Results for "index funds"

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Vanguard warns advisers on stock risk in client portfolios

January 28, 2015

Investors are taking a level of risk not seen since 1999 and 2007, and financial advisers should restrain the impulse of clients to boost sagging returns. Martha G. King, who oversees Vanguard Group Inc.'s adviser-sales division, said investors...

It's getting easier to tell good stocks from bad

January 26, 2015

You didn't have to be a genius to make money in equities the last two years. Buy an index fund and let the bull market guide you to a 44% gain. Most money managers who actually pick stocks couldn't match the S&P 500 Index, let alone beat it....

The next thing to worry about: Investor overconfidence

January 23, 2015

The down side of a multi-year bull market in stocks is that investors stop worrying so much about financial security. Sometimes, a little fear is a good thing. A credit card is not a long-term backup plan With crude oil at around $46 a barrel,...

Little incentive to use 529 plans under Obama proposal

January 21, 2015

The way Americans save money to send their children to college would likely change under proposals President Barack Obama alluded to in his State of the Union address Tuesday. The tax benefits of the nation's 529 college savings plans and Coverdell...

Europe and Asia may be a mess, but long-term investors can find opportunities there

January 16, 2015

The U.S. economy and equity markets might currently be considered among the strongest in the world, which could represent the perfect opportunity to zig when so many other investors are zagging. As contrarian moves go, there's nothing quite...

Fed confidence in the U.S. economy starts to wane

January 15, 2015

The Fed's general and persistent optimism about the U.S. economy lets in a hint of concern over oil prices and consumer spending. Rate hikes? They'll keep us guessing. Optimism that the economy could shift to a somewhat higher gear Hats off...

Gundlach says 'sinister side' of cheap oil will dampen economic growth, markets

January 14, 2015

What the U.S. energy boom has given, the U.S. energy boom is about to take away if oil prices stay at or below current levels, according to DoubleLine Capital's Jeffrey Gundlach. “All the job growth from 2007 until today can really be attributed...

iShares says not so fast on passive investing winning the day

January 13, 2015

The success of exchange-traded funds is incorrectly being interpreted as a victory for passive investing, according to executives at BlackRock Inc.'s iShares, which won a third of the U.S. ETF industry's record $242 billion haul last year. Instead,...

Utility, consumer stocks can play defense when market volatility spikes

January 12, 2015

With the price of oil falling and stock market volatility climbing, extra emphasis on portfolio defense might be in order, at least for the near term. “I don't think this will be the way it is all year, but if you're expecting more volatility...

Supreme Court may weigh in on iShares case

January 9, 2015

The Supreme Court has been asked to consider a case involving claims that BlackRock Inc. retains too much of what it makes for lending securities held by its exchange-traded funds. Two clients of the popular iShares ETFs recently petitioned...

Hedge fund employees enjoy the fruits of their labor

January 9, 2015

Hedge fund employees enjoy the fruits of their labor, even if that labor didn't bear much fruit. Average compensation at $368k Pimco and JPMorgan add their seal of approval by jumping on the smart beta bandwagon. The fundamental-indexing category...

Advisers preach calm, buckle in as markets bounce

January 8, 2015

Financial advisers aren't exactly shrugging off the recent bout of stock market volatility that has ushered in the New Year, but they're also not ready to call it the start of a much larger pullback that should be addressed with portfolio adjustments....

Advisers punished for diversifying globally

January 8, 2015

As mutual fund investors have warmed up to investing outside the United States, financial markets have punished them for doing so. After 2013 paid those investors a handsome gain (“foreign large blend” funds as tracked by Morningstar Inc....

ETF managers, bringing in historic levels of cash, still preparing for a bear

January 6, 2015

Even as U.S. stocks notched their sixth straight year in the black in 2014, investors weren't the only ones to ask when the music would stop. ETF managers, whose mostly index-tracking products will follow the market down just as they followed...

Financial adviser sentenced to 51 months for ripping off elderly clients

January 6, 2015

Stealing from more than two dozen elderly clients gets a Bellingham, Wash.-based financial adviser a 51-month prison sentence. Being barred from working with clients in 2005 didn't stop Jeffrey Knutsen from ripping off his clients Don't miss...

U.S.: The global economic bright spot

January 6, 2015

As we embark on a new year, the United States is the brightest spot in the global economy. The U.S. recovery, now in its sixth year, has transitioned to a more robust phase, leading to our most positive outlook in almost 10 years. U.S. strength...

Nasdaq acquires top RIA in 'smart beta' play

January 5, 2015

Nasdaq, one of the top builders of the indexes backing ETFs, said Monday it would acquire an investment advisory firm that specializes in souped-up “smart beta” benchmarks. The Nasdaq OMX Group Inc.'s $225 million cash-and-debt deal for...

Latest twist in robo-advice: Actively managed funds

January 5, 2015

Schreiner Capital Management is turning up the heat on the fast-evolving robo-advice game by employing actively managed and alternative-strategy mutual funds on a new platform called ALTS. The use of active funds in a robo-adviser is believed...

$6.3B money manager looking for bargains in oil, European industrials

January 3, 2015

At a time when U.S. stocks are beating the rest of the world, Sarah Ketterer mostly invests overseas. And at a time when index funds and exchange-traded funds are ascendant, she invests the old-fashioned way: She scouts for well-run companies...

As hot as liquid alts are, most can't compete against the bull market

December 31, 2014

Another strong year for stocks and another round of head scratching for investors in liquid alternative strategies that are mostly designed to hedge the risks associated with market downturns. While there are always exceptions when it comes...

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