Tom Kolefas shrugs off charges he's hugging the benchmark.
<i>Breakfast with Benjamin</i>: Hillary Clinton goes after the financial industry, taking issue with CEO compensation.
<i>Breakfast with Benjamin</i>: Prices fall by 5% after the discovery of the biggest weekly buildup of U.S. inventories since 2001.
How cyclical and sector stock investing intersect represent an untapped opportunity for clients to diversify and see risk-adjusted returns.
<i>Breakfast with Benjamin</i>: Could dividend stocks actually be a better deal than an annuity for income investors?
Financial, health care and consumer discretionary sectors should shine.
Schwab sees cash serving an important purpose in allocations, providing a source of stability, downside protection and diversification while improving relative total return
Ultralow interest rates and longer lifespans means tried-and-true rule for savers goes out the window.
<i>Breakfast with Benjamin</i> Focusing on small-cap stocks could be a recipe for boosting a target-date fund.
Advisers should start talking to clients about the potential detriments of chasing sheer performance &mdash; and the importance of understanding how gains are achieved.
Gap between active and passive funds in international equities reaches highest level since financial crisis.
Shares of companies spending cash on capital, instead of on dividends or buybacks, lag
The Dow Jones U.S. Contrarian Opportunities Index has risen more this year than an equally weighted version of the S&P 500.
Research backs up the old Wall Street adage. So should you start planning your exit from stocks at the end of the month?
With any luck, by the time the market re-opens Monday, the stunningly weak report will be fully absorbed and diluted along with a weekend full of marshmallow bunnies, chocolate eggs and whatever other news develops. But don't bet on it.
<i>Breakfast with Benjamin</i>: Would buying one share of Warren Buffett's Berkshire Hathaway be a good savings strategy?
<i>Breakfast with Benjamin</i>: The data show companies are hiring, but virtually everything else in the economy is falling.
<i>Breakfast with Benjamin</i>: Millennials don't really care about financial advice, which is a boon for robo-advisers, but a bad sign for the advice industry.
<i>Breakfast with Benjamin</i>: The Iran nuke deal could mean even more oil coming into an already flooded market.
Simple ways to remove the currency risk are available but advisers need to find &mdash; and understand &mdash; them.
