Investing

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ETFS JAN 21, 2015
ETFs losing their luster in 529 college savings plans

New report says benefits of exchange-traded funds don't make sense when nestled within the tax-advantaged 529 plans.

By Liz Skinner
ALTERNATIVES JAN 21, 2015
As oil prices fall, investment opportunities emerge

Boon for MLPs, and a boost for holiday sales

By Jeff Benjamin
PRACTICE MANAGEMENT JAN 21, 2015
Brokers warned to beef up training on complex products

Regulators alarmed at lack of knowledge brokers demonstrate about the products they're selling.

By Mark Schoeff Jr.
EQUITIES JAN 20, 2015
Looking for investment value across the globe

Europe is a focus while selective emerging markets show promise, Templeton Global Equity strategists say.

By Norman J. Boersma and Cindy L. Sweeting
Bond investors pessimistic as U.S. economic growth improves
EQUITIES JAN 20, 2015
Bond investors pessimistic as U.S. economic growth improves

Lack of wage growth stoking fears of disinflation while Fed prepares to lift interest rates

By Bloomberg
State of the Union spoiler alert: Obama plans to go after rich people
EQUITIES JAN 20, 2015
State of the Union spoiler alert: Obama plans to go after rich people

<i>Breakfast with Benjamin:</i> Tax hikes for the rich? Plus: European central bankers load up for their own quantitative easing, Russia is fading fast, and Switzerland has another trick up its sleeve.

By Jeff Benjamin
Gundlach says 'sinister side' of cheap oil will dampen economic growth, markets
EQUITIES JAN 20, 2015
Gundlach says 'sinister side' of cheap oil will dampen economic growth, markets

What the U.S. energy boom has given, the U.S. energy boom is about to take away if oil prices stay at or below current levels, according to DoubleLine Capital's Jeffrey Gundlach.

By Jeff Benjamin
EQUITIES JAN 20, 2015
U.S.: The global economic bright spot

As recovery reaches another phase, stocks remain poised to benefit from improving growth trends.

By Christopher Blake
ALTERNATIVES JAN 20, 2015
Fidelity's clearing arm restores processing some Schorsch-related nontraded REITs

Decision affects American Realty Capital brand, but not Cole

By Bruce Kelly
FIXED INCOME JAN 18, 2015
Don't count high yield out just yet

Reward in the offing for investors who stick to their guns, keep an eye on liquidity, remain vigilant on credit quality.

By Gershon Distenfeld
Investors still avoiding high-yield bonds despite new flood of cash from central banks
FIXED INCOME JAN 18, 2015
Investors still avoiding high-yield bonds despite new flood of cash from central banks

Hedge fund manager Dalio says deflationary circumstances is encouraging people to keep cash under their mattresses.

By Bloomberg
EQUITIES JAN 18, 2015
Monitoring investments doesn't end

Supreme Court is reviewing a decision on the responsibility of plans to continually watch costs

By Blaine F. Aikin
How currency hedging saved portfolios in 2014
EQUITIES JAN 18, 2015
How currency hedging saved portfolios in 2014

Financial advisers who found ways to mute the effect of the surging U.S. dollar on clients' foreign investments weathered the last year well. Those who didn't suffered.

By Trevor Hunnicutt
BlackRock fund removed from UBS 'select' list
WIREHOUSES JAN 18, 2015
BlackRock fund removed from UBS 'select' list

Large wirehouse voices concerns over fund performance, management.

By Trevor Hunnicutt
U.S. economy reclaims post as global growth engine
RIAS JAN 18, 2015
U.S. economy reclaims post as global growth engine

On Monday's <i>Breakfast with Benjamin</i>, the U.S. economy reclaims the post of global growth engine, though the Federal Reserve remains all quiet on the rate hike front. Plus: How to invest when a rosy jobs report hurts stocks, Goldman picks a list of losers, and millennials go home for financial advice.

By Jeff Benjamin
Bull's-eye: How gun trusts can hit the mark with clients' estate planning
RETIREMENT PLANNING JAN 16, 2015
Bull's-eye: How gun trusts can hit the mark with clients' estate planning

Individuals with firearms collections will likely need an additional layer of planning.

By Darla Mercado
Alibaba eligible for MSCI equity indexes as Russia snubbed
EQUITIES JAN 16, 2015
Alibaba eligible for MSCI equity indexes as Russia snubbed

MSCI will allow some companies with overseas stock-market listings in its equity indexes, opening the door to China's Alibaba Group Holding Ltd. while excluding Russian firms amid economic sanctions.

By Bloomberg
Europe and Asia may be a mess, but long-term investors can find opportunities there
EQUITIES JAN 16, 2015
Europe and Asia may be a mess, but long-term investors can find opportunities there

Valuations and fundamentals make the case for a contrarian international move

By Jeff Benjamin
U.S. retail foreign-exchange brokers cracking under Swiss shock
EMERGING MARKETS JAN 16, 2015
U.S. retail foreign-exchange brokers cracking under Swiss shock

Losses mount from the Swiss currency shock as the largest U.S. retail foreign-exchange brokerage said client debts threatened its compliance with capital rules.

By Bloomberg
Fed confidence in the U.S. economy starts to wane
EQUITIES JAN 16, 2015
Fed confidence in the U.S. economy starts to wane

In Thursday's <i>Breakfast with Benjamin</i>, oil prices and consumer spending add a hint of concern about the economy to the Federal Reserve's outlook. Plus: Fido app adds new twist to stock picking, retired Franklin Resources billionaire tangles history, and BlackRock added as many ETFs as it shut down last year.

By Jeff Benjamin