Investing

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MUTUAL FUNDS JUL 06, 2012
Total Return ETF even better than the real thing

By JKEPHART
Finra issues warning on risks of exchange-traded notes
ETFS JUL 05, 2012
Finra issues warning on risks of exchange-traded notes

By JKEPHART
Decision not to liquidate LTC insurer could leave policyholders up the creek
RETIREMENT PLANNING JUL 05, 2012
Decision not to liquidate LTC insurer could leave policyholders up the creek

Judge's ruling keeps Penn Treaty in business, but large rate increases could follow

By Darla Mercado
Proposed regs could kill off money fund industry: Professor
MUTUAL FUNDS JUL 03, 2012
Proposed regs could kill off money fund industry: Professor

Changes to money-market funds would hike costs dramatically, decimate business, says professor

By Liz Skinner
EMERGING MARKETS JUL 03, 2012
India downgrade no big thing for bond funds: DoubleLine

Lack of dollar-denominated debt means substandard credit rating for subcontinent won't roil emerging-markets funds

By JKEPHART
EMERGING MARKETS JUL 03, 2012
Growth-happy plans eye emerging-markets P-E

By Thao Hua
EMERGING MARKETS JUL 03, 2012
Rising BRICs could challenge Western banks

By John Browne
For faint of heart, AQR launches funds with beta blockers
MUTUAL FUNDS JUL 02, 2012
For faint of heart, AQR launches funds with beta blockers

Low volatility offerings designed to minimize volatility; 'lot of risk aversion from advisers right now'

By JKEPHART
Even after accord, Gross says Europe a 'debt trap'
FIXED INCOME JUL 02, 2012
Even after accord, Gross says Europe a 'debt trap'

Pimco guru steering clear of soverign bonds from the Continent; can this family get along?

By John Goff
Investors good at picking funds, lousy at timing: Morningstar
MUTUAL FUNDS JUL 02, 2012
Investors good at picking funds, lousy at timing: Morningstar

Bad allocation zaps payback; alternatives a logical alternative to bonds

By JKEPHART
The greatest investor you've never heard of
MUTUAL FUNDS JUL 02, 2012
The greatest investor you've never heard of

None of the legendary names of the investment world -- not Bill Gross, not Warren Buffett, not Kenneth Heebner -- come close to matching the performance of James Wang, a little-known portfolio manager who oversees the OceanStone Fund. How hot is he? $10,000 invested with Wang in 2007 would be worth $65,000 today.

By Jason Kephart
American Funds taking its talent to YouTube amid 'difficult time'
MUTUAL FUNDS JUL 02, 2012
American Funds taking its talent to YouTube amid 'difficult time'

The normally low-profile fund family plans to bring its portfolio managers to the small screen

By Jason Kephart
34 months and counting: American Funds' outflow woes roll on
MUTUAL FUNDS JUL 02, 2012
34 months and counting: American Funds' outflow woes roll on

It's now almost three years since the fund giant has recorded net inflows

By Jason Kephart
FIXED INCOME JUL 01, 2012
'Incoming' investment ideas

By Jack Tierney, executive director, Invesco
EQUITIES JUN 29, 2012
U.S., emerging markets are the best places to invest: Pimco's El-Erian

The U.S. and certain emerging markets are the best places to invest right now, according to Pimco's Mohamed El-Erian, but not without some risk

By Doug Cubberley
RETIREMENT PLANNING JUN 29, 2012
Axa offers deals to let clients drop VA death benefits

By Darla Mercado
MSSB: How Greece can roil Europe and the U.S.
EMERGING MARKETS JUN 29, 2012
MSSB: How Greece can roil Europe and the U.S.

There are at least three channels through which Greece's troubles could spread throughout the Euro Zone; and the difficulties in Europe would likely have a substantial impact on the U.S. and global economies.

By Paul Menchaca
Chart of the day: 10-Year Treasuries vs. S&P stocks
FIXED INCOME JUN 29, 2012
Chart of the day: 10-Year Treasuries vs. S&P stocks

The Bespoke Investment Group's "Think Big" blog posted this chart last night - one of the most interesting we've seen in a while.

By Mark Bruno
ALTERNATIVES JUN 29, 2012
The retirement vehicle advisers love to hate

Financial advisers should love reverse mortgages. After all, older clients who may be strapped for cash — and many are — can use a reverse mortgage to tap the equity in their homes rather than raid their investment portfolios. For fee-based advisers, a reverse mortgage could preserve their bread and butter.

By Andrew Osterland
Advisers must act after Obamacare gets clean bill of health from Supreme Court
RETIREMENT PLANNING JUN 28, 2012
Advisers must act after Obamacare gets clean bill of health from Supreme Court

In the climax to an epic legal battle, the Supreme Court ruled that President Obama's massive health-care overhaul does not violate the Constitution. So what does this mean for advisers? Plenty.

By Mark Schoeff Jr.