Investing

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ETFS MAY 16, 2016
Oppenheimer's shuttered fund spotlights challenges for commodity strategies

Investors and money managers caught off guard by commodity markets.

By Jeff Benjamin
Putnam Voyager mutual fund takes its last journey
MUTUAL FUNDS MAY 16, 2016
Putnam Voyager mutual fund takes its last journey

The $3.2 billion fund, launched in 1969, will be merged into smaller large-cap growth fund.

By John Waggoner
FIXED INCOME MAY 15, 2016
Survey of 50 states shows 'stable' finances, for most

By John Waggoner
Why the ETF acronym can be misleading
MUTUAL FUNDS MAY 13, 2016
Why the ETF acronym can be misleading

Sometimes an ETF isn't exactly an ETF

By Bloomberg
EQUITIES MAY 13, 2016
DOL fiduciary rule trips up robo efforts at BlackRock, Schwab

Plus: Measuring Jim Cramer's performance, personal finance myths, and Social Security misconceptions

By Jeff Benjamin
Take 5: Allianz's El-Erian says Hillary Clinton has best economic plan
EQUITIES MAY 13, 2016
Take 5: Allianz's El-Erian says Hillary Clinton has best economic plan

Five candid responses on the Fed, the economy, and how to invest $1 million

By Jeff Benjamin
EQUITIES MAY 13, 2016
What's driving the decade of outflows from actively managed mutual funds

Much of the movement away has been led by advisers looking for cheaper and easier ways to build client portfolios.

By Jeff Benjamin
ALTERNATIVES MAY 12, 2016
The real reason Trump won't reveal his tax returns

Plus: Yellen toys with the markets again, don't make these four 401(k) mistakes, and a fun summer job

By Jeff Benjamin
Columbia Threadneedle to buy Emerging Global Advisors
EMERGING MARKETS MAY 12, 2016
Columbia Threadneedle to buy Emerging Global Advisors

EGA is a provider of emerging markets smart-beta funds.

By John Waggoner
RETIREMENT PLANNING MAY 12, 2016
Donald Trump's focus on U.S. debt could hurt retirement accounts

Plus: Hedge fund manager still raking in the big bucks, another Bernie Sanders gaff, and making sense of smart beta

By Jeff Benjamin
Move over, Puerto Rico. Illinois, New Jersey and other states face municipal bond woes, too
MUTUAL FUNDS MAY 12, 2016
Move over, Puerto Rico. Illinois, New Jersey and other states face municipal bond woes, too

Those as well as energy-producing states are seeing worsening balance sheets.

By John Waggoner
Finra targeting mutual fund overcharges in broker-dealer sweep
MUTUAL FUNDS MAY 11, 2016
Finra targeting mutual fund overcharges in broker-dealer sweep

Regulator is looking into whether firms have a process and supervisory procedures in place to waive fees.

By Greg Iacurci
EQUITIES MAY 11, 2016
High-frequency trading has made the stock market better for investors

<i>Breakfast with Benjamin</i> If you're happy with the stock market, you can thank the existence of high-frequency trading.

By Jeff Benjamin
<h1>Cerulli finds that financial advisers do better when sticking with in-house products </h1>
RIAS MAY 11, 2016
<h1>Cerulli finds that financial advisers do better when sticking with in-house products </h1>

Customizing portfolios introduces human frailty and failure.

By Jeff Benjamin
The unofficial science behind 'sell in May' market phenomenom
MUTUAL FUNDS MAY 11, 2016
The unofficial science behind 'sell in May' market phenomenom

The investment strategy has only outperformed buy and hold 24% of the time since the end of 1990, according to S&amp;P Global.

By John Waggoner
Bond funds get a pass in active-management debate
EQUITIES MAY 11, 2016
Bond funds get a pass in active-management debate

As with equities, passive funds are often the better bet.

By Jeff Benjamin
EQUITIES MAY 10, 2016
REITs to get own classification on major indices

<i>Breakfast with Benjamin</i> REITs soon will have their own classification on the S&amp;P 500 and other major indices.

By Jeff Benjamin
Janus Capital's Bill Gross says only the Federal Reserve can save us
EQUITIES MAY 09, 2016
Janus Capital's Bill Gross says only the Federal Reserve can save us

Janus bond manager pushes for 'helicopter money' pronto

By Jeff Benjamin
OppenheimerFunds among the biggest bulls on Puerto Rico's municipal bonds
FIXED INCOME MAY 09, 2016
OppenheimerFunds among the biggest bulls on Puerto Rico's municipal bonds

Of the muni bond funds tracked by Morningstar Inc., OppenheimerFunds stands out as the biggest fan of debt issued by financially-strapped island nation.

By Jeff Benjamin
ALTERNATIVES MAY 08, 2016
New tools provide real estate hedging

By Emery Matthews