Investing

Displaying 16124 results
FIXED INCOME JAN 19, 2018
Bond investors have more to worry about than a government shutdown

Inflation worries, international rates pushing Treasuries yields higher.

By John Waggoner
RETIREMENT PLANNING JAN 17, 2018
Beware: Medicare surcharges can change throughout year based on latest tax return

This 'dispatch from the retirement front' explains that updated tax records can make higher Medicare premiums retroactive.

By Mary Beth Franklin
MUTUAL FUNDS JAN 17, 2018
Legislation would make it harder for investors to sue mutual funds over high fees

A plaintiff would have to state in their initial complaint why fiduciary duty was breached, and then prove the violation with 'clear and convincing evidence.'

By Mark Schoeff Jr.
MUTUAL FUNDS JAN 16, 2018
Bitcoin ETF fast track derailed by SEC liquidity, safety worries

ProShares and VanEck offerings are among those withdrawn at the agency's request.

By Bloomberg
MUTUAL FUNDS JAN 16, 2018
A blockchain ETF by any other name smells sweeter to the SEC

Two new funds asked to remove the term from their titles at last minute

By Bloomberg
FIXED INCOME JAN 12, 2018
Tax bill SALT reduction could raise demand for munis

Strategists say residents of high tax states may be eager to find ways to reduce what they owe government.

By Bloomberg
EQUITIES JAN 12, 2018
Energy funds rally sharply

But oil bump could be short-lived.

By John Waggoner
RIA NEWS JAN 12, 2018
Segall Bryant & Hamill acquires Denver Investments, creating $20B wealth manager

The deal brings together two fund families and financial advisory businesses.

By Jeff Benjamin
EQUITIES JAN 12, 2018
Are your clients ready for higher volatility?

Just as there is reversion to the mean in stock returns, there is reversion to the mean for stock volatility.

By John Waggoner
FIXED INCOME JAN 11, 2018
Bear market for bonds has arrived, Gross says

10-year Treasury rate's move above 2.5% confirms outlook for fixed income, legendary bond manager says.

By Bloomberg
EQUITIES JAN 10, 2018
Gundlach says S&P 500 will post negative return in 2018

Famed DoubleLine bond manager says commodities may be one of the best investments this year.

By Bloomberg
EQUITIES JAN 10, 2018
Stock fervor abounds as equities continue to rally

Investors are 'having a hard time imagining a decline,' analysts say.

By Bloomberg
EQUITIES JAN 10, 2018
Buffett says tax law makes owning stocks more attractive

Berkshire Hathaway CEO predicts a 'bad ending' for cryptocurrencies and says stocks don't look overvalued compared to interest rates

By Bloomberg
LIFE INSURANCE AND ANNUITIES JAN 10, 2018
Technology is streamlining the process of issuing life insurance policies

A digital transformation is taking root in the industry, and it's benefiting clients and advisers alike.

By Greg Iacurci
ETFS JAN 09, 2018
Take Five: Matt Hougan, Inside ETFs CEO predicts another record year for inflows

Advisers are driving demand because they are under pressure from their clients to reduce fees.

By John Waggoner
EMERGING MARKETS JAN 08, 2018
At 81, emerging markets pioneer Mark Mobius is retiring

Mobius headed one of the first emerging-market equity funds available to U.S. customers.

By Bloomberg
RETIREMENT PLANNING JAN 08, 2018
Growth of HSAs opens new market for financial advisers

Health savings accounts are an investment planning opportunity, given most of their $45 billion sits in cash.

By Jeff Benjamin
LIFE INSURANCE AND ANNUITIES JAN 08, 2018
Morgan Stanley and adviser win lawsuit over annuity distribution

The judge said the adviser erred in recommending a lump-sum distribution, but barred plaintiffs from recovery because they were also negligent.

By Greg Iacurci
FIXED INCOME JAN 06, 2018
2018 outlook in bond investing calls for change

Five fixed income experts prophesize about a year of increasing rates.

By Jeff Benjamin
EQUITIES JAN 06, 2018
2018 outlook in equity investing is mostly bright

Several sectors gain investing thumbs up from five stock market experts.

By John Waggoner