.C. turmoil weighs
EQUITIES DEC 24, 2018
Stocks hit 19-month low as D.C. turmoil weighs

U.S. stocks fell to the lowest since May 2017 as the turmoil in Washington kept investors on edge after the worst week for American equities in almost a decade.

By Bloomberg
After the crash, dreams die hard for Wall Street crypto bankers
ALTERNATIVES DEC 24, 2018
After the crash, dreams die hard for Wall Street crypto bankers

Squeamish from the start about pursuing profits in one of the darker corners of finance, established firms this year slowed their already halting efforts to make a business out of Bitcoin mania.

By Bloomberg
Muni market looks to 2019 for infrastructure bill, higher returns
FIXED INCOME DEC 21, 2018
Muni market looks to 2019 for infrastructure bill, higher returns

A continued decline in the amount of outstanding state and local government debt should help performance.

By Bloomberg
Surprise tax hit awaits investors in hedge funds
ALTERNATIVES DEC 20, 2018
Surprise tax hit awaits investors in hedge funds

As result of new cap on deductions, trader hedge funds like Point72 likely to see increase on their tax bills.

By Bloomberg
From Ferraris to psychedelics: An alternative investment guide
ALTERNATIVES DEC 20, 2018
From Ferraris to psychedelics: An alternative investment guide

If volatility has scared you away from stocks, maybe you should think about investing in batteries for electric vehicles, or crypto-tax software startups.

By Bloomberg
Cetera fined $1.4 million for award-winning broker's excessive trades
INDEPENDENT BROKER DEALERS DEC 20, 2018
Cetera fined $1.4 million for award-winning broker's excessive trades

Firm awarded broker sales awards, despite mutual-fund churning flagged to home office, according to Finra.

By Greg Iacurci
T shares are dead
MUTUAL FUNDS DEC 20, 2018
T shares are dead

The death of the DOL fiduciary rule condemned the mutual fund share class to extinction.

By Greg Iacurci
Investors pour record cash into value ETF
EQUITIES DEC 19, 2018
Investors pour record cash into value ETF

Amid the stock market sell-off, strategists have encouraged investors to pick value rather than growth

By Bloomberg
Investors flee biggest financials ETF at fastest pace since 2008
EQUITIES DEC 19, 2018
Investors flee biggest financials ETF at fastest pace since 2008

The $24 billion Financial Select Sector SPDR Fund saw $1.8 billion of outflows last week

By Bloomberg
William Galvin hits MetLife with $1 million fine for failing to keep track of pensioners
LIFE INSURANCE AND ANNUITIES DEC 19, 2018
William Galvin hits MetLife with $1 million fine for failing to keep track of pensioners

Massachusetts says insurance firm must pay retirees and beneficiaries who were 'presumed dead'

By Mark Schoeff Jr.