Equities

Displaying 2734 results
INVESTING EQUITIES JUL 29, 2016
How Donald Trump and Hillary Clinton plan to gain access to your wallet

<i>Breakfast with Benjamin</i> Based on their own rhetoric, this is how Hillary Clinton and Donald Trump would impact your wallet, if they win the White House.

INVESTING EQUITIES JUL 25, 2016
Deutsche Bank says fiscal stimulus can't save us

Plus: Gold investors love this Fed, really cheap ETFs, and an alternative to summer reading

INVESTING EQUITIES JUL 25, 2016
REIT ETFs trouncing stocks thanks to low interest rates and flight to passive investing

Real estate-focused exchange traded funds attracted $1.5 billion in new money in June, followed by $1.3 billion the month before, according to FactSet.

INVESTING EQUITIES JUL 22, 2016
Investors pour into junk bond ETFs, signaling more upside for stocks

<i>Breakfast with Benjamin</i> Investors are flocking to junk bond ETFs, showing another leg of risk-on investing.

INVESTING EQUITIES JUL 22, 2016
Jeffrey Gundlach's 'Bond King' crown comes into question

Plus: Indexers take over the world, building trust with clients, and some summer reading ideas for advisers

More money managers think U.S. equities overvalued: Northern Trust
INVESTING EQUITIES JUL 21, 2016
More money managers think U.S. equities overvalued: Northern Trust

Forty-six percent of managers now believe U.S. stocks are overvalued, according to the investment manager's survey.

INVESTING EQUITIES JUL 21, 2016
Step aside bears, the market's next growth mode is kicking in

<i>Breakfast with Benjamin</i> It's a brighter growth outlook, not low rates, that's fueling the latest rally.

Building bond ladders for a low-interest-rate world
INVESTING EQUITIES JUL 21, 2016
Building bond ladders for a low-interest-rate world

Some advisers tweak the model, others remain pure.

INVESTING EQUITIES JUL 21, 2016
Why it does and doesn't matter if fund managers invest in their own funds

<i>Breakfast with Benjamin</i> Should you care if a portfolio manager is investing in a fund he or she is managing? It depends.

Don't lump all younger high-net-worth clients together
INVESTING EQUITIES JUL 20, 2016
Don't lump all younger high-net-worth clients together

Advisers should recognize and capitalize on the different needs and priorities of Gen X versus millennials.

INVESTING EQUITIES JUL 18, 2016
Goldman says U.S. investors should keep their portfolios local

Plus: Diversification varies when it comes to ETFs, Wall Street starts cutting pay, and the next President will need to figure out how to handle Congress

INVESTING EQUITIES JUL 18, 2016
The fiduciary conundrum of charging lower fees for bond allocations

<i>Breakfast with Benjamin</i> Can charging lower fees for bond investments be both the right thing to do and a violation of your fiduciary duty?

Trouble ahead? Stock and bond markets sending divergent signals
INVESTING EQUITIES JUL 18, 2016
Trouble ahead? Stock and bond markets sending divergent signals

Treasury yields hit the floor while stocks hope for the best.

INVESTING EQUITIES JUL 18, 2016
Brexit forces a dovish Fed into cowering mode

<i>Breakfast with Benjamin</i> Following the Brexit, the Fed is now sheepishly tilting toward a rate cut.

INVESTING EQUITIES JUL 15, 2016
Bond market is signaling it's time to sell stocks

<i>Breakfast with Benjamin</i> The direction of bond yields does not bode well for the equity markets.

As stock market soars, financial advisers batten down the hatches
INVESTING EQUITIES JUL 13, 2016
As stock market soars, financial advisers batten down the hatches

String of negative earnings don't support stock price valuations.

Lessons from a week of highs and severe lows with clients
INVESTING EQUITIES JUL 12, 2016
Lessons from a week of highs and severe lows with clients

Now that the dust has settled, it's time to learn from the Brexit fallout on what to say and do next time markets tank and clients lose their cool.

INVESTING EQUITIES JUL 11, 2016
Japan's stock market rally has investors suddenly looking eastward

<i>Breakfast with Benjamin</i> The sudden rally in Japan has some citing a turnaround, riding on the wave of Abenomics.

Beaten down financial-sector stocks trigger debate over when to jump in
INVESTING EQUITIES JUL 11, 2016
Beaten down financial-sector stocks trigger debate over when to jump in

Being early is the same thing as being wrong.

Equity precious metals funds are riding higher on Brexit wave
INVESTING EQUITIES JUL 11, 2016
Equity precious metals funds are riding higher on Brexit wave

Some funds up more that 100% so far this year.