<i>Breakfast with Benjamin</i>: If 13 weeks of falling energy-stock prices has you looking for an entry point, hold your fire: The sector is still very pricey.
Investors shrugged off worries about China and Greece to send the S&P 500 index up 2% last month to its biggest monthly gain since February as most companies reported better-than-expected profits.
A trend toward an old strategy of gaming the market by investing in stocks just before they are added to popular indexes such as the S&P 500 that, by definition, index funds must track has become popular again. And it can be costly to investors.
Advisers need to address environmental issues and how they will affect investments
While little has been spared in the energy-securities selloff &mdash; oil, junk bonds and even Chinese equities have been hit &mdash; smaller stocks have been the worst off.
Advisers say the presidential hopeful and real estate mogul's investments reveal a scattered approach to money management. <i>(See <a href="//www.investmentnews.com/gallery/20150723/FREE/723009998/PH"" target=""_blank"" rel="noopener">the top five fund companies holding Mr. Trump's money</a>.)</i>
<i>Breakfast with Benjamin</i>: Puerto Rico has missed a debt payment. How will the fallout be felt by average Americans?
Advisers can attract new clients if they keep abreast of the socially responsible investing trend.
Pandering move says plenty about the candidate and her economic sense.
<I>Breakfast with Benjamin:</I> Investing in China stocks is a scary proposition right now but there's an ETF that uses a smart approach. It's down, but not like the Shanghai market.
<i>Breakfast with Benjamin:</i> Package delivery company UPS has warned that the U.S. economy appears to be slowing. That's bad news for the Fed and stock investors.
High-yield-bond research leads manager to companies whose stocks are primed to rise.
Advisers should resist the urge to shift their dividend-stock assets into bonds as interest rates rise and instead consider dividend swaps and futures, as well as option combinations.
Sector funds give specialist managers an opportunity to shine during a long bull market.
The upside of avoiding energy stocks and the pain of a strong dollar.
<i>Breakfast with Benjamin:</i> The financial sector has been a laggard and in fact hasn't been an early cycle winner since 2011. But the picture is getting brighter.
The benchmark equities gauge rose 0.1% to end Monday at 2,128.28, after briefly rising above its record closing level of 2,130.82 during the session.
<i>Breakfast with Benjamin:</i> Earnings season started out strong but weak numbers from bellwethers like Apple are slamming the brakes on the market's rally. Buckle up.
It's not that there are fewer decreases in U.S. equities &mdash; it's that declines have gotten longer, averaging almost two days, and the rebounds are weakening.
The idea that one could profit from buying a stock as soon as possible after its addition to an index is announced, then selling it when it enters the index is tempting.
