Equities

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Stocks barely move as investors keep focus on economy and Fed
INVESTING EQUITIES DEC 02, 2015
Stocks barely move as investors keep focus on economy and Fed

The year's strongest week for equities was followed by one of its quietest, with energy stocks underpinning microscopic gains in a holiday-shortened week as investors kept their focus on the Federal Reserve.

Mutual fund outflows add to the pain of capital gains distributions
INVESTING EQUITIES DEC 02, 2015
Mutual fund outflows add to the pain of capital gains distributions

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.

Don't let currencies bite you when investing in international equities
INVESTING EQUITIES DEC 02, 2015
Don't let currencies bite you when investing in international equities

The asset class offers portfolio diversification and a lot of upside protection but advisers can't forget about the impact of foreign exchange on returns.

Hedge funds are waking up to redemptions
INVESTING EQUITIES DEC 01, 2015
Hedge funds are waking up to redemptions

<i>Breakfast with Benjamin</i>: The trend of redemptions could mark a turning point for pricey hedge fund strategies that sometimes underperform.

A more reachable retirement savings target: 60% of pre-retirement income
INVESTING EQUITIES DEC 01, 2015
A more reachable retirement savings target: 60% of pre-retirement income

<i>Breakfast with Benjamin</i>: Instead of needing 80% of your pre-retirement income, you can probably make it with 60%.

This new ETF tracks the green version of the S&P 500
INVESTING EQUITIES DEC 01, 2015
This new ETF tracks the green version of the S&P 500

The SPDR S&amp;P 500 Fossil Fuel Free ETF is a greener version of the world's first and largest ETF.

$25B institutional money manager takes a leap into retail
INVESTING EQUITIES DEC 01, 2015
$25B institutional money manager takes a leap into retail

Three mutual funds just the start for Pzena Investment Management.

INVESTING EQUITIES NOV 30, 2015
The economic impact of global warming is heating up

<i>Breakfast with Benjamin</i>: According to the COP21 conference in Paris this week, global warming is on a pace to eventually hurt the economy.

INVESTING EQUITIES NOV 29, 2015
Morningstar announces its Managers of the Year

Standouts from Vanguard, Pimco and American Funds top the list. Did your favorite make the cut?

Sallie Krawcheck dishes on being downsized
INVESTING EQUITIES NOV 24, 2015
Sallie Krawcheck dishes on being downsized

<i>Breakfast with Benjamin</i>: Citing the rapidly-changing economy, the former Citigroup and Bank of America exec says job insecurity in finance will likely increase.

INVESTING EQUITIES NOV 24, 2015
Pimco loses another crown, this one for emerging markets bonds

<i>Breakfast with Benjamin:</i> The money manager has lost the emerging-markets bond crown when ill-timed bets drove investors out the door to the tune of 62%.

INVESTING EQUITIES NOV 23, 2015
SEC taking deep dive into role of ETFs in Aug. 24 market drop

<i>Breakfast with Benjamin:</i> SEC chairwoman Mary Jo White says the agency is taking a hard look at ETFs' role on Aug. 24, when stocks dropped like a rock, and the agency's trading rules are part of the scrutiny.

INVESTING EQUITIES NOV 22, 2015
Investing in women a worthy strategy

How financial advisers can put this strategy into practice and begin to invest with a gender lens

How ETFs can help mitigate the impact of market bubbles
INVESTING EQUITIES NOV 20, 2015
How ETFs can help mitigate the impact of market bubbles

Emphasizing defense and true diversification in ETF choices can provide protection.

529 plans adding more conservative investment options
INVESTING EQUITIES NOV 20, 2015
529 plans adding more conservative investment options

Hoping to stave off concern from college savers that 529 accounts are too vulnerable to stock market volatility and expected interest rate hikes, some plan managers are switching up investment choices.

INVESTING EQUITIES NOV 19, 2015
S&P's global financial literacy test is out

<i>Breakfast with Benjamin:</i> S&amp;P Rating Services has released its global financial services literacy test, which uses four questions to test understanding of interest compounding, inflation, and risk diversification. How would you do?

With SEC poised to expand crowdfunding rules, it's time for advisers to get up to speed
INVESTING EQUITIES NOV 19, 2015
With SEC poised to expand crowdfunding rules, it's time for advisers to get up to speed

The SEC is scheduled to vote on a piece of the 2012 JOBS Act that will give retail investors access to private equity investing through crowdfunding platforms. That means challenges and opportunities lie ahead for advisers.

Investors pause but look past Paris attacks, keeping eye on the Fed
INVESTING EQUITIES NOV 18, 2015
Investors pause but look past Paris attacks, keeping eye on the Fed

Much to the surprise of some market watchers, investors &#8212; and thus, financial markets &#8212; Monday looked past the brutal terror attacks in Paris on Friday that left 129 people dead and hundreds injured.

INVESTING EQUITIES NOV 16, 2015
Gold goes on a safe-haven rally in the wake of Paris attacks

<i>Breakfast with Benjamin</i>: Gold jumps, with futures up more than 1% even as riskier assets like stocks find reasons to rally.

Financial markets brace for fallout from the Paris terror attacks
INVESTING EQUITIES NOV 16, 2015
Financial markets brace for fallout from the Paris terror attacks

<i>Breakfast with Benjamin</i>: The financial markets are likely to be swept up in the immediate unrest following Friday's terror attacks in Paris.