If you have a short-term view on high yield, an exchange-traded fund might be right for you. But if you want long-term exposure, ETFs are a terrible choice.
The wide dispersion of glide paths and asset allocations makes evaluation much more complex. And yet, TDF choice is likely the biggest investment decision for a plan.
The retirement funds, the firm's second to market, seek to give investors 80% pre-retirement income replacement.
Hike could potentially drive up the value of the dollar to the point where it weakens the economy, fund manager says.
Depending on the client, now may be a time to add to the allocation to this investment class.
Citigroup's Bill Katz questions report that RCAP was shopping Cetera for "fire sale" price
Taxes levied on foreign stock dividends can be recouped, but it makes most sense for high-net-worth clients with multimillion-dollar positions.
Companies paid out a record $1 trillion last year; about 70% came from non-U.S. companies
<i>Breakfast with Benjamin</i>: Even though it's designed and expected to be apolitical, the Federal Reserve is becoming a popular target of political attacks.
ARK Investment Management says the capricious cryptocurrency is a buy in the wake of emerging market volatility
DoubleLine's Jeffrey Gundlach plans a new global bond fund just as a potential Fed hike could create new risks and opportunities for managers.
The House Financial Services Committee overwhelmingly approved legislation that would ease restrictions on the kind of investors who can purchase unregistered securities.
Broker-dealer takes action after Massachusetts' securities regulator charged a related company with fraudulently rounding up proxy votes to support real estate deals sponsored by AR Capital.
<i>Breakfast with Benjamin</i>: Presidential candidates are not always good at managing their own money, and voters don't care, or need to.
<i>Breakfast with Benjamin</i>: The NBA star is claiming to have lost $1.1M by being invested in a bankrupt cosmetics company.
Before clients start asking, know the basics about this income generating investment.
$909 million raised is almost as much as the $1.04 billion the firm raised all of last year.
As spreads tighten, turning attention to lodging, self-storage and Europe.
<i>Breakfast with Benjamin</i>: Susan Elizabeth Walker was sentenced to more than seven years in prison for taking over $1 million from clients' accounts.
Manager is hoping to garner assets in a crowded market through a strategy targeting the stability of investors' retirement income stream.
