Most analysts and advisers expect a gradual climb tempered by economic performance.
As signs of stress mount in credit markets, a $788 million mutual fund is blocking clients from pulling their money to avoid fire sales.
Plus: JPMorgan's David Kelly second-guesses the Fed, MLP investors hang on for dear life, and Joe Montana gets his VC groove on
<i>Breakfast with Benjamin:</i> The price of oil dropped to levels not seen in more than six years amid fears the global glut will be with us for a while. But there is an upside for some.
<i>Breakfast with Benjamin</i>: More than a third of the outstanding U.S. high yield and leveraged loan universe is at risk in a rising-rate cycle.
Rules proposed by Finra and MSRB would require brokers to detail the price differences they and the clients pay for corporate and municipal bonds.
It's easy to see why many advisers and investors are concerned as asset values — from stocks to bonds to real estate — have soared, but that doesn't mean cash should be king.
Franklin Templeton's Michael Hasenstab says his bond-market peers aren't prepared for higher U.S. interest rates.
Clients need to understand what advisers mean by risk because it can affect decisions, goals
Fed policy makers risk making a mistake that will be difficult to correct if they raise interest rates on Wednesday, say former U.S. Treasury Secretary Lawrence Summers and economist Nouriel Roubini.
A deficit of transparency and liquidity often leads to high costs and low returns.
In the age of ascendant ETFs, some have written off mutual funds as irrelevant, but advisers need to know the nuances of each type of fund
Making the case for alternatives is less about the absolute returns they can deliver, but their potential over full market cycles.
<i>Breakfast with Benjamin</i>: The price freefall is getting uglier, and OPEC isn't the only culprit. Don't overlook the U.S. impact.
Republican presidential contender Donald Trump could become a major cause of volatility in financial markets throughout the first half of 2016. His rhetoric favoring protectionist economic policies is bad news for investors.
<i>Breakfast with Benjamin:</i> The last two weeks of the year typically ushers in the Santa Claus rally in stocks but this year, there's a big obstacle in the way.
Investment landscape poised for significant change but stocks should beat bonds over the next six to 12 months.
Retail-oriented ETFs tend to underperform the market during the holiday shopping season. In the nine years since retail ETFs began to trade, investors would have been better off sticking with a boring old S&P 500-stock index fund.
The Dow's 1,100-point drop off the opening bell Monday cost investors untold amounts of money and suggests the market is still broken.
Will another strong jobs report make the Federal Reserve act too slowly to lift interest rates?
