Investing

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RIA NEWS AUG 06, 2014
Dilbert creator cracks wise on financial advisers

<i>Breakfast with Benjamin:</i> Goldman Sachs expects stock and bonds to go their separate ways. Plus: Scott Adams takes on advisers; Putin tosses the sanctions into Obama's court; the Treasury builds a cash stockpile; home-equity loans facing wave of defaults; and can we blame IPOs for last week's market selloff?

By Jeff Benjamin
EQUITIES AUG 06, 2014
Cash holdings finally getting some respect

Funds, and investment gurus the likes of Warren Buffett, are augmenting their cash positions as volatility enters the market.

By Jeff Benjamin
EMERGING MARKETS AUG 06, 2014
Emerging-markets rebound hasn't convinced everyone

In May, investors sent $45B into emerging markets funds, the most in 20 months, despite the Fed's taper. But some strategists are not convinced.

By Trevor Hunnicutt
FIXED INCOME AUG 06, 2014
Bond rally sparks little joy as bears see 'painful' capitulation

Investors have been betting on bond prices to fall and rates to rise but the opposite is happening. Here's why.

By Gregory Crawford
ALTERNATIVES AUG 05, 2014
Worried about the end of easing? The effects of QE3 haven't even been felt yet

Real estate investors should be thinking about moving to actively managed assets.

By Jacob Frydman
ALTERNATIVES AUG 05, 2014
Who's Finra protecting, anyway?

By MFXFeeder
LIFE INSURANCE AND ANNUITIES AUG 05, 2014
Structured product annuities pose challenges for regulators

As Voya plans to be the fifth company offering these newfangled products, regulators still struggle to classify them

By Darla Mercado
LIFE INSURANCE AND ANNUITIES AUG 05, 2014
Annuity industry pushes SEC for summary prospectus rule

Not on regulator's agenda until March 2015, industry believes sooner action would aid investor understanding.

By Mark Schoeff Jr.
LIFE INSURANCE AND ANNUITIES AUG 05, 2014
Variable annuity sales raising concern: Finra official

Product remains at top of investor complaint list and the self-regulator wants to ensure investors understand what they're getting into.

By Mark Schoeff Jr.
ALTERNATIVES AUG 05, 2014
Popular liquid alts funds face regulatory scrutiny

It could be a long summer for the fastest-growing segment of the mutual fund business as regulators zero in on both the marketing of the funds and the investment strategies they employ.

By Trevor Hunnicutt
EQUITIES AUG 04, 2014
Timing charitable gifts to avoid an inversion's tax bite

Shareholders of companies who expatriate must carefully time stock donations.

By Darla Mercado
ALTERNATIVES AUG 04, 2014
MLP investors face prospect of new taxes after Kinder Morgan deal

New entity likely to benefit, though the firm's acquisition could leave MLP investors with an unexpected tax consequence.

By Trevor Hunnicutt
EQUITIES AUG 04, 2014
Barack Obama's attempt to both embrace and shun the financial markets

On today's <i>Breakfast with Benjamin</i> menu: Obama's attempt to embrace and shun markets. Plus: Volatility awakens nervous investors; crowdfunding and crowd funding; building your own hedge fund made easy; and bacon prices soar because we Americans just love that greasy stuff.

By Jeff Benjamin
EQUITIES AUG 04, 2014
Where the returns were (and weren't) in July

Investors in both bonds and stocks had to look far and wide to post gains last month.

By Trevor Hunnicutt
MUTUAL FUNDS AUG 04, 2014
Gross left behind in Pimco return to top as deputies rise

Nine of Pimco's 15 largest mutual funds are beating at least 75% of peers so far this year, according to data compiled by Chicago-based research company Morningstar Inc. None of those top performers are managed by Chief Investment Officer Gross. Of the four funds trailing more than half their rivals, three including the Pimco Total Return Fund are run by the 70-year-old investor known as the bond king.

By Bloomberg
EQUITIES AUG 04, 2014
As volatility returns to market, some advisers prepare for a 10% correction

Thursday's stock market sell-off eases, but some advisers see the potential for rising volatility and a correction.

By Trevor Hunnicutt
RETIREMENT PLANNING AUG 03, 2014
Open Medicare enrollment season gives clients a chance to save

Mary Beth Franklin on how Medicare's annual open enrollment season is an ideal time for clients to shop around for new Medicare coverage &#8212; even if they are happy with their current plan &#8212; to see if it is still appropriate for their needs.

By Mary Beth Franklin
RETIREMENT PLANNING AUG 03, 2014
Beware of the blind side

If your clients think Medicare will cover most, if not all, of their health care costs in retirement, they are sorely mistaken.

By InvestmentNews
EQUITIES AUG 01, 2014
Buckling in for market volatility

<i>Breakfast with Benjamin:</i> Market volatility headed your way. Plus: Hidden ETF risks, Buffett hoards cash, SEC whistleblowers come out of the woodwork, the upside of passive real estate investing, and how Millennials blow through their money.

By Jeff Benjamin
EQUITIES AUG 01, 2014
Market slide gains momentum

Today's <i>Breakfast with Benjamin</i> looks at what the jobs report could mean for stocks, Argentina's strategy of denial and Federal Reserve data cherry-picking.

By Jeff Benjamin