<i>Breakfast with Benjamin</i>: It's important to understand the scary downside of an extremely strong U.S. dollar.
The ETF universe seems to perpetually expand but the result of pushing the envelope isn't necessarily always positive
What you see might not be what you get and the real cost of running some strategies can be steep.
$44.6 billion DoubleLine Total Return Fund manager says central bank should hold off on raising rates; gives a nod toward gold, India equities and shorting the dollar.
Blame oil for the reversal of fortune that caught investors off guard.
The business is dominated by BlackRock, Vanguard and State Street as low fees and strong performance draw investors. Other firms like Charles Schwab and Guggenheim are breaking through, but investors need to do their due diligence.
Software is available that gives advisers a fighting chance of determining long-term care costs and the need for insurance.
Stress tests, rate outlook bode well but negative sentiment on the sector remains.
Regulatory changes to $2.7 trillion industry leading managers to create alternatives for clients.
Adopting a long/short approach before interest rates rise could be a good defense for investors
$6.1 billion yanked through the middle of March; withdrawals on pace to top the record $8.6 billion pulled in June '13 after taper tantrum
<i>Breakfast with Benjamin</i>: Foreign mutual funds might be a good hiding spot for investors as U.S. stocks peak in cost.
Nontraditional investment could benefit from long-term trends, values-based investing: CIO Bartels.
One-month flows now stand at over $30.7 billion, putting year-to-date inflows at $23.9 billion. Here's what flows say about investors.
Once reserved for institutions, strategies now available to advisers at just the right time.
The company expects the tax-exempt index fund to be available by the end of June.
<i>Breakfast with Benjamin:</i> Real estate prices climbing sharply and investors are taking the blame. Plus: Fed preps for the unfamiliar waters of a rate hike, biotech looks to be correcting, and which rock star investor are you?
<i>Breakfast with Benjamin</i>: Will higher interest rates crush the real estate market, or is it supposed to be different this time?
The estimated per share valuation of CNL Lifestyle Properties, a large nontraded REIT that owns ski and mountain resorts, continues to sink despite the recent broad rally in commercial real estate.
Six years into a bull run that has seen the S&P 500 more than triple, it's time to recognize the potential benefits of active management over indexing.
