With stocks up sharply since 2009, a lot of people have long-term capital gains in taxable portfolios and can make cost-effective tax moves by donating appreciated stock.
Investors focusing on retail sales numbers after Black Friday and signs that China's manufacturing slowed
Largest U.S. exchange-traded fund that tracks mainland Chinese stocks sank more than 7% after policy makers tightened curbs on the local debt market, fueling a rout across asset classes.
The level of noise surrounding the financial markets can interfere with sound decision-making.
Real assets making up 10% of institutional "inflation buckets."
European shares gain from cash moving off the sidelines, central bank stimulus.
With several uncertainties resolved and technical indicators pointing in the right direction, Dow 18,500 by year end attainable.
Banks, lenders extend last week's gains; automakers advance.
Start your week with <i>Breakfast with Benjamin</i>, featuring a global bond market mismatch that now has demand far outstripping supply. Plus: Loading up on stocks after retirement, how Larry Summers got it wrong, and new liquid alts players breaks it down for investors and advisers.
Didn't buy Apple stock this year? Shares of the world's largest company rose four times more than the S&P 500 as chief executive Tim Cook's product plans eased concern over the company's future growth. Plus other missed opportunities of the year.
Efforts to stimulate economic growth boosts investor sentiment; S&P up 11% this year.
On today's midweek <i>Breakfast with Benjamin</i>, former Fed chairman Alan Greenspan talks fear of bubbles. Plus: Catching a ride on Japan's QE wave, Russia is sweating over low oil prices, and a union stalemate could lead to lower-cost Christmas trees.
After the legions of market savants missed out on hundreds of billions of dollars in gains this year anticipating a tumble in bonds, you'd think they would have found another target. You'd be wrong.
S&P 500 up 11% from October lows; trading slows ahead of Thanksgiving holiday.
With massive bond buying program over, investors seek hints of rate hike plan.
Start the week off with <i>Breakfast with Benjamin</i>, featuring an adviser pulling a Ponzi scheme on his own mother. Plus: JPMorgan settles with mineral-rights owners, becoming a 'financial catch,' and using dividend stocks to be like Warren Buffett.
Focus on Japan after unexpected stimulus boost, early election call.
Tuesday <i>Breakfast with Benjamin</i>: Why the Fed's first interest rate hike could be pushed off even further. Plus: What happens when all asset classes stand still, cutting into timber investments, and a Goldman hedge fund swings and misses on interest rates
Significant, obvious differences among long/short equity strategies make it critical that investors understand what to expect
