Investing

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EQUITIES JAN 06, 2016
Don't let fear cloud focus on China

What looks scary could be a good opportunity to increase exposure in the Chinese economy

By Nick Niziolek
ETF options juggernaut marches on amid market turmoil
EQUITIES JAN 04, 2016
ETF options juggernaut marches on amid market turmoil

As investors rush to protect their portfolios in a tumultuous start to the year, odds are they will be using options on exchange-traded funds to do it.

By Bloomberg
EQUITIES JAN 04, 2016
No point in comparing Bill Gross' performance at Janus to what he did at Pimco

<i>Breakfast with Benjamin</i> While it might be tempting to pit the Bond King's new Janus fund against the Pimco Total Return Fund, they are different animals.

By Jeff Benjamin
SEC report revisits sting of unsolved Aug. 24 market slide
EQUITIES JAN 04, 2016
SEC report revisits sting of unsolved Aug. 24 market slide

That date still leaves some ETF fans shaking in their boots. The report tells us what happened, but not why or what to do to prevent future recurrences.

By Jeff Benjamin
Puerto Rico to default on $37M bond payments due Jan. 1
FIXED INCOME JAN 04, 2016
Puerto Rico to default on $37M bond payments due Jan. 1

The $357 million of interest due on general-obligation debt will be paid, as the island seeks to restructure a $70 billion debt burden.

By Bloomberg
EQUITIES JAN 04, 2016
Economic forecasters predict market volatility in 2016

Plus: The Fed's rate hike isn't likely to be enough to derail corporate America's borrowing binge.

By Jeff Benjamin
EQUITIES DEC 31, 2015
India cover story

By Jeff Benjamin
EQUITIES DEC 30, 2015
The junk-bond correction is not the next financial crisis

<i>Breakfast with Benjamin</i>: Why those claiming the junk bond market looks just like the start of the 2008 financial crisis are wrong.

By Jeff Benjamin
What we'll remember about the markets in 2015
RIA NEWS DEC 30, 2015
What we'll remember about the markets in 2015

Some highs and lows, swings and misses

By Jeff Benjamin
EQUITIES DEC 29, 2015
Passive strategies put another mark in the win column in 2015

Plus: You ain't seen lame until you've seen Congress next year, money manager M&amp;A peaks, avoiding financial fraud, and how the rich get and stay rich

By Jeff Benjamin
DOJ's 'cease fire' on state marijuana laws sparks fresh investment buzz
EQUITIES DEC 29, 2015
DOJ's 'cease fire' on state marijuana laws sparks fresh investment buzz

Bracing for the highs and lows of cannabis-industry stocks.

By Jeff Benjamin
Finra to seek a 'significant fine' from MetLife over variable annuity sales
INDEPENDENT BROKER DEALERS DEC 29, 2015
Finra to seek a 'significant fine' from MetLife over variable annuity sales

Regulator focuses on potential violations regarding misrepresentations, suitability, and supervision

By Bloomberg
LPL to pay $1.4 million fine and return investor money for certain nontraded REIT sales
ALTERNATIVES DEC 29, 2015
LPL to pay $1.4 million fine and return investor money for certain nontraded REIT sales

Broker-dealer agrees to a $1.4 million fine and will return investor money on approximately 2,000 sales of nontraded REITs. Firm also settles with states regarding leveraged ETFs.

By Mark Schoeff Jr.
Clients need prep for long-term care
RETIREMENT PLANNING DEC 28, 2015
Clients need prep for long-term care

Few have planned for such care, but 70% of 65-year-olds will require it in their future.

By Jamie Hopkins
Will mutual funds' pay-to-play at brokerages go away?
PRACTICE MANAGEMENT DEC 28, 2015
Will mutual funds' pay-to-play at brokerages go away?

Fund industry worries about fallout from results of SEC exam sweep on distribution fees.

By Mark Schoeff Jr.
The bullish outlook for 2016
EQUITIES DEC 23, 2015
The bullish outlook for 2016

Plus: Most consumers are optimistic about improved household finances next year, embracing a contrarian investing strategy, and what the Dow was like in the beginning

By Jeff Benjamin
Cheap oil presents new investment opportunities
EQUITIES DEC 23, 2015
Cheap oil presents new investment opportunities

MLPs move back into the spotlight for patient investors

By Jeff Benjamin
ALTERNATIVES DEC 22, 2015
SAC's Cohen barred from managing client money until 2018, SEC says

Steven A. Cohen is poised to make a return to the hedge-fund industry by 2018 under an accord with U.S. regulators that settles allegations that the billionaire failed to supervise a convicted insider-trader at SAC Capital Advisors.

By Bloomberg
EQUITIES DEC 22, 2015
Making the case for market-timing with humility

<i>Breakfast with Benjamin</i> Morningstar's John Rekenthaler clarifies after recently referring to market-timers as &#8220;circus clowns minus the funny suits.&#8221;

By Jeff Benjamin
The power of infrastructure investing in uncertain markets
ALTERNATIVES DEC 21, 2015
The power of infrastructure investing in uncertain markets

Good infrastructure products are unlikely to wildly outperform equities, but they're also unlikely to create serious losses

By Thomas Hoops