In trying to capitalize on the news of mergers and acquisitions, hedge funds are being outdone by an exchange-traded fund clone.
As many as 800,000 taxpayers received tax documents with erroneous information.
Options and products using options, such as structured notes, can provide a defined level of control in equity investments.
<i>Breakfast with Benjamin</i>: Supply and demand math could mean $10 oil. Plus: Eric Holder takes a parting shot at Wall Street, SEC filings show how hedge funds did and didn't navigate the markets, and it's hard to bet against sin stocks.
Money manager Seth Klarman identified opportunities last year in energy after oil prices plunged. But with bargains drying up, the $28.5 billion Baupost Group's cash balances grew and the bargain hunter challenged the Fed's easy money policy.
Real estate investment trusts fell the most since September after a strong employment report renewed speculation that the Federal Reserve will boost interest rates in the first half of this year.
<i>Breakfast with Benjamin</i> features the Federal Reserve being caught between a rock and a hard place on rate hikes. Plus: Greeks vote to kick the can down the road, Obama's tax grab looks like a blueprint for the future, and a billionaire tells Americans to spend less money
A typically conservative group, some advisers are holding back even as demand picks up.
Though high yielding, companies undervalued and have upside to dividends and share prices.
New York City Retirement Systems, TIAA-CREF join group of investors alleging ARCP misrepresented the company's business, "engaged in a scheme to deceive the market and a course of conduct that artificially inflated prices of American Realty securities.”
If clients fit the requirements, now is the time for them to take action and reduce unnecessary medical spending and hassles
Thanks to attractive levels of income and distinctive market exposure, publicly traded business development companies are gaining a foothold among mainstream investors. But are they right for you and your clients?
<i>Breakfast with Benjamin</i>: The energy sector has the highest level of short interest since 2008. Plus: Apple's market value tops $700 billion and already talk turns to the $1 trillion mark, Carl Icahn says Apple is already there, and is it time to rethink filing taxes online?
The vast majority of these funds are new, and they require scrutiny in context of other assets.
Find out which separately managed accounts fared the best in the fourth quarter of 2014, across each major sector.
<i>Breakfast with Benjamin</i>: A stronger dollar and record valuations for global stocks have kicked the precious metal to the curb.
Guaranteed lifetime withdrawal benefits are back
<i>Breakfast with Benjamin:</i> Real estate might not deliver as expected. Plus: This week, we'll really know how the drop in oil affected companies and consumers; in currencies, it's not all about the Swiss franc; it's budget day in Washington; and all the Super Bowl ads, in case you missed them.
Today's <i>Breakfast with Benjamin</i> includes gold hitting its highest level since September. Plus: Obama wants to tak 529 plans to fund free community college, emerging-market-debt managers emerge from the wreckage of 2014, and it's time to change some passwords.
Adviser-sold fund giant starts to see some flows after pressing view that active management, especially for retirement goals, works.
