Investing

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Wells Fargo sees U.S. election year hurting equities
RIA NEWS FEB 16, 2016
Wells Fargo sees U.S. election year hurting equities

Investors should brace for a tough year in U.S. equities as a presidential race dominated by political outsiders will only compound market anxiety over slumping oil and a slowing global economy, according to Wells Fargo & Co.

By Christine Idzelis
Bank stocks bounce hard
MUTUAL FUNDS FEB 16, 2016
Bank stocks bounce hard

Financial stocks were the one of the hottest areas in late 2015, and most advisers believed the trend would carry well into the new year. So what went wrong this year?

By John Waggoner
RETIREMENT PLANNING FEB 11, 2016
World's best REIT hands Fortress 700% gain on Japan bets after tsunami

Fortress says infrastructure in Japan among bright spots of Abenomics

By Bloomberg
Once upon a time, there came a negative rate...
EQUITIES FEB 11, 2016
Once upon a time, there came a negative rate...

A cartoonist's look at what happens when rates go negative.

By Bloomberg
EQUITIES FEB 11, 2016
Madoff gives two thumbs down to the miniseries about his crimes

<i>Breakfast with Benjamin</i> Bernie Madoff is not happy with the way he was portrayed in the ABC miniseries about the Ponzi scheme he ran.

By Jeff Benjamin
U.S. stocks rise amid post-holiday catch-up
MUTUAL FUNDS FEB 11, 2016
U.S. stocks rise amid post-holiday catch-up

U.S. stocks rose as trading resumed after a holiday, catching up with gains in global equities Monday while weakness in crude oil tempered an early advance.

By Bloomberg
EQUITIES FEB 11, 2016
Where and how Bernie Sanders wants to hit Wall Street

<i>Breakfast with Benjamin</i> His proposed financial-transaction taxes would supposedly collect tens of billions, and Wall Street would likely pay for a lot of the free stuff he hopes to offer as president.

By Jeff Benjamin
EQUITIES FEB 11, 2016
Stock market selloff triggers a new gold rush

<i>Breakfast with Benjamin</i> Gold rallies amid the ongoing stock selloff to once again become the safe-haven play.

By Jeff Benjamin
EQUITIES FEB 10, 2016
Searching for the perfect investment is counterproductive for clients

The best investments are the options that align with clients' values and goals.

By crichards
U.S. stocks halt 5-day slide amid oil rally
MUTUAL FUNDS FEB 10, 2016
U.S. stocks halt 5-day slide amid oil rally

U.S. stocks halted a five-day slide that dragged global equities into a bear market, as oil rebounded from a 12-year low and bank shares surged.

By Bloomberg
EQUITIES FEB 10, 2016
Stock buyback programs become the next best hope for stocks

<i>Breakfast with Benjamin</i> U.S. companies are becoming the biggest buyers of stock, which isn't exactly how it's supposed to work.

By Jeff Benjamin
What is keeping fund investors surprisingly calm?
MUTUAL FUNDS FEB 10, 2016
What is keeping fund investors surprisingly calm?

The Standard and Poor's 500 stock index is down 9.15% this year, but mutual fund investors aren't fleeing &amp;mdash; and that may be because of financial advisers.

By John Waggoner
Bill Gross asks Yellen, central bankers: 'How's it workin' for ya?'
EQUITIES FEB 10, 2016
Bill Gross asks Yellen, central bankers: 'How's it workin' for ya?'

Fund manager says central bankers are 'increasingly addled' as their low and negative-interest rate policies fail to produce sustainable growth.

By Bloomberg
W.P. Carey CEO exits as company undergoes strategic review
ALTERNATIVES FEB 09, 2016
W.P. Carey CEO exits as company undergoes strategic review

Trevor Bond is stepping down two weeks before the firm releases Q4 and yearly earnings. The company said in November it was exploring breaking up into three businesses.

By Bruce Kelly
EQUITIES FEB 09, 2016
Barack Obama views the economy through rose-colored glasses

<i>Breakfast with Benjamin</i> President Obama's White House projects 2.3% long-term economic growth. Meanwhile, Credit Suisse sees lousy returns for the next decade. Who has the better view?

By Jeff Benjamin
EQUITIES FEB 09, 2016
America's earnings recession is getting ugly

<i>Breakfast with Benjamin</i> Oil's woes are a major problem for earnings growth, as S&amp;P 500 companies continue to suffer declines.

By Jeff Benjamin
Bear market ahead? Here's what to expect
EQUITIES FEB 09, 2016
Bear market ahead? Here's what to expect

After taking another five months to bottom out, stocks could take two years to regain their previous highs, according to one expert.

By John Waggoner
EQUITIES FEB 08, 2016
Wall Street strategists cutting bait on their 2016 market predictions

<i>Breakfast with Benjamin</i> The year is only 39 days old, but top Wall Street strategists have already lost faith in their bullish estimates for the S&amp;P 500.

By Jeff Benjamin
Bond markets underestimating the Fed, Goldman and Pimco warn
FIXED INCOME FEB 08, 2016
Bond markets underestimating the Fed, Goldman and Pimco warn

The firms say bonds are poised to fall and traders aren't prepared for how far the Federal Reserve will raise interest rates.

By Bloomberg
Are your clients using the wrong account to save for retirement?
RETIREMENT PLANNING FEB 08, 2016
Are your clients using the wrong account to save for retirement?

Provocative article suggests health savings accounts may top 401(k) plans as wealth accumulation vehicle.

By Mary Beth Franklin