Equities

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For robo-advisers, the next bear market will be a big test
INVESTING RIAS APR 07, 2016
For robo-advisers, the next bear market will be a big test

Robo-advisers might have more reasons to be worried about the next bear market than investors do.

SunEdison's hard lesson for renewable-energy investors
INVESTING EQUITIES APR 07, 2016
SunEdison's hard lesson for renewable-energy investors

<i>Breakfast with Benjamin</i> SunEdison's collapse shows that advisers should understand the steep side of the mountain renewable energy is trying to climb.

Stock buyback plans do little for long-term investors
INVESTING EQUITIES APR 05, 2016
Stock buyback plans do little for long-term investors

Corporate execs and activist investors get the biggest bang from repurchase plans.

Seeing renewable energy through rose-colored glasses
INVESTING EQUITIES MAR 31, 2016
Seeing renewable energy through rose-colored glasses

Plus: Goldman takes a swipe at gold, fixing corporate inversions, and what baseball season does for food

INVESTING EQUITIES MAR 31, 2016
Strong March performance pushes stock funds positive for first quarter

Even though stock funds scored big gains in March, they're still trailing bonds for 2016.

INVESTING EQUITIES MAR 29, 2016
Gold's best quarter in decades bodes well for the commodity

<i>Breakfast with Benjamin</i> Even after its best quarterly performance in nearly 30 years, gold could still have some upside to go.

Fidelity starts testing robo-adviser service on clients
INVESTING EQUITIES MAR 29, 2016
Fidelity starts testing robo-adviser service on clients

Fidelity Investments, the second-largest U.S. mutual fund company, will test an automated-investment service starting Wednesday on a small group of existing customers.

Janet Yellen says central bankers should 'proceed cautiously' in raising interest rates
INVESTING EQUITIES MAR 29, 2016
Janet Yellen says central bankers should 'proceed cautiously' in raising interest rates

Federal Reserve chairwoman cites heightened risks in the global economy as cause for caution

Vanguard raises some expense ratios
INVESTING EQUITIES MAR 29, 2016
Vanguard raises some expense ratios

One of the lowest-cost fund companies gets into a war of words with an analyst over how it calculates expense ratios.

INVESTING EQUITIES MAR 28, 2016
Dividend-payers are slaying share buyback names

Plus: Consumers are borrowing like it's 2008, mortgage-backed securities are back in vogue, and college is for chumps

INVESTING EQUITIES MAR 28, 2016
Liquid alt funds are beating hedge funds

<i>Breakfast with Benjamin</i> Liquid alts beating the hedge funds they're designed to mimic begs the question of why we even need hedge funds anymore?

Low expenses the biggest trend in the fund industry, experts say
INVESTING EQUITIES MAR 28, 2016
Low expenses the biggest trend in the fund industry, experts say

Smart beta may be the most popular new strategy for mutual fund companies, but the real trend is towards funds with lower expenses.

INVESTING EQUITIES MAR 27, 2016
Identifying the best active funds

Finding funds likely to beat their benchmarks remains the challenge, and where financial advisers can earn their keep

INVESTING EQUITIES MAR 24, 2016
The Fed wants the markets to stop watching the Fed so much

<i>Breakfast with Benjamin</i> The Fed says the markets are too obsessed with too much information.

INVESTING EQUITIES MAR 22, 2016
The full list of 2016 Lipper Fund Awards winners

An interactive list of all the funds to be honored, across all years of return and categories

Over-sized Fidelity, Vanguard funds raise concerns about being too big to stay competitive
INVESTING EQUITIES MAR 22, 2016
Over-sized Fidelity, Vanguard funds raise concerns about being too big to stay competitive

<i>Breakfast with Benjamin</i> A couple of Vanguard and Fidelity mutual funds raise questions about when it is time to close a fund to new investors.

INVESTING EQUITIES MAR 22, 2016
Despite old age, bull market gets no respect

Even with its gains and long life, most investors have been lukewarm toward the stock market.

Vanguard rolls out funds with 0.01% expense ratio
INVESTING EQUITIES MAR 17, 2016
Vanguard rolls out funds with 0.01% expense ratio

The minimum investment is $5 billion for the stock fund, and $3 billion for the bond fund.

INVESTING EQUITIES MAR 16, 2016
We might all be better off if more women were managing money

<i>Breakfast with Benjamin</i> If the data is correct, women's investment returns have been trouncing men's for nearly a decade.

Smart beta continues to confound advisers
INVESTING EQUITIES MAR 16, 2016
Smart beta continues to confound advisers

Ill-named strategy finds place between passive and active.