<i>Breakfast with Benjamin</i>: It's that time of year when mutual fund columnist Chuck Jaffe doles out his Lump of Coal awards to funds that failed investors.
<i>Breakfast with Benjamin</i>: Security guard/waiter/travel agent posing as a hedge fund manager has been convicted of stealing more than $800,000 from 17 investors.
Fund names can be deceiving and when outflows hit, distributions are unavoidable.
Legion M offers hope for a Hollywood-level debut.
A commitment that can make investment performance a lesser priority.
Start with investments, but don't forget the overall impact on portfolios and financial plans. </br><b><i>(Plus: <a href="http://www.investmentnews.com/section/specialreport/20151129/TAXESTATE2015" target="_blank">The Spotlight on Tax and Estate Planning special report</a>)</b></i>
<i>Breakfast with Benjamin</i>: As robo-advisers flood the zone, investors (and human financial advisers) should continue to proceed with caution.
New fund offers 11% yield, no fees, two-year lock-up to accredited investors, but it's risky.
Mutual fund outflows can spell capital gains disaster and this year, some funds with low turnover are reporting sizable capital gains distributions as managers sell securities to meet investor withdrawals.
MarketCounsel panelists agree that in the future, human advice will be integrated with digital platforms and technology to improve financial planning.
