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Is it time to jump into energy stocks?

August 4, 2015

If 13 weeks of falling energy-stock prices has you looking for an entry point, hold your fire. By most measures, the energy sector is still expensive As Curian Capital prepares to close up shop, competitors are swooping in to recruit advisers...

When looking to preserve clients' capital, consider alternatives

August 4, 2015

I have written that investors should consider new products through the lens of the three primary colors of portfolio construction: capital preservation, income and growth. Most investor goals and objectives can be achieved through some combination...

Pimco says regulators considering action over Total Return ETF valuations

August 3, 2015

Pacific Investment Management Co. said regulators are considering taking action against the firm over marking of securities in the exchange-traded fund version of its flagship Total Return Fund. Pimco received a Wells notice from the Securities...

Puerto Rico's default could ripple through average Americans' portfolios

August 3, 2015

Puerto Rico has missed a debt payment, marking a major setback for the U.S. commonwealth. The next step is to look at how the fallout could be felt by average Americans. Half of U.S. open-end muni bond funds are exposed to Puerto Rican debt...

Long/short equity, event-driven liquid alt funds top stocks in first half

August 3, 2015

Are you more afraid of a snarling dog or a warm fluffy bed? It sounds like a silly question, but given an unpredictable animal versus fluffy mound with no teeth, I'd hazard the former. Wrong. As many as 728 people accidentally suffocate in bed...

Puerto Rico's uncertain future leaves muni bond fund investors in limbo

August 3, 2015

If your clients are invested in a U.S. municipal bond mutual fund, odds are they're exposed to Puerto Rico's crumbling financial situation. But because the slow-motion train wreck has been chugging along for several years, with the U.S. commonwealth's...

China, Greece no worries for investors who send stocks to big July gain

August 1, 2015

U.S. equity investors who delayed July vacations to grapple with the latest chapter in Greece's debt-crisis saga and China's stock collapse were rewarded with the biggest monthly gain since February. The S&P 500 Index ended July up 2% as Amazon.com...

Retirement accounts are hitting new highs, which is good news for advisers

July 31, 2015

Retirement account savings are hitting new highs, and it's not just because the stock market has been strong. Investors are starting to really sock money away. Now is the time to start reassessing portfolio allocations Has the stock market's...

China's dilemma: Is it 1987 or 1929?

July 31, 2015

Having spent the summer ruminating over the macro events in Europe, my focus has now turned to the U.S. stock market crashes of 1929 and 1987. Why, you might ask? The answer lies in China, where policy interventions in the face of a steep selloff...

Climate change could impact client portfolios

July 31, 2015

Advisers might want to begin talking to their clients about the investment risk of climate change before the international conference on climate in Paris in December starts generating headlines. Large institutional investors overwhelmingly incorporate...

What the presidential candidates' investments tell us about them

July 30, 2015

By the time the primaries roll around next winter and spring, we’ll know a lot about the 22 (and counting) major candidates running for president. Over the last few months, they’ve been filing personal financial disclosures with the Federal...

'Terror-free' investing proves winning strategy for Patriot Fund

July 30, 2015

While Washington politicians bicker over the status of economic sanctions against Iran, Mark Langerman is quietly holding firm that U.S. companies doing business with that country are still bad bets. The managing director of Empowerment Financial...

It's time to take a close look at your bond portfolio

July 30, 2015

The Fed dished out another predictable postponement of an interest rate hike yesterday, but we all know a rate hike is coming, and ignoring it is not a plan. The time is now to start evaluating your allocations to fixed income Gold bugs better...

Hillary Clinton's short-sighted tax on long-term capital gains leaves advisers unimpressed

July 30, 2015

Whatever Hillary Clinton had in mind with her multitiered, multiyear capital gains tax plan, it has left the financial advice community confused and unimpressed with the economic wit of the front-runner in the race for the 2016 Democratic presidential...

A warning shot across the market's bow

July 29, 2015

UPS says it appears the U.S. economy is slowing down. That's a problem for the Fed and stock investors This is why Goldman Sachs is Goldman Sachs The Wall Street powerhouse's tech funding activities rival those of the top venture capital firms...

A better way to get China exposure

July 28, 2015

If you're brave enough to wade into China stocks, here's something you ought to consider. This ETF invests in Chinese companies listed in the U.S. Brilliant! Repeat after me: Taking 401(k) loans out is a bad, bad idea. Here are three more reasons...

As dividend-paying stocks fall out of favor, trading strategies could help

July 28, 2015

As the consensus coalesces around a Federal Reserve interest rate hike this fall, investors have begun to rotate out of stocks from traditional dividend-paying sectors, which had been popular through the prolonged period of ultra-low interest...

Morgan Stanley ordered to pay $2.4M arbitration award over former broker's trades

July 28, 2015

A Finra arbitration panel has ordered Morgan Stanley to pay at least $2.4 million in the latest round of claims by clients of a former Mississippi broker who has repeatedly been accused of mishandling investments, . A group of physicians and...

Make your short-term bond investment work smarter

July 27, 2015

Savers are increasingly worried about the prospect of rising interest rates, but with bank deposit rates close to zero, they're searching for short-duration investment products that minimize interest rate risk without sacrificing income. If...

Advisers say China drop isn't done yet, but calm clients on the downslide

July 27, 2015

The greatest one-day drop in Chinese stocks in eight years on Monday is not a signal that markets have bottomed out in China, according to financial advisers. “It would be best to stay away from Chinese stocks for now,” said David Kudla,...

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