Don't get too caught up in the good times while nontraded REITs are extremely lucrative and lose sight of proper client allocations.
<i>Breakfast with Benjamin:</i> Private equity giant wants in on liquid alts. Plus: QE might have a fueled high-inflation cycle, the small-cap stock ride is ending, time to get some defense in that portfolio, and the poor outlook for the long-term unemployed
Money managers are turning on stocks that have delivered the best returns during the bull market: small caps.
Real estate, REITS and MLPs are increasingly on advisers' radar screen, but a new study finds allocations in just one of five portfolios. Jeff Benjamin explains.
As 2014 opens, the North American energy revolution continues to help our economy and provide compelling investment opportunities across the energy value chain.
<i>Breakfast with Benjamin:</i> What's up with junk bond investors? Plus: Four sorry years of Dodd-Frank, ignore the Fed's warnings at your own risk, mathematical excuses for sluggish wage growth, and it's not too late for a mid-year portfolio checkup.
Plus: Alibaba IPO is on track to break records, what U.S. investors will really get when buying Alibaba shares, Goldman offers a leg up to Steven Cohen, and MSNBC apologizes for poor taste on Cinco de Mayo
By addressing four major challenges, advisers can help plan clients gain access to higher returns.
On today's <i>Breakfast with Benjamin</i> menu, the latest step the Obama administration is taking to push back against Russia, plus just how much support the Clintons have among Dow Jones Index companies, and much more.
Putting market-cap indexes in perspective.
<i>Breakfast with Benjamin:</i> Investors' nerves are fraying and that's not a good thing. Plus: Spiking demand for U.S. Treasuries, dodging corporate taxes, the ABCs of liquid alts, risk-adjusted sector performance, and boning up on your Cinco De Mayo history.
<i>Breakfast with Benjamin:</i> Can Janet Yellen and her Federal Reserve colleagues avoid roiling the markets? Plus: Visa and MasterCard tighten screws on Russian banks, bond ladders get snubbed by a fan of bond barbells, checking the math on alternative-investment performance, and the momentum-stock nosedive is real.
<i>Friday's menu:</i> Investors waking up to Putin's Russia risks. Plus: Russia's debt downgraded as Kerry issues another warning; U.S. manufacturing comes back (but housing has not); how about this call: gold to hit $5,000 an ounce; the SEC starts to dissect liquid alt funds; and how sanctions are supposed to work.
<i>Breakfast with Benjamin:</i> Obama tees up more sanctions. Plus: Financial pros warn against ignoring Ukraine's significance, the housing market is being hurt by basement dwellers, epic Medicare fraud, safe investment bets surprise in 2014, and $1 million saved for retirement is now considered a good start.
They're even interested in international stocks, survey finds.
“The best hedge of a stock portfolio is something that by design moves in the opposite direction of the stock market,” says Sungarden's Isbitts
Analysts may have to examine less than three years' performance.
High equity prices, low bond yields and geopolitical risk are all leading to new popularity for this once-shunned allocation. Find out how more portfolio strategists are moving away from the traditional 60/40 split.
Timing of new certification training couldn't be better with stocks at highs and rates set to climb.
Newfangled private placements called DSTs offer some improvements to TICs, many of which backfired during the financial crisis, but DSTs still carry high costs and are illiquid. Bruce Kelly has the story.
