Equities

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INVESTING EQUITIES SEP 14, 2015
A bucket strategy for retirement

<b>Breakfast with Benjamin:</b> Here's a new way to think about building a portfolio for your retired clients using the old bucket strategy. Three buckets for three timeframes

Dimensional, John Hancock in partnership to build their first ETFs
INVESTING EQUITIES SEP 14, 2015
Dimensional, John Hancock in partnership to build their first ETFs

The factor-based investor popular with financial advisers will build indexes for John Hancock funds.

Smart-beta upstart goes after the big boys wielding lower fees as a weapon
INVESTING EQUITIES SEP 11, 2015
Smart-beta upstart goes after the big boys wielding lower fees as a weapon

Equal-weighted exposure to the S&amp;P 500 for 30 basis points.

How are you handling your clients during the market's turmoil?
INVESTING EQUITIES SEP 11, 2015
How are you handling your clients during the market's turmoil?

<i>InvestmentNews</i> wants to know how clients are reacting to the uptick in volatility. Take our 1-minute survey and let us know.

INVESTING EQUITIES SEP 10, 2015
It's decision week for Federal Reserve: Will they raise rates?

<i>Breakfast with Benjamin:</i> Do Janet Yellen and her partners on the Federal Reserve Board know what they're going to do with interest rates?

The futures market still isn't buying into a Fed rate hike
INVESTING EQUITIES SEP 10, 2015
The futures market still isn't buying into a Fed rate hike

<i>Breakfast with Benjamin</i>: Economists are leaning toward a rate hike, but the futures market begs to differ.

Buy-and-hold strategy tested by market volatility
INVESTING EQUITIES SEP 10, 2015
Buy-and-hold strategy tested by market volatility

Fighting the temptation to try and time the market pays off in the long run.

Advisers scramble to head off sticker shock from clients over ugly August account statements
INVESTING EQUITIES SEP 08, 2015
Advisers scramble to head off sticker shock from clients over ugly August account statements

As stocks continue to slide, advisers scramble to head off sticker shock from clients over ugly August account statements.

If August was bad, September could be worse for the markets
INVESTING EQUITIES SEP 05, 2015
If August was bad, September could be worse for the markets

September is the worst month for markets, historically. Here's what you should be thinking about.

Pimco minus Bill Gross equals outflows
INVESTING RIAS SEP 04, 2015
Pimco minus Bill Gross equals outflows

<i>Breakfast with Benjamin</i> Pimco finds itself in choppy waters without Bill Gross at the helm.

The next REIT privatization wave is underway
INVESTING EQUITIES SEP 04, 2015
The next REIT privatization wave is underway

<i>Breakfast with Benjamin</i>: The swelling gap between public and private valuations is making REITs a sweet target.

Pension giants out of sync with alternative investments
INVESTING EQUITIES SEP 04, 2015
Pension giants out of sync with alternative investments

Moves in and out of alts seem to be based on market volatility and fees rather than a long-term strategy.

INVESTING EQUITIES SEP 03, 2015
Playing volatility with ETFs a risky game

With the recent wild market swings, it is not surprising people are talking about VIX exchange-traded products, which track derivatives on an index that goes up when there is fear in the market. But it can be risky.

INVESTING RIAS SEP 03, 2015
Investment manager who bilked $43 million from ex-Red Wings star Sergei Fedorov convicted

<i>Breakfast with Benjamin</i>: Investment manager Joseph Zada could face 20 years in prison after being convicted for bilking ex-Detroit Red Wings star Sergei Fedorov (pictured) out of $43 million.

Post-crash behavior will lead to Dow 20,000
INVESTING EQUITIES SEP 03, 2015
Post-crash behavior will lead to Dow 20,000

The current correction gives the bears the most ammunition to claim that a new bear market has started. But don't jump to conclusions just yet because history suggests otherwise.

The biggest market risk right now might be trying to time this market
INVESTING EQUITIES SEP 03, 2015
The biggest market risk right now might be trying to time this market

<i>Breakfast with Benjamin</i>: The stock market is clearly shaky, but trying to time it is a fool's game.

Wild market ride creating entry points for long-term investors
INVESTING EQUITIES SEP 03, 2015
Wild market ride creating entry points for long-term investors

The stock market roller-coaster ride showed some signs of relative calm Wednesday, but not all market watchers are ready to claim the worst is over.

LPL and Wells Fargo's bold calls predict as much as 9% return on stocks this year
INVESTING EQUITIES SEP 02, 2015
LPL and Wells Fargo's bold calls predict as much as 9% return on stocks this year

In the face of a spike in market volatility, the two firms are doubling down on surprisingly bullish predictions that the S&amp;P 500 will close out the year notably higher than where it started.

Pension giant CalSTRS ponders dumping $20B in stocks and bonds in favor of alt strategies
INVESTING EQUITIES SEP 02, 2015
Pension giant CalSTRS ponders dumping $20B in stocks and bonds in favor of alt strategies

<i>Breakfast with Benjamin</i>: CalSTRS, the country's second-largest pension fund, considers moving $20 billion out of traditional investments and into alternatives.

Flash crashes make headlines but have little economic impact: Citigroup
INVESTING EQUITIES SEP 02, 2015
Flash crashes make headlines but have little economic impact: Citigroup

Researcher cites four examples of extreme market moves that failed to derail the recovery.