Investing

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MUTUAL FUNDS MAR 31, 2013
American bullish on bonds

By JKEPHART
American Funds to launch three bond funds in 2013
EQUITIES MAR 31, 2013
American Funds to launch three bond funds in 2013

American Funds will launch three bond funds in 2013, but the company insists the move is not a reaction to heavy stock outflows.

By JKEPHART
EQUITIES MAR 29, 2013
Happy days are here again, yet ...

Some experts see correction, followed by a leveling off of major indexes

By Jeff Benjamin
MUTUAL FUNDS MAR 28, 2013

By MFXFeeder
EQUITIES MAR 28, 2013
American Funds back in the black, boosted by shift to equities

Buoyed by the flood into equities, American Funds finally recorded net positive inflows last month. The question: Where to from here?

By JKEPHART
Morgan Keegan slapped with $1.38 million arbitration award
FIXED INCOME MAR 27, 2013
Morgan Keegan slapped with $1.38 million arbitration award

By Bruce Kelly
EQUITIES MAR 26, 2013
Don't look now, but the bull market is entering year No. 5

Shorting large caps now at lowest level since 2007; very very bulllish = bearish

By John Goff
EQUITIES MAR 25, 2013
The Takeaway: Going nuts for global REITs

Investors chasing yield find it in real estate investment trusts

By Joshua Brown
EQUITIES MAR 25, 2013
You are not a good investor

It's OK because stock picking is hard. Really, really hard

By Mebane Faber
ETFS MAR 25, 2013
Managed ETFs a threat for mutual fund firms, boon to advisers

Accounts have seen white-hot growth in past few years; cheaper asset allocation

By Steven Miyao
FIXED INCOME MAR 25, 2013
SEC says Illinois misled investors over pension funding

The SEC today slapped Illinois with fraud charges, claiming the state raised $2.2B in bond offerings without disclosing the massive hole in its pension funding.

By Darla Mercado
ALTERNATIVES MAR 24, 2013
Housing recovery? That's old news

But tardy investors could still find some upside; bottom finally pinpointed

By Jeff Benjamin
EQUITIES MAR 24, 2013
The only category where active management is winning

International small-cap? Yes, international small cap

By JKEPHART
EQUITIES MAR 24, 2013
Long-term bull Cote feeling defensive about the market

By Jeff Benjamin
EQUITIES MAR 24, 2013
Correction seen as welcome

Pullback would likely trigger next big run-up in stocks

By Jeff Benjamin
MUTUAL FUNDS MAR 24, 2013
Fidelity heats up ETF battle, but some advisers grouse

Fido late last week substantially expanded its roster of commission-free ETFs. But some advisers are already criticizing the move. Jason Kephart reports.

By JKEPHART
Finra fines LPL, four other firms for mutual fund lapses
MUTUAL FUNDS MAR 22, 2013
Finra fines LPL, four other firms for mutual fund lapses

Sanctions linked to failure to deliver prospectuses over 2-1/2 year period.

By DJAMIESON
ETFS MAR 21, 2013
Fidelity doubles down on free ETFs

Will offer twice as many commission-free program with iShares

By JKEPHART
RETIREMENT PLANNING MAR 21, 2013
Nontraded REIT Cole in deal with sponsor, manager

Merger is one of a recent spate of nontraded REITs that have announced mergers or listings in an industry that has been roundly criticized for not giving investors a return or way out of the investments

By Bruce Kelly
EQUITIES MAR 20, 2013
Fund manager waves the red, white and blue

William Smead calls the U.S. 'a paradise for investors'

By Jeff Benjamin