Equities

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Name dropping at Berkshire Hathaway's annual meeting
INVESTING EQUITIES MAY 04, 2015
Name dropping at Berkshire Hathaway's annual meeting

Tens of thousands of investors will be listening to Berkshire Hathaway CEO Warren Buffett on Saturday for his views on the economy and topics from ketchup to geopolitics. Here's a list of names they'll also be listening for.

Wirehouse advisers pile into euro-stock ETFs
INVESTING EQUITIES MAY 01, 2015
Wirehouse advisers pile into euro-stock ETFs

Currency-hedging ETF strategies are a no-brainer: Merrill Lynch portfolio manager

Warren Buffett's financial results start to raise red flags
INVESTING EQUITIES MAY 01, 2015
Warren Buffett's financial results start to raise red flags

<i>Breakfast with Benjamin</i>: Warren Buffett rejects analysts' criticism of Berkshire Hathaway's financials. Plus: Family Dollar's lesson in luck, small-cap stocks at odds with jobs data, and Alan Greenspan on Greece exiting the euro.

No champagne for new Nasdaq record but advisers take heed of history
INVESTING EQUITIES APR 30, 2015
No champagne for new Nasdaq record but advisers take heed of history

Limits of diversity, wisdom of taking profits and importance of rebalancing are top lessons learned from bursting of the dotcom bubble 15 years ago.

The housing market steps up to provide a needed economic boost
INVESTING EQUITIES APR 29, 2015
The housing market steps up to provide a needed economic boost

<i>Breakfast with Benjamin</i>: The solid housing market stands in contrast to the dismal first quarter GDP numbers.

INVESTING EQUITIES APR 29, 2015
Equity ETFs coped with increased volatility in Q1 2015

Investors inject $19.5 billion into equity ETFs in the first quarter

INVESTING EQUITIES APR 29, 2015
Vanguard tiptoes into the liquid alternatives market

New multialternative fund seen as endorsement of alts, while pressuring fees

INVESTING EQUITIES APR 28, 2015
Take a page from active managers to get clients past the pack mentality

Trends can be tempting and tough to ignore, so knowing where to look for opportunities others are missing is key.

Retail brokers are shut out of the SEC's market reform efforts
INVESTING EQUITIES APR 28, 2015
Retail brokers are shut out of the SEC's market reform efforts

<i>Breakfast with Benjamin</i>: Retail brokerages are shut out of the SEC's advisory committee for market reforms to protect retail investors.

Citi Private Bank adjusts equity allocations with eye toward end of the bull market
INVESTING EQUITIES APR 28, 2015
Citi Private Bank adjusts equity allocations with eye toward end of the bull market

Global CIO Wieting says 'significant market drop' likely by the end of the decade.

4 ways to keep clients' portfolios from getting taxed to death
INVESTING OPINION APR 27, 2015
4 ways to keep clients' portfolios from getting taxed to death

Your clients will appreciate it if you help them avoid the 43.4% tax bracket

The NFL gives up tax-exempt status that most folks didn't realize it had
INVESTING EQUITIES APR 27, 2015
The NFL gives up tax-exempt status that most folks didn't realize it had

<i>Breakfast with Benjamin</i>: The NFL gives up its tax-exempt status, and estimates suggest the league's tax bill could be $10 million per year.

Lessons to learn from the last Nasdaq bubble
INVESTING EQUITIES APR 22, 2015
Lessons to learn from the last Nasdaq bubble

<i>Breakfast with Benjamin</i>: The Nasdaq is back to 2000 levels, but everything else is different.

Carlyle Group misses the mark with liquid alts
INVESTING EQUITIES APR 20, 2015
Carlyle Group misses the mark with liquid alts

<i>Breakfast with Benjamin</i>: The Carlyle Group is shutting down two liquid alternative mutual funds it launched last year.

Northern Trust: Managers remain optimistic on U.S. economy
INVESTING EQUITIES APR 20, 2015
Northern Trust: Managers remain optimistic on U.S. economy

Outlook on eurozone is somewhat upbeat, survey shows.

INVESTING EQUITIES APR 20, 2015
Why 'smart beta' strategies deserve all the attention and assets they're attracting

Strategies represent a cost-effective way to harnes quantitative insights and quickl, easily implement them in portfolios

Hedge fund bulls go big on oil
INVESTING EQUITIES APR 20, 2015
Hedge fund bulls go big on oil

<i>Breakfast with Benjamin</i>: Hedge fund bulls go big on oil. What do they know, or think they know?

DoubleLine's Shiller CAPE fund beating rivals while adding smart alpha to smart beta
INVESTING EQUITIES APR 20, 2015
DoubleLine's Shiller CAPE fund beating rivals while adding smart alpha to smart beta

Fixed-income foundation pushed fund to the top of the large-value category.

Morgan Stanley CEO James Gorman rakes in the big bucks
INVESTING EQUITIES APR 20, 2015
Morgan Stanley CEO James Gorman rakes in the big bucks

<i>Breakfast with Benjamin</i>: A 25% pay raise to $22.5 million means it's good to be Morgan Stanley CEO James Gorman.

If you tread at all into the energy sector, tread lightly
INVESTING EQUITIES APR 19, 2015
If you tread at all into the energy sector, tread lightly

It has become the ultimate stock-pickers market