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.
Barbell approach can help advisers manage through the volatile first quarter earnings season without ditching stocks altogether.
As dollars in funds top $2 trillion, managers ready exotic products for a new market environment.
Unexpectedly good U.S. economic news and fresh actions by central banks pushed local indexes to new records in the fourth quarter.
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.
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.
Long-term success of acquiring companies enhanced by mergers
Even with a rocky start to the year, the stock market remains expensive by many measures. The S&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.
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.
Bond guru predicts minus signs for many asset classes.
Assets flood non-U.S. funds, but a broader allocation comes with trade-offs in a volatile world.
S&P 500 caps first four-session loss in 13 months Monday with big decline as fear gauge spikes.
<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
Liquid alts and robo-advice emerge as major stories
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 manager says money from active managers was primary driver of record 2014.
On today's <i>Breakfast with Benjamin</i>, brave bond fund managers are starting to gobble up the debt from beaten down energy companies. Plus: Home prices are being held down by oil, top 401(k) plan trends, and what the IPO market looks like for 2015.
At a time when U.S. stocks are beating the rest of the world, Sarah Ketterer mostly invests overseas. And at a time when index funds and exchange-traded funds are ascendant, she invests the old-fashioned way: She scouts for well-run companies and buys them when they look cheap.
'The only thing that's working right now is the S&P'
The latest data on target date funds through the fourth quarter of 2014, including a look at how J.P. Morgan has thrived in the space.
