Investing

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EQUITIES NOV 15, 2015
December looking more likely for Fed rate hike

<i>Breakfast with Benjamin:</i> Ground Control to Major Yellen. Commencing countdown, engines on. The Fed's October meeting minutes stress a potential December liftoff for rates.

By Jeff Benjamin
ETF for rising rates draws billions but dashes investors' hopes
ETFS NOV 14, 2015
ETF for rising rates draws billions but dashes investors' hopes

ProShares UltraShort 20+ Year Treasury (TBT) has attracted nearly $10 billion worth of inflows in its life but has only $2.8 billion to show for it today.

By Bloomberg
RIA NEWS NOV 13, 2015
How to avoid becoming a tax scam victim

<i>Breakfast with Benjamin:</i> After the big IRS data breach, few people probably trust the agency regarding data security. Nonetheless, it's offered a checklist of ways to avoid becoming a tax-scam victim.

By Jeff Benjamin
Rate-hike fears, weak earnings snap stocks' six-week advance
EQUITIES NOV 13, 2015
Rate-hike fears, weak earnings snap stocks' six-week advance

Catalysts that drove the S&amp;P 500's 12% summer tumble, from interest rate dread to a commodities rout and weak earnings, surfaced again. Strategists expect more downside.

By Bloomberg
Want high-yield exposure? Forget ETFs
FIXED INCOME NOV 13, 2015
Want high-yield exposure? Forget ETFs

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.

By Gershon Distenfeld
RETIREMENT PLANNING NOV 12, 2015
The unique nature of target-date fund benchmarking

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.

By Greg Iacurci
Wells Fargo launching 'completely different' target date funds that take an active approach
RETIREMENT PLANNING NOV 12, 2015
Wells Fargo launching 'completely different' target date funds that take an active approach

The retirement funds, the firm's second to market, seek to give investors 80% pre-retirement income replacement.

By Greg Iacurci
December rate increase would be rough on stocks and bonds, Gundlach says
FIXED INCOME NOV 12, 2015
December rate increase would be rough on stocks and bonds, Gundlach says

Hike could potentially drive up the value of the dollar to the point where it weakens the economy, fund manager says.

By Bloomberg
Don't let volatile energy markets change your mind on MLPs
ALTERNATIVES NOV 12, 2015
Don't let volatile energy markets change your mind on MLPs

Depending on the client, now may be a time to add to the allocation to this investment class.

By Brian Hahn
RCAP "unlikely" to dump Cetera for $700 million: analyst
ALTERNATIVES NOV 12, 2015
RCAP "unlikely" to dump Cetera for $700 million: analyst

Citigroup's Bill Katz questions report that RCAP was shopping Cetera for &quot;fire sale&quot; price

By Bruce Kelly
EMERGING MARKETS NOV 11, 2015
The foreign investment tax advisers should pay attention to

Taxes levied on foreign stock dividends can be recouped, but it makes most sense for high-net-worth clients with multimillion-dollar positions.

By Greg Iacurci
Why global dividend stocks have become one of the best plays in the market
EQUITIES NOV 11, 2015
Why global dividend stocks have become one of the best plays in the market

Companies paid out a record $1 trillion last year; about 70% came from non-U.S. companies

By Ben Lofthouse
The apolitical Fed is becoming a political target
EQUITIES NOV 10, 2015
The apolitical Fed is becoming a political target

<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.

By Jeff Benjamin
ETF that bet on bitcoin has been surging
ALTERNATIVES NOV 10, 2015
ETF that bet on bitcoin has been surging

ARK Investment Management says the capricious cryptocurrency is a buy in the wake of emerging market volatility

By Bloomberg
DoubleLine's Jeff Gundlach plans new global bond fund
EMERGING MARKETS NOV 10, 2015
DoubleLine's Jeff Gundlach plans new global bond fund

DoubleLine's Jeffrey Gundlach plans a new global bond fund just as a potential Fed hike could create new risks and opportunities for managers.

By Trevor Hunnicutt
ALTERNATIVES NOV 09, 2015
House committee approves easing accredited-investor standard

The House Financial Services Committee overwhelmingly approved legislation that would ease restrictions on the kind of investors who can purchase unregistered securities.

By Mark Schoeff Jr.
Cetera suspends sales of AR Capital REITs
ALTERNATIVES NOV 09, 2015
Cetera suspends sales of AR Capital REITs

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.

By Bruce Kelly
The endless and irrelevant financial woes of presidential candidates
EQUITIES NOV 09, 2015
The endless and irrelevant financial woes of presidential candidates

<i>Breakfast with Benjamin</i>: Presidential candidates are not always good at managing their own money, and voters don't care, or need to.

By Jeff Benjamin
NBA's Tim Duncan files a second lawsuit against his financial adviser
EQUITIES NOV 09, 2015
NBA's Tim Duncan files a second lawsuit against his financial adviser

<i>Breakfast with Benjamin</i>: The NBA star is claiming to have lost $1.1M by being invested in a bankrupt cosmetics company.

By Jeff Benjamin
Time to expand the tool kit for delivering retirement income
RETIREMENT PLANNING NOV 09, 2015
Time to expand the tool kit for delivering retirement income

Current retirement income products miss the mark in striking an optimal balance between investment opportunity and income protection.

By Michael Reardon