Investing

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EQUITIES OCT 13, 2013
Small-caps: Fueled up but pricey

With a gain of more than 28% from the start of the year, small-caps have outperformed large-caps by 8 percentage points.

By Jeff Benjamin
Stocks surge in relief rally
EQUITIES OCT 11, 2013
Stocks surge in relief rally

Stock prices surged the most since January as signs emerged that lawmakers were inching toward a deal to increase the debt ceiling and avert a default. But it could all turn on a dime.

By Jason Kephart
RETIREMENT PLANNING OCT 11, 2013
A doctor deconstructs the Affordable Care Act

Five questions for Dr. Carolyn McClanahan, a physician and director of financial planning at Life Planning Partners.

By Darla Mercado
FIXED INCOME OCT 11, 2013
UBS Puerto Rico funds plummet

Brokerage unit accused of loading clients up with municipal bond debt.

By Bruce Kelly
FIXED INCOME OCT 11, 2013
Puerto Rico muni bonds: A contrarian view

By Dan Loughran
LIFE INSURANCE AND ANNUITIES OCT 11, 2013
New details on Allianz's latest annuity product

The life insurer unveiled more on its plans for the structured-product annuity in a regulatory filing this week.

By Darla Mercado
LIFE INSURANCE AND ANNUITIES OCT 11, 2013
Some Allianz variable annuities hit with fee hikes as firm dials back

Though many clients will see fees rise for protection riders, some will experience a decrease.

By Darla Mercado
EQUITIES OCT 10, 2013
Debt talks push stocks higher for second day in a row

S&P 500 Index reaches highest level since September.

By Gregory Crawford
FIXED INCOME OCT 10, 2013
With Yellen expected to hold rates, Gross favors short Treasuries

Pimco's bond guru cuts duration in Total Return Fund to 4.42 years.

By Gregory Crawford
MUTUAL FUNDS OCT 10, 2013
AlphaSimplex's tactical fund has timely launch with shutdown

Non-alt offering hedges exposure to stock portfolio using futures contracts

By Jeff Benjamin
MUTUAL FUNDS OCT 10, 2013
Bank loans may be a cautionary tale

The popularity of bank loan mutual funds is raising eyebrows as fears climb that advisers could be caught off guard if sentiment for the loans turns around and outflows lead to weak performance.

By Jason Kephart
FIXED INCOME OCT 10, 2013
With Gross buying, Treasuries calm as debt cap approaches

The world's biggest investors are finding U.S. government bonds becoming safer, not more risky, as the deadline to avoid the first American default approaches.

By Matt Ackermann
RETIREMENT PLANNING OCT 10, 2013
VA changes puzzle advisers

By Darla Mercado
FIXED INCOME OCT 10, 2013
Whitney still sticks in muni bonds' craw

By Jeff Benjamin
FIXED INCOME OCT 10, 2013
Whitney warns about 'negative feedback loop from hell' in muni market

Analyst Meredith Whitney is sounding yet another alarm about tax-exempt bonds (see above). Jeff Benjamin offers details.

By Jeff Benjamin
FIXED INCOME OCT 10, 2013
SEC's Gallagher: No apologies for muni 'Armageddon' comment

SEC member Daniel Gallagher raised hackles last week by warning about a possible muni bond 'Armageddon.' He's not backing down.

By Jeff Benjamin
RETIREMENT PLANNING OCT 09, 2013
The 800-lb. health care gorilla in the room

Plan for potential costs in separate pool of money — and stay healthy.

By Liz Skinner
EQUITIES OCT 09, 2013
Investors looking to protect capital as debt ceiling looms

No panic as many see last-minute deal getting done.

By Gregory Crawford
RETIREMENT PLANNING OCT 09, 2013
Watchdog Belth's Insurance Forum to cease publication

Industry gadfly to continue writing on his blog.

By Darla Mercado
EQUITIES OCT 09, 2013
Fidelity targets stocks

By JKEPHART