Investing

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RETIREMENT PLANNING FEB 25, 2014
Indexed annuities gain popularity while rates remain low

By Darla Mercado
EQUITIES FEB 25, 2014
Investing opportunities abound in Europe

After six straight quarters of contraction, eurozone may perform as well as the S&P 500 this year.

By CODONNELL
ALTERNATIVES FEB 25, 2014
Institutional investors moving more cash to diversified strategies

Friday's Breakfast with Benjamin featuring what big investors are doing with their cash. Plus: Bracing for an SEC exam, robo-adviser asset-gathering update, stocks to watch next week, and more ways to spend bitcoin.

By Jeff Benjamin
ALTERNATIVES FEB 25, 2014
It's here! A fund that invests in Bitcoin

This just in: SecondMarket, where shares of private companies such as Facebook Inc. traded before they went public, has launched the first U.S. fund investing solely in the Bitcoin virtual currency.

By Gregory Crawford
Variable annuities
RETIREMENT PLANNING FEB 24, 2014
Variable annuities

By dcheruvil
MUTUAL FUNDS FEB 24, 2014
Einhorn: Don't be fooled by companies beating estimates

Hedge-fund manager David Einhorn cautioned against betting on the extension of a U.S. stock- market rally that he said was fueled by conditions that are difficult to sustain.

By Matt Ackermann
EQUITIES FEB 24, 2014
Bull market lifts average 401(k) balance above $89K

<i>Breakfast with Benjamin: </i>The average 401(k) balance tops $89K. Plus: Comcast buying Time Warner, Fink likes emerging markets while Buffet shuns Graham Holdings, California drought hits agriculture stocks, and the ultimate smart car.

By Jeff Benjamin
EQUITIES FEB 24, 2014
Capital gain distributions making a comeback

Actively managed equity mutual funds are expected to distribute capital gains taxes at a far greater rate at the end of this year than any time since the market meltdown.

By Jason Kephart
LIFE INSURANCE AND ANNUITIES FEB 23, 2014
Indexed annuities sales increased by over $5 billion in 2013

By Matt Sirinides
FIXED INCOME FEB 23, 2014
In a tale of two muni markets, it's far, far better for advisers to find the middle ground

Neither the best- nor worst-case scenario is accurate and that means credit analysis is more important than ever.

By Robert F. Collins
FIXED INCOME FEB 23, 2014
Detroit bankruptcy has surprising long-term implications

Through last week, muni bond mutual funds have experienced 27 consecutive weeks of net outflows and while the investor exodus has not helped fund performance, it has contributed to the reality of basic bond math, which means higher yields.

By Jeff Benjamin
EQUITIES FEB 22, 2014
Buffett's market-beating skills revealed

New study finds Oracle of Omaha has outperformed every long-lived U.S. stock and mutual fund.

By Gregory Crawford
ALTERNATIVES FEB 21, 2014
Wealthy investors dumping cash and equities, buying alternatives

Alternative investments are 'increasingly becoming core,' strategist says

By CODONNELL
EQUITIES FEB 21, 2014
It's back! Market volatility sets advisers' defensive plans in motion

The recent spike in stock market volatility has put the financial advice community into scramble mode, with many advisers fielding calls from nervous clients while embracing defensive investment strategies.

By Jeff Benjamin
RETIREMENT PLANNING FEB 21, 2014
What new scrutiny of life insurance captives means for advisers

Regulatory attention means advisers may want to rethink which companies they work with.

By Darla Mercado
RETIREMENT PLANNING FEB 21, 2014
New year could bring a boon for annuities

Higher taxes may drive interest in variable and indexed annuities; potential of rising rates could inspire new products.

By Darla Mercado
EQUITIES FEB 21, 2014
In taper move, Fed inspires confidence in stock and bond investors

Modest $10 billion cut plus reaffirmation of zero-interest rate policy puts nervous investors at ease.

By Jeff Benjamin
ALTERNATIVES FEB 21, 2014
Could alternatives fit in retirement portfolios?

By Darla Mercado
ALTERNATIVES FEB 21, 2014
Is gold still an attractive investment?

Last week's string of positive U.S. economic data is once again drawing attention to the direction of gold prices. What will trigger the precious metal's next valuation move?

By Jeff Benjamin
EQUITIES FEB 20, 2014
What's Apple got up its sleeve?

<i>Breakfast with Benjamin:</i> Apple's latest acquisition and what else it has up its sleeve. Plus: Microsoft's latest move; Netflix subscribers using Comcast can breathe easier; small investors get back into the trading game and training advisers to work with women.

By Gregory Crawford