Investing

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ETFs on HGH? Fixed-income fund assets to grow six-fold
ETFS JUL 17, 2012
ETFs on HGH? Fixed-income fund assets to grow six-fold

BlackRock sees market for exchange-traded bond funds topping $2T in next decade

By John Goff
MUTUAL FUNDS JUL 17, 2012
Justin Leverenz: Oppenheimer Developing Markets Fund

Justin Leverenz never followed the crowd. While other students at the University of California, San Diego in the 1980s were studying Japanese, Mr. Leverenz, now portfolio manager of the $25 billion Oppenheimer Developing Markets Fund, began to learn Mandarin.

By Jason Kephart
First Apple REIT case goes against Lerner
ALTERNATIVES JUL 17, 2012
First Apple REIT case goes against Lerner

Finra arbitrator sides with claimants; more suits, cases pending

By AOSTERLAND
MUTUAL FUNDS JUL 17, 2012
Cost stance at Vanguard lures cash

By JKEPHART
ALTERNATIVES JUL 17, 2012
What to watch for when investing in master limited partnerships

In an environment where yields are low and the stock market is lackluster, MLPs offer much desired returns and some legitimate diversification.

By Jeff Benjamin
Buffett says muni bankruptcies set to climb as stigma lifts
FIXED INCOME JUL 16, 2012
Buffett says muni bankruptcies set to climb as stigma lifts

Warren Buffett, the billionaire chairman of Berkshire Hathaway Inc., said municipal bankruptcies are set to rise as there's less stigma attached after three California cities opted to seek protection just weeks apart.

By Doug Cubberley
FIXED INCOME JUL 16, 2012
How to prepare for rising Treasury rates, as if

Experts say keep maturities short, and go long on stocks; resolution in Europe could lead to quick uptick in rates

By John Goff
FIXED INCOME JUL 16, 2012
Stockton's default linked to pensions — and a big stock market gamble

Some stunning stats shed some light on the troubles in California town

By Jeff Benjamin
RETIREMENT PLANNING JUL 16, 2012
SEC official warns insurers about VA benefit exchanges

Variable annuities aren't the great deal they used to be, what with insurers pulling back on generous benefits and offering to exchange onerous payouts for a bump up in account values. But now, an SEC official has fired off a warning shot about such practices

By Darla Mercado
Finra: brokers must update client info even if they keep their VA
RETIREMENT PLANNING JUL 16, 2012
Finra: brokers must update client info even if they keep their VA

Will require that brokers perform reasonable due diligence to understand the nature of the recommended strategy or securities product and whether it's suitable

By Darla Mercado
Biggs sees U.S. market extending slump, Europe economy worsening
EQUITIES JUL 16, 2012
Biggs sees U.S. market extending slump, Europe economy worsening

Pain across the pond will drag down U.S. market for weeks to come, says investor Barton Biggs

By Doug Cubberley
Biggs boosts bullish bets on stocks to 90% net long
EQUITIES JUL 16, 2012
Biggs boosts bullish bets on stocks to 90% net long

Barton Biggs, the hedge-fund manager who increased bets on equities before the Standard & Poor's 500 Index rallied this year, is getting more bullish.

By Doug Cubberley
RIA NEWS JUL 15, 2012
Go global, young man

By AOSTERLAND
MUTUAL FUNDS JUL 15, 2012
Junk bin looking mighty attractive right now

By Jeff Benjamin
FIXED INCOME JUL 15, 2012
Weighing if San Bernardino portends a filings flood

By Jeff Benjamin
Want to soak the rich? Hose the muni tax break
FIXED INCOME JUL 13, 2012
Want to soak the rich? Hose the muni tax break

Bond exemption allows affluent to skirt high tax rate; data shows they take advantage of it, too

By John Goff
FIXED INCOME JUL 13, 2012
Get used to it: Largest city in largest county in lower 48 to declare bankruptcy

More trouble in California, as the largest city in the largest county in the state will file for bankruptcy protection. That's the third municipality in Cali to go bust this year. Muni bondholders, beware.

By John Goff
Most annuity holders will duck Obamacare's tax goose
LIFE INSURANCE AND ANNUITIES JUL 13, 2012
Most annuity holders will duck Obamacare's tax goose

Few make enough money to be hit by 3.8% surcharge; did insurers cry wolf?

By Darla Mercado
College savings plans finally back in favor with savers
MUTUAL FUNDS JUL 13, 2012
College savings plans finally back in favor with savers

Net flows for 529s turn positive in the fourth quarter; 'good sign for the industry'

By Liz Skinner
Muni pall: Another sizeable city declares bankruptcy
FIXED INCOME JUL 12, 2012
Muni pall: Another sizeable city declares bankruptcy

Stockton files for Chapter 9 protection; retired city workers will likely take it in the teeth

By John Goff