Transparency a minor issue, says RevenueShares' Vince Lowry
Exposure to variable-rate preferred stocks offers dividend income stream that moves with rates.
<i>Breakfast with Benjamin:</i> Can Janet Yellen and her Federal Reserve colleagues avoid roiling the markets? Plus: Visa and MasterCard tighten screws on Russian banks, bond ladders get snubbed by a fan of bond barbells, checking the math on alternative-investment performance, and the momentum-stock nosedive is real.
<i>Friday's menu:</i> Investors waking up to Putin's Russia risks. Plus: Russia's debt downgraded as Kerry issues another warning; U.S. manufacturing comes back (but housing has not); how about this call: gold to hit $5,000 an ounce; the SEC starts to dissect liquid alt funds; and how sanctions are supposed to work.
<i>Breakfast with Benjamin:</i> Obama tees up more sanctions. Plus: Financial pros warn against ignoring Ukraine's significance, the housing market is being hurt by basement dwellers, epic Medicare fraud, safe investment bets surprise in 2014, and $1 million saved for retirement is now considered a good start.
Navigating an investment portfolio around Russia's increasingly aggressive move into Ukraine will not be easy, but there's no excuse for ignoring the potential risks &mdash; and maybe a opportunities &mdash; linked to the turmoil.
Advisers have found themselves helping clients figure out how to fund long-term retirement savings and short-term medical expenses, and it hasn't been easy.
Leader Total Return Fund manager goes off the beaten path to make nimble bets on market and rate patterns.
Take Five with BlackRock's James Keenan, who says risks to the asset class include central bank policy.
They're even interested in international stocks, survey finds.
Gross' firm and Western Asset pulled as subadvisers from Mercer fund with $1.1 billion.
“The best hedge of a stock portfolio is something that by design moves in the opposite direction of the stock market,” says Sungarden's Isbitts
<i>Breakfast with Benjamin:</i> Sugar-coating data to downplay retirement-income challenges. Plus: Simplified Fed-speak, ETFs continue to threaten active management, leveraged-loan fund investors hit the bricks, and there are still undervalued stocks worth considering.
Fed Chairman Yellen says not to put too much stock in heightened 'appropriate target' funds rate.
The surprising resilience of Treasuries has investors recalibrating forecasts for higher borrowing costs as lackluster job growth and emerging-market turmoil push yields toward 2014 lows.
Weitz Investments calls the stock market tough for active managers and with equities trading at 85% to 90% of fair value, the money manager has socked cash away to take advantage of volatility.
The University of Connecticut plans to sell $220 million of municipal bonds starting tomorrow as its teams are set to play this weekend in the Final Four of the men's and women's national college basketball tournaments.
Analysts may have to examine less than three years' performance.
Despite growing economic concern, there is no shortage of reasons for optimism. You just have to know where to look.
