Investing

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EQUITIES JUL 30, 2014
Stock market still confounding naysayers

The market's resiliency underscores its solid foundation, emphasizes critical underpinnings of monetary policy, corporate earnings.

By Gene Peroni
EQUITIES JUL 30, 2014
How investors should factor global unrest into their portfolios

How should you factor in global turmoil into your client's portfolios? Well, for starters, Russian stocks look cheap but should be underweighted while Israeli stocks offer potential upside.

By Todd Rosenbluth and John Krey
EQUITIES JUL 29, 2014
Advisers and investors take new military action in stride

Day after Obama authorizes new round of air strikes in the Middle East, oil drops. What gives?

By Trevor Hunnicutt
EQUITIES JUL 29, 2014
An investment strategy that works

<i>Breakfast with Benjamin:</i> How to get into stocks. Plus: One veteran trader's big worries; why you need to have a business continuity plan; high quality bonds are scarce; no summer doldrums this wee; and a lesson from the king. Burger King.

By Jeff Benjamin
ALTERNATIVES JUL 29, 2014
Nontraded REIT liquidity events bring profits, transparency

A clearer picture of value can improve the space for investors.

By Bloomberg
EQUITIES JUL 29, 2014
Why U.S. investors are buying foreign stocks

Many Americans are making smart moves with their investment portfolios by favoring foreign stocks over domestic ones. But it's not because they've suddenly become savvy.

By Bloomberg
MUTUAL FUNDS JUL 29, 2014
Successful alt strategies could give Pimco a needed boost

Ailing fund company boasts many of the most successful alts products in the mutual fund business, but is it enough as its core bond business suffers?

By Trevor Hunnicutt
ALTERNATIVES JUL 29, 2014
Oopsy daisy: private REIT loses 87.5% of value

American Spectrum Advisors, the adviser to the American Spectrum REIT I Inc., this month offered to buy 1.6 million shares of the moribund REIT for $1.25 per share. The shares were originally sold for $10 per share.

By Bruce Kelly
FIXED INCOME JUL 29, 2014
Bond manager Kathleen Gaffney has her 'new' fund atop bond world with $1 billion

Protege of star manager Dan Fuss outperforms her former boss but her track record is short.

By Gregory Crawford
ALTERNATIVES JUL 29, 2014
Schorsch to leave CEO position at American Realty Capital

Change was planned; analyst says new CEO Kay will improve company's transparency.

By Gregory Crawford
ALTERNATIVES JUL 29, 2014
Are nontraded REIT commissions headed for a fall?

New rules proposed by Finra will make fees more transparent, but could result in lower upfront commissions for brokers, Bruce Kelly reports.

By Bruce Kelly
Health care costs can sink a retirement plan
RETIREMENT PLANNING JUL 29, 2014
Health care costs can sink a retirement plan

Advisers need to get ahead of the 'other' retirement crisis and plan for likely expenses.

By Mary Beth Franklin
EQUITIES JUL 28, 2014
Treasury yields are poised for a run

Today's <i>Breakfast with Benjamin</i> also features notes on geopolitical unrest hitting the markets, an IPO-heavy week, and Morgan Stanley junior bankers getting a 'living wage.'

By Jeff Benjamin
ALTERNATIVES JUL 28, 2014
Nontraded REIT signals liquidity on the way

Phillips Edison-ARC Shopping Center REIT Inc. has hired advisers to evaluate alternatives.

By Bruce Kelly
ALTERNATIVES JUL 28, 2014
HighTower gets $100 million loan

BMO Harris and PNC are lending additional funds as the firm looks to expand new platforms.

By Mason Braswell
ETFS JUL 28, 2014
Fidelity's sector ETFs pass the $1 billion mark

The mutual fund giant pulls a Vanguard by undercutting the market with a suite of deep ETFs at the lowest cost.

By Gregory Crawford
FIXED INCOME JUL 27, 2014
Look at pay in assessing jobs report

By Jeffrey Rosenberg
MUTUAL FUNDS JUL 27, 2014
Target date funds: Adviser's checklist

By Blaine F. Aikin
EQUITIES JUL 25, 2014
Fed watchers see more tapering and little else from today's minutes

On today's <i>Breakfast with Benjamin</i> menu: Gearing up for Fed news. Plus: Putin's next move could be painful; Argentina teeters on the brink of default; another naysayer calls for a correction; the long view on a higher minimum wage; and a portfolio rebalance refresher.

By Jeff Benjamin
MUTUAL FUNDS JUL 25, 2014
DFA, American Funds retain top spot – and most money – from advisers

Despite putting more money in mutual funds, advisers are working with fewer fund managers. This has meant declines for Pimco and BlackRock, while DFA and American Funds remain favorites.

By Trevor Hunnicutt