Equities

Time for advisers with clients whose portfolios are near a peak in stocks to preach caution.

Assets in ETFs designed to lessen volatility climb 15% in the first five weeks of the year.

Finding precious few opportunities, some active portfolio managers are sitting on big piles of cash

The ETF pioneer, whose lineup suffered the largest redemptions in history last month, aggressively cut prices on nearly a third of its funds. <i>(Don't miss the latest performance data and analysis on <a href=&quot;http://www.investmentnews.com/section/featurelist/20150119/ETFQ42014&quot; target=&quot;_blank&quot;>equity and fixed income ETFs</a>.)</i>

<i>Breakfast with Benjamin:</i>Annuity sellers fighting for IRAs. <i>Plus:</i> What's good for consumer isn't for business; another perspective on how much size matters; adviser tech world rocked; and how to join the 1%

Volatility at the start of this year has many investors concerned about their exposure to equities, but advisers must put short-term market events in context and keep investors focused.

Fund manager says buying hated stocks 'requires patience and courage of conviction.'

<i>Breakfast with Benjamin</i>: Warren Buffett wants President Obama to approve the Keystone pipeline. Plus: Rocky Mountain high tax revenues, ECB puts Greek debt in the doghouse, and institutional investors are bullish and careful.

Societe Generale economist says the 'dollar economy' is going the wrong way.

2015 could be the year smart beta converts naysayers, as investors face market head winds that make returns hard to come by. </br><b><i>(Plus: <a href=&quot;http://www.investmentnews.com/section/specialreport/20150201/SMARTBETA2015&quot; target=&quot;_blank&quot;>Our full smart beta special report</a>)</b></i>

<i>Breakfast with Benjamin</i>: Retail sales are not supposed to slump when gas prices are low, so where's that money going? Plus: Larry Summers advises the Fed against hiking rates, how to use good food to attract new clients, and rich people get another cool perk just for being rich.

Today's <i>Breakfast with Benjamin</i> features Gen Y and Gen X causing the the pace of 401(k) plan contributions to hit new heights. Plus: The ABCs of a hot REIT market, biotech stocks under the microscope, and something you might have in common with Bill Gates.

According to the fund giant, investors are taking on portfolio risk not seen since 1999 or 2007, and advisers need to adjust client expectations for low-return markets.

With oil down 50%, talk of tail events is bubbling up again. Be prepared when clients ask about them.

Today's <i>Breakfast with Benjamin</i> features the case for investing in Russia looking great, at least on paper. Plus: Hedge funds are still shorting oil, will the big snowstorm close the financial markets, and how to pick the right IRA for your clients.

These are the bets that saved or ruined portfolios in 2014. Beware: There's absolutely no guarantee they'll do the same thing next year.

<i>Breakfast with Benjamin</i>: Could $20 oil really happen? According to Citigroup, It's impossible to call a bottom point. Plus: Morningstar crowns the 'best' liquid alts fund, another oil producer feels the pain, and the case for active management gets stronger.

2015 is shaping up to be a better year for active equity management.

Advertising in the Super Bowl doesn't mean a company is a good investment, as generally there's been no connection between an advertiser shelling out millions for a 30-second commercial and the company's stock price.

In Friday's <i>Breakfast with Benjamin</i>, the downside of a multi-year bull market in stocks: Investors get overconfident. Plus: If oil drops to $30 look out below, not all hedge fund workers are rich, and what the IRS is looking for now.