Equities

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Index-investing purists ignoring mounting downside risks
INVESTING EQUITIES MAR 16, 2015
Index-investing purists ignoring mounting downside risks

Six years into a bull run that has seen the S&P 500 more than triple, it's time to recognize the potential benefits of active management over indexing.

Being smart about smart beta
INVESTING RIAS MAR 12, 2015
Being smart about smart beta

<i>Breakfast with Benjamin</i>: Smart beta is here to stay, so you might as well try and figure out what the heck it is.

At 85, Vanguard's John Bogle still fighting hard for index investing
INVESTING EQUITIES MAR 12, 2015
At 85, Vanguard's John Bogle still fighting hard for index investing

Mutual fund elder statesman doesn't mince words when discussing active management, and he worries about ETFs.

Small cap stocks go large on dividend payouts
INVESTING EQUITIES MAR 10, 2015
Small cap stocks go large on dividend payouts

Emerging trend could change the way advisers view income and growth.

Strong dollar is keeping the markets on edge
INVESTING EQUITIES MAR 10, 2015
Strong dollar is keeping the markets on edge

<i>Breakfast with Benjamin</i>: The wicked-fast pace of the dollar's rise has markets on edge, with other currencies unable to adapt fast enough.

In rare move, Vanguard beefs up international exposure in target date funds
INVESTING EQUITIES MAR 10, 2015
In rare move, Vanguard beefs up international exposure in target date funds

Fund giant also plans to launch lower-cost institutional series to expand its market reach.

4 ways cash drags down investors' portfolios
INVESTING EQUITIES MAR 09, 2015
4 ways cash drags down investors' portfolios

Betterment's director of behavioral finance and investing says cash isn't a good investment for anything other than the very short term.

4 ways cash drags down investors' portfolios
INVESTING OPINION MAR 09, 2015
4 ways cash drags down investors' portfolios

Betterment's director of behavioral finance and investing says cash isn't a good investment for anything other than the very short term.

Maxing out a 401(k) doesn't mean you can't keep saving for retirement
INVESTING EQUITIES MAR 09, 2015
Maxing out a 401(k) doesn't mean you can't keep saving for retirement

<i>Breakfast with Benjamin</i>: Having a maxed-out 401(k) is a good problem to have, but saving for retirement shouldn't end there.

Apple joining Dow could leave clients overexposed to tech giant
INVESTING EQUITIES MAR 09, 2015
Apple joining Dow could leave clients overexposed to tech giant

Blue chip barometer likely to get more volatile after the March 19 switch.

Smart money moving to the sidelines as earnings signal flashes red
INVESTING EQUITIES MAR 09, 2015
Smart money moving to the sidelines as earnings signal flashes red

<i>Breakfast with Benjamin:</i> Earnings signal flashing red, sending some investors to the sidelines, Gross sets a timeline, Bernanke wants the president to have more power, ETF investors hedge currencies and chase corporate bonds, and the first-year numbers behind Colorado's legal weed.

Financial adviser sentenced to 51 months for ripping off elderly clients
INVESTING RIAS MAR 09, 2015
Financial adviser sentenced to 51 months for ripping off elderly clients

Tuesday's <i>Breakfast with Benjamin</i> features an adviser sentenced to 51 months of jail time for stealing from elderly clients. Plus: Bill Gross doesn't see a rate hike till late in the year, the latest bet for oil, and a don't-miss webcast sets the stage for 2015.

INVESTING EQUITIES MAR 08, 2015
Green bonds climb as investors try to match their environmental goals

Issuance of green bonds hit $36.6 billion last year, more than six times the $6 billion issued in 2012

The smoke and mirrors of stock repurchase plans
INVESTING EQUITIES MAR 06, 2015
The smoke and mirrors of stock repurchase plans

<i>Breakfast with Benjamin</i>: These plans are all the rage, but whether they provide any benefits to shareholders is a whole different issue.

Big banks are stressing over the Fed's stress tests
INVESTING EQUITIES MAR 06, 2015
Big banks are stressing over the Fed's stress tests

<i>Breakfast with Benjamin</i>: The bar will keep rising for banks as mixed stress test results come in for some of the world's largest banks.

INVESTING EQUITIES MAR 06, 2015
Nasdaq Index: Then & Now

Drag the vertical slide left and right to compare how life has changed since 2000, the last time the popular index hit 5,000.

Did Merrill Lynch's latest high-profile recruiting coup break the bank?
INVESTING EQUITIES MAR 06, 2015
Did Merrill Lynch's latest high-profile recruiting coup break the bank?

<i>Breakfast with Benjamin</i> A record Merrill Lynch signing bonus might have pushed its monetary limit. Plus: Loving European stocks but hating the euro, taking a fresh look at gold, and protecting the nest egg from rising drug costs.

Hospital stocks ride a wave of potential insurance subsidies
INVESTING EQUITIES MAR 04, 2015
Hospital stocks ride a wave of potential insurance subsidies

<i>Breakfast with Benjamin:</i> Hospital-stock rally sparked by high court's Obamacare debate. Plus: The dollar continues to soar; how to follow the big money; and bailing out college debt is a bad investment.

What Obama's attempt to tax 529 plans says about the safety of Roth IRA assets
INVESTING RIAS MAR 04, 2015
What Obama's attempt to tax 529 plans says about the safety of Roth IRA assets

Changes could spark revolt, but 'when Congress needs dollars, they're going to get them,' one adviser says.

INVESTING EQUITIES MAR 04, 2015
What investors might be missing in the big picture

Everyone knows what inflation is, but deflation is another story. What questions should investors be asking?