Investing

Displaying 16143 results
RETIREMENT PLANNING MAY 29, 2016
Retiree medical expenses could outpace Social Security benefits in 20 years

Your clients could be under saving for their real retirement income needs.

By Mary Beth Franklin
ALTERNATIVES MAY 27, 2016
The ultimate alternative investment: Really expensive watches

<i>Breakfast with Benjamin</i> Instead of timing the market, how about investing in time? Specifically, really expensive watches.

By Jeff Benjamin
EQUITIES MAY 27, 2016
Small-cap stocks gaining momentum while rates stay low

<i>Breakfast with Benjamin</i> Small caps have started to outperform, and it might be connected to the Fed's downward revision on 2016 rate hikes.

By Jeff Benjamin
ALTERNATIVES MAY 27, 2016
Returns are big, but the jury is still out on lawsuit investing

In addition to risks and returns, advisers need to worry about moral and ethical issues

By Jeff Benjamin
EQUITIES MAY 26, 2016
Sky-high cash stockpiles expose rising investor unease

<i>Breakfast with Benjamin</i> If the heaping cash stockpiles are any indication, investors are getting more nervous by the day.

By Jeff Benjamin
Robo platforms create a new headache for human advisers: wash sales
EQUITIES MAY 26, 2016
Robo platforms create a new headache for human advisers: wash sales

Most robos boast standard safeguards to prevent wash sales on accounts on the platforms, but can't guard against non-platform trading.

By Jeff Benjamin
Marijuana startup MassRoots' plans to join Nasdaq go up in smoke
EQUITIES MAY 26, 2016
Marijuana startup MassRoots' plans to join Nasdaq go up in smoke

Nasdaq listing snub could set a precedent for marijuana stocks.

By Jeff Benjamin
RETIREMENT PLANNING MAY 24, 2016
Long-term-care insurance market sees rapid decline

A slew of factors, including low interest rates, increasing longevity and insurance company pricing blunders, have led to an industry on the skids. Will hybrid products save the day?

By Greg Iacurci
EQUITIES MAY 24, 2016
Steven Cohen wants a minor league system for portfolio managers

<i>Breakfast with Benjamin</i> The hedge funder is recruiting sophomores in an effort to reduce the time it takes a college grad to become a portfolio manager.

By Jeff Benjamin
Troubled Texas REIT claims no fraud after internal investigation
ALTERNATIVES MAY 24, 2016
Troubled Texas REIT claims no fraud after internal investigation

UDF IV, which had its shares stop trading in February after its offices were raided by the FBI, says its own investigation of its business found no evidence of fraud.

By Bruce Kelly
Avoid the TIPS rally. It's merely an inflation head-fake
MUTUAL FUNDS MAY 24, 2016
Avoid the TIPS rally. It's merely an inflation head-fake

Recent performance can be deceiving.

By Jeff Benjamin
Smoking out the right way to invest in the marijuana movement
EQUITIES MAY 24, 2016
Smoking out the right way to invest in the marijuana movement

Advisers keeping their distance from high-flying pot stocks.

By Jeff Benjamin
Broker-dealers that sold UDF REITs to face investor claims
ALTERNATIVES MAY 24, 2016
Broker-dealers that sold UDF REITs to face investor claims

Independent broker-dealers that sold the distressed series of UDF real estate investment trusts could soon be facing arbitration claims from angry investors, according to Alan Rosca, a plaintiff's attorney.

By Bruce Kelly
Texas REIT subpoenaed after FBI raid
ALTERNATIVES MAY 24, 2016
Texas REIT subpoenaed after FBI raid

Management of distressed real estate investment trust United Development Funding IV has been subpoenaed to hand over company documents to a grand jury.

By Bruce Kelly
FBI raids offices of Texas REIT
ALTERNATIVES MAY 24, 2016
FBI raids offices of Texas REIT

United Development Funding IV's stock price has dropped 81% in the past two months after a hedge fund alleged it was operating like a Ponzi scheme

By Bruce Kelly
RETIREMENT PLANNING MAY 23, 2016
Life insurance helps with retirement planning, but beware of the pitfalls

Product considerations are complex, and using this strategy inappropriately in a retirement income plan can trigger problems.

By Greg Iacurci
Why it's a good thing that investors and financial advisers are bearish
MUTUAL FUNDS MAY 23, 2016
Why it's a good thing that investors and financial advisers are bearish

When's the last time a client berated you for not being bullish enough?

By John Waggoner
Money market funds come under fire in spate of 401(k) suits
RETIREMENT PLANNING MAY 23, 2016
Money market funds come under fire in spate of 401(k) suits

The suits allege that money market funds were imprudent investment choices given that their returns were lower than stable value funds.

By Greg Iacurci
ALTERNATIVES MAY 22, 2016
Why gold makes sense for investors

By Defred G. Folts III
Understanding private equity investing
ALTERNATIVES MAY 20, 2016
Understanding private equity investing

There is a convincing argument that advisers and their high-net-worth clients should consider an allocation to private equity.

By Nick Veronis