Investing

Displaying 16273 results
EQUITIES APR 14, 2014
Living with market volatility

<i>Breakfast with Benjamin:</i> The bull run is not over; neither is the spike in volatility. Plus: The upside of suddenly cheaper stocks, JPMorgan's big miss, mutual fund investors always get creamed, placing speed bumps in front of high-frequency traders and not having Kathleen Sebelius to kick around anymore.

By Jeff Benjamin
FIXED INCOME APR 14, 2014
Finra examining trading in new Puerto Rico Bonds

Earlier this month, Puerto Rico sold $3.5 billion in bonds but since the sale, some of the bonds have changed hands at less than the minimum amount for some investors. Finra is taking a look.

By Gregory Crawford
ALTERNATIVES APR 14, 2014
Hedge funds request Puerto Rico borrow to last two years

Hedge funds seeking to participate in Puerto Rico's planned bond offering are asking that the commonwealth raise enough money to meet its needs for two years, two people with knowledge of the preliminary talks said.

By Matt Ackermann
FIXED INCOME APR 14, 2014
Puerto Rico cuts push OppenheimerFunds' junk holdings above limit

Fund company says while there's &#8220;room for improvement,&#8221; commonwealth &quot;moving in the right direction.&quot;

By Gregory Crawford
ALTERNATIVES APR 13, 2014
Four top executives of private-placement syndicator DBSI head to jail for fraud

Four top executives of DBSI Inc., one of the leading syndicators of private-placement investments, were convicted by a federal jury on multiple counts of fraud.

By Mark Schoeff Jr.
EQUITIES APR 11, 2014
Investors turn focus to first-quarter earnings

<i>Breakfast with Benjamin:</i> All eyes are on earnings. Plus: The SEC discovers high-frequency trading, momentum takes out passive investors, AAA credit ratings becoming extinct, new love for emerging markets, six solid stocks to watch this week, overwhelmed at the IRS, and Switzerland votes for the world's highest minimum wage.

By Jeff Benjamin
MUTUAL FUNDS APR 11, 2014
S&P 500 caps worst two-day drop since June

Stocks dropped amid disappointing results at JPMorgan Chase &amp; Co. and signs hedge funds were dumping the bull market's best performers.

By Matt Ackermann
EQUITIES APR 11, 2014
Staying on the sidelines of the tech sell-off

Tech stocks are off sharply but one technical strategist is advising clients not to buy the dip. Here's why.

By Gregory Crawford
EQUITIES APR 11, 2014
Market stems sell-off but volatility is here to stay

Advisers agree investors need to stay calm and avoid knee-jerk selling.

By Jeff Benjamin
EQUITIES APR 11, 2014
Markets are bracing for a rough start to the week

<i>Breakfast with Benjamin:</i> Why investors are bracing for a rough start to the week. Plus: The SEC hones in on hedge funds, rethinking stock buyback programs, trading stocks on your phone, and using your phone to break bad habits

By Jeff Benjamin
EQUITIES APR 11, 2014
Fear of rising rates hits high dividend-paying stocks

Investors' fear of rising interest rates is driving down shares of companies like Lockheed Martin, which makes the F-16 Fighting Falcon fighter jet, that pay high dividends. Some strategists suggest keeping at least a little exposure to these stocks as a bond substitute.

By Gregory Crawford
RETIREMENT PLANNING APR 10, 2014
Finra complaint highlights epidemic of abused trust

All brokers and advisers still are subject to principles of human decency, in addition to compliance rules.

By Darla Mercado
ALTERNATIVES APR 10, 2014
Nontraded business development company plans to list on NYSE on April 16

FS Investments also will increase its monthly cash distribution rate.

By Bruce Kelly
ALTERNATIVES APR 10, 2014
Inland American offers limited liquidity event through tender offer

Inland American offers shareholders a way to cash out, but place limits on the buyback and values shares at no more than $6.50 a share.

By Bruce Kelly
RIA NEWS APR 10, 2014
Fidelity wants to get advisers into the 401(k) game

Fidelity Institutional Wealth Services wants to help them make a concerted push into plan advising

By Trevor Hunnicutt
RETIREMENT PLANNING APR 10, 2014
Small retirement plan fiduciaries drowning in new fee disclosures

Documents are way too long, information is split up among multiple documents, and the legalese is mystifying

By Darla Mercado
ALTERNATIVES APR 10, 2014
SAC fund manager Steinberg guilty in insider trading case

Verdict may increase pressure on colleague to cooperate in investigation of founder Steven A. Cohen.

By Gregory Crawford
Reallocation gives pop to Edward Jones' first fund launch
MUTUAL FUNDS APR 10, 2014
Reallocation gives pop to Edward Jones' first fund launch

New offering grabs $2.8 billion in first few days; a JPMorgan fund has similar outflow.

By Jason Kephart
EQUITIES APR 09, 2014
Coming off yesterday's big bounce, futures do not look bright for today

<i>Breakfast with Benjamin:</i> Backing off the big bounce. Plus: Bill Gross confesses, Bank of America pays for cheesy marketing tactics, investing in wind energy and an urgent reminder to change those passwords

By Jeff Benjamin
EQUITIES APR 09, 2014
The IPO market continues to sizzle and the latest is a doozy

<i>Breakfast with Benjamin:</i> The latest IPO candidate has filed, and its numbers are 'insane.' Plus: Currency traders on their way to extinction, hedge fund managers boost gold bets (mostly), small cap strategies rule, two powerful women on Wall St. could be out of work and an Olympic update.

By Jeff Benjamin