Investing

Displaying 17154 results
Jobs report's bad news is bad news
EQUITIES APR 07, 2015
Jobs report's bad news is bad news

With any luck, by the time the market re-opens Monday, the stunningly weak report will be fully absorbed and diluted along with a weekend full of marshmallow bunnies, chocolate eggs and whatever other news develops. But don't bet on it.

By Jeff Benjamin
Money market reforms force advisers to rethink risk
MUTUAL FUNDS APR 07, 2015
Money market reforms force advisers to rethink risk

SEC Chairwoman Mary Jo White said reforms would “fundamentally change” funds. She was right.

By Trevor Hunnicutt
SEC puts emphasis on retirement savers in 2015 exam priorities
RETIREMENT PLANNING APR 07, 2015
SEC puts emphasis on retirement savers in 2015 exam priorities

This year, the regulator says it will explore risks associated with increasingly popular alternative investments designed to generate high yields amid low interest rates “as investors are more dependent than ever on their own investments for retirement.”

By Mark Schoeff Jr.
Would one share of Warren Buffett's Berkshire Hathaway be a smart retirement savings strategy?
EQUITIES APR 06, 2015
Would one share of Warren Buffett's Berkshire Hathaway be a smart retirement savings strategy?

<i>Breakfast with Benjamin</i>: Would buying one share of Warren Buffett's Berkshire Hathaway be a good savings strategy?

By Jeff Benjamin
Redemptions slow at Pimco Total Return as performance improves
MUTUAL FUNDS APR 06, 2015
Redemptions slow at Pimco Total Return as performance improves

Maintains status as world's biggest bond fund as new managers reverse course set by Gross.

By Bloomberg
How to perfectly time your clients' Medicare enrollment
RETIREMENT PLANNING APR 06, 2015
How to perfectly time your clients' Medicare enrollment

Decisions on Medicare enrollment carry a meaningful financial impact, are closely tied to Social Security choices

By Peter Stahl
More companies than ever avoid paying taxes
ALTERNATIVES APR 03, 2015
More companies than ever avoid paying taxes

A record 54 companies in the S&amp;P 500 are now at least partially exempt from the corporate income tax, more than twice the number four years ago.

By Bloomberg
Bill Gross' contrarian bet against the dollar helps him regain footing
FIXED INCOME APR 03, 2015
Bill Gross' contrarian bet against the dollar helps him regain footing

Bill Gross' bet that the dollar's rally won't continue helps his fund post 2.4% returns in the past month.

By Bloomberg
Job growth is the economy's only bright side, and it isn't very bright
EQUITIES APR 03, 2015
Job growth is the economy's only bright side, and it isn't very bright

<i>Breakfast with Benjamin</i>: The data show companies are hiring, but virtually everything else in the economy is falling.

By Jeff Benjamin
Millennials are shunning financial advice
EQUITIES APR 02, 2015
Millennials are shunning financial advice

<i>Breakfast with Benjamin</i>: Millennials don't really care about financial advice, which is a boon for robo-advisers, but a bad sign for the advice industry.

By Jeff Benjamin
ALTERNATIVES APR 02, 2015
Tony "The Truth" Thompson's TNP launches bid to stave off bankruptcy

Thompson National Properties wants investors to exchange dead-in-the-water high-yield notes for stock, but are they getting a good deal?

By Bruce Kelly
Oil prices could push lower after Iran nuke deal
EQUITIES APR 01, 2015
Oil prices could push lower after Iran nuke deal

<i>Breakfast with Benjamin</i>: The Iran nuke deal could mean even more oil coming into an already flooded market.

By Jeff Benjamin
ALTERNATIVES APR 01, 2015
SEC drops investigation of Inland American but giant REIT raises new questions over fees

The giant nontraded real estate investment trust, with $7.5 billion in total assets at the end of 2014, received a clean bill of health but joined a lawsuit against former business partners.

By Bruce Kelly
What advisers need to know about bond fund duration ahead of an interest rate increase
MUTUAL FUNDS APR 01, 2015
What advisers need to know about bond fund duration ahead of an interest rate increase

The risk-management tool is a Catch-22 for fixed income investors who need to think big picture.

By Jeff Benjamin
EQUITIES APR 01, 2015
The surging dollar could crush unhedged global mutual funds

Simple ways to remove the currency risk are available but advisers need to find &amp;mdash; and understand &amp;mdash; them.

By Jeff Benjamin
Pimco Total Return managers reverse course set by Bill Gross
FIXED INCOME APR 01, 2015
Pimco Total Return managers reverse course set by Bill Gross

Scott Mather and team buying government-backed bonds, boosting mortgage allocation to 30% from 20% before Bond King's exit.

By Bloomberg
ALTERNATIVES MAR 31, 2015
Sales woes at Cole Capital lead to further exodus of talent

Two dozen wholesalers and account executives have left, with the lion's share joining a rival nontraded REIT wholesaler.

By Bruce Kelly
EQUITIES MAR 31, 2015
Markets start to fret about higher rates

<i>Breakfast with Benjamin</i>: The first quarter ends with a thud, and now everybody can start worrying about a rate hike.

By Jeff Benjamin
Calamos Investments' new closed-end fund tries to limit discount to NAV issue
EQUITIES MAR 31, 2015
Calamos Investments' new closed-end fund tries to limit discount to NAV issue

Convertible income fund timed for a rising rate environment.

By Jeff Benjamin
RETIREMENT PLANNING MAR 31, 2015
Lifetime retiree health care cost projections up 6.5%

Average costs could exceed Social Security benefits in the future.

By Mary Beth Franklin