Results for "index funds"

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DoubleLine's Shiller CAPE fund beating rivals while adding smart alpha to smart beta

April 9, 2015

For someone who really doesn't like the concept of smart beta, DoubleLine Capital LP portfolio manager Jeffrey Sherman sure has nailed the strategy. The 17-month-old DoubleLine Shiller Enhanced CAPE Fund (DSENX), which Mr. Sherman co-manages...

Would one share of Warren Buffett's Berkshire Hathaway be a smart retirement savings strategy?

April 6, 2015

Would one share of Warren Buffett's Berkshire Hathaway be a smart retirement savings strategy? There are practicality issues to consider Schwab's new robo-advice platform might be conflicted when it comes to cash allocations. 'They have to make...

Three sectors that should report above-average earnings

April 6, 2015

In the wake of Friday's disappointing jobs report, it is time for financial advisers to start bracing for what could be the worst earnings season in six years. The consensus estimate is for S&P 500 Index earnings to decline 3% from a year ago,...

Markets start to fret about higher rates

April 1, 2015

The first quarter ends with a thud in the markets, and now everybody can start worrying about a possible interest-rate hike this quarter. 'The market is realizing the general economic conditions are challenging.' Good news for real estate investors....

4 ways cash drags down investors' portfolios

March 31, 2015

It's pretty plain and simple: Cash is not a good investment for anything other than the very short term. After taxes, inflation and its current expected return (zero), you are actually losing money when you hold cash in your investment portfolio...

Stock buybacks, now propping up the market, could become a victim of rising interest rates

March 31, 2015

Of all the possible ripple effects from rising interest rates, the derailing of the corporate stock buyback bonanza could end up being the most significant in terms of stock market stability. “Don't be misled by the fundamental earnings picture,...

Exclusive: Morgan Stanley plans to sell adviser data to fund companies

March 30, 2015

Morgan Stanley is developing a first-of-its-kind plan to sell data about which financial advisers are selling exchange-traded funds — and which ones they are selling — to ETF sponsors, according to several people briefed on the plans. The...

The looming threat of an increasingly powerful dollar

March 23, 2015

The scary downside of a really strong U.S. dollar. This is the biggest threat since the 2008 financial crisis. Cheap oil and the strong dollar will be expose sector weakness in the S&P. Companies with more than half their sales in the U.S. will...

Small cap stocks go large on dividend payouts

March 19, 2015

Dividend income is increasing from an unlikely source: small companies. It's a trend that has the potential to throw a wrench into traditional asset allocation models, and even add a performance boost to dividend-focused mutual funds as smaller...

DOL head says fiduciary standard will happen

March 13, 2015

Department of Labor Secretary Thomas Perez expressed confidence Friday that his agency will be able to complete work on a rule to strengthen investment-advice standards for retirement accounts before the end of the Obama administration. “This...

At 85, Vanguard's John Bogle still fighting hard for index investing

March 12, 2015

Freezing rain is falling on the sidewalks at Vanguard Group's sprawling suburban campus outside Philadelphia, but it doesn't slow down company founder John C. “Jack” Bogle as he hustles from his office to the cafeteria for lunch. “This...

Schwab must face adviser's lawsuit after all: appellate court

March 9, 2015

Charles Schwab & Co. Inc. must face a lawsuit brought by a financial advisory firm accusing the firm of investing a bond-index fund's assets in risky mortgage debt before the financial crisis, a panel of U.S. judges said Monday. Northstar Financial...

Nasdaq Index: Then & Now

March 6, 2015

For starters, there were far fewer people using the Internet Source: Internet World Stats Also, Mark Zuckerberg was still in high school! Source: Forbes Cell phones have changed a lot too The best-selling cell phone Source: ZDNet The people...

Apple joining Dow could leave clients overexposed to tech giant

March 6, 2015

Investors and advisers who own shares of Apple Inc. (AAPL) cheered the news that it will soon be in the granddaddy of all stock indexes. But in all the hoopla, they may miss the fact that their portfolios could become overexposed to the tech...

Smart money moving to the sidelines as earnings signal flashes red

March 3, 2015

The leading indicator of corporate earnings says stocks are getting scary expensive, and it might be time to follow the so-called smart money to the sidelines. A similar story across the blue chip universe Bill Gross, 70, says he's in no big...

Vanguard tiptoes into the liquid alternatives market

March 3, 2015

The liquid alternative investments market has received an unlikely endorsement from low-cost indexing stalwart The Vanguard Group Inc. Some money managers and financial advisers say the fund giant's registration on Friday for the Vanguard Alternative...

BlackRock's iShares avoids trip to the Supreme Court

March 3, 2015

The U.S. Supreme Court has declined to intervene in a lawsuit against BlackRock Inc. by investors who said the company keeps too much of what it makes from lending securities held by its iShares ETFs. The court's decision Monday, which came...

Merrill Lynch tells its advisers to get some water

March 3, 2015

A top strategist at Bank of America Corp.'s Merrill Lynch unit is asking the firm's more than 14,000 financial advisers to consider an alternative asset to buoy sinking commodity returns: water. It may not be listed on the New York Mercantile...

Japanese stock funds reflecting long-awaited economic turnaround

March 2, 2015

As an investment destination, Japan has had such a tarnished reputation for so many years it might not be the first place investors think about when considering international diversification, but the performance numbers are beginning to look...

To improve portfolio diversification, look to technology

February 24, 2015

Today's market environment presents a host of challenges to advisers that necessitate embracing a new approach to portfolio construction — particularly when it comes to diversification — to improve client outcomes. The reality is that the...

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