Equities

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Fed confidence in the U.S. economy starts to wane
INVESTING EQUITIES JAN 16, 2015
Fed confidence in the U.S. economy starts to wane

In Thursday's <i>Breakfast with Benjamin</i>, oil prices and consumer spending add a hint of concern about the economy to the Federal Reserve's outlook. Plus: Fido app adds new twist to stock picking, retired Franklin Resources billionaire tangles history, and BlackRock added as many ETFs as it shut down last year.

Managed futures funds shine anew, but mystery remains
INVESTING EQUITIES JAN 16, 2015
Managed futures funds shine anew, but mystery remains

As market volatility spikes and correlation between various asset classes breaks down, managed futures strategies are enjoying their day in the sun once again. But advisers need to do some heavy lifting before jumping in, because performance varies widely and fees can be extreme.

Dimensional Fund Advisors picks advisers, not stocks, and it works
INVESTING EQUITIES JAN 15, 2015
Dimensional Fund Advisors picks advisers, not stocks, and it works

With its data-driven models, the company, which puts advisers through a rigorous process before allowing them to use its funds, attracted the third-most money in 2014, behind only Vanguard and JPMorgan. Here's how.

Falling oil prices are now officially costing jobs
INVESTING RIAS JAN 15, 2015
Falling oil prices are now officially costing jobs

Friday's <i>Breakfast with Benjamin</i> covers oilfield job cuts coming hard and fast now that the oil boom is sinking. Plus: Ohio-based financial adviser charged in Ponzi scheme, movie industry hopes the Oscar nominees can drive ticket sales, and the time might be perfect to start buying stocks.

A case for getting bold on gold
INVESTING EQUITIES JAN 15, 2015
A case for getting bold on gold

On today's <i>Breakfast with Benjamin</i>, are investors ready to run back into precious metals? Plus: What a breakup of JPMorgan Chase would look like, seeing 2015 through the eyes of Jeffrey Gundlach, and the pros and cons of living in a state with no income tax.

Utility, consumer stocks can play defense when market volatility spikes
INVESTING EQUITIES JAN 13, 2015
Utility, consumer stocks can play defense when market volatility spikes

Barbell approach can help advisers manage through the volatile first quarter earnings season without ditching stocks altogether.

ETF managers, bringing in historic levels of cash, still preparing for a bear
INVESTING EQUITIES JAN 13, 2015
ETF managers, bringing in historic levels of cash, still preparing for a bear

As dollars in funds top $2 trillion, managers ready exotic products for a new market environment.

INVESTING EQUITIES JAN 12, 2015
Equity ETFs post third straight year of plus-side returns

Unexpectedly good U.S. economic news and fresh actions by central banks pushed local indexes to new records in the fourth quarter.

Hedge fund employees enjoy the fruits of their labor
INVESTING EQUITIES JAN 12, 2015
Hedge fund employees enjoy the fruits of their labor

On Friday's <i>Breakfast with Benjamin</i>, average compensation at hedge funds remains gaudy, even with performance down. Plus: Smart beta takes another step out of the shadows, the right way to clean up your portfolio, and the new Congress sets the tone by taking an early swipe at Obamacare.

Advisers preach calm, buckle in as markets bounce
INVESTING EQUITIES JAN 12, 2015
Advisers preach calm, buckle in as markets bounce

Financial advisers aren't exactly shrugging off the recent bout of stock market volatility that has ushered in the New Year, but they're also not ready to call it the start of a much larger pullback that should be addressed with portfolio adjustments.

INVESTING EQUITIES JAN 12, 2015
Buy-and-hold investors can take advantage of M&A boom

Long-term success of acquiring companies enhanced by mergers

Value managers root for more market turmoil
INVESTING EQUITIES JAN 09, 2015
Value managers root for more market turmoil

Even with a rocky start to the year, the stock market remains expensive by many measures. The S&amp;P 500 trades at a p/e of 17.8, higher than the 17.1 it sported at the last peak in 2007. Small caps are even pricier. Here's how one manager is handling it.

Nobody can accuse Bill Gross of not eating his own cooking
INVESTING EQUITIES JAN 09, 2015
Nobody can accuse Bill Gross of not eating his own cooking

Today's <i>Breakfast with Benjamin</i> features a look at how Bill Gross' own money is pumping up his new Janus fund. Plus: The Fed ponders and ponders some more, the surging dollar is poised for a pullback, another Obamacare surprise for tax-filers, and how grandchildren can derail retirement plans.

Gross: Good times over, markets set to fall
INVESTING EQUITIES JAN 09, 2015
Gross: Good times over, markets set to fall

Bond guru predicts minus signs for many asset classes.

Advisers punished for diversifying globally
INVESTING EQUITIES JAN 08, 2015
Advisers punished for diversifying globally

Assets flood non-U.S. funds, but a broader allocation comes with trade-offs in a volatile world.

Volatility in stocks expected to climb amid anxiety over oil, global growth, rates
INVESTING EQUITIES JAN 08, 2015
Volatility in stocks expected to climb amid anxiety over oil, global growth, rates

S&amp;P 500 caps first four-session loss in 13 months Monday with big decline as fear gauge spikes.

That first interest rate hike might feel like a doozy
INVESTING EQUITIES JAN 08, 2015
That first interest rate hike might feel like a doozy

<i>Breakfast with Benjamin:</i> The Fed's rate hike cycle will be different this time. Plus: Don't overlook the energy sector, new risks facing dividend stocks, and Ecuador as a retirement haven of sorts

INVESTING EQUITIES JAN 08, 2015
From big rallies to fallen (bond) kings, we saw it all in 2014

Liquid alts and robo-advice emerge as major stories

Global markets fixate on China's currency play
INVESTING EQUITIES JAN 06, 2015
Global markets fixate on China's currency play

In today's <i>Breakfast with Benjamin</i>, markets wonder if the Chinese yuan is the next shoe to drop. Plus: Notes on the default risk rising in China's dollar-denominated debt, President Obama's latest tax grab, and rolling 401(k) assets into a pension plan.

iShares says not so fast on passive investing winning the day
INVESTING EQUITIES JAN 06, 2015
iShares says not so fast on passive investing winning the day

iShares manager says money from active managers was primary driver of record 2014.