Equities

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INVESTING RIAS AUG 12, 2014
What last week's junk bond selloff means for stocks

Today's <i>Breakfast with Benjamin</i> looks at the impact of the junk bond selloff, Morningstar's approach to nontraditional bond funds, how higher rates will ripple across the economy, and much more.

INVESTING EQUITIES AUG 12, 2014
Jeffrey Gundlach's bold bet on interest rates is paying off

DoubleLine Total Return Bond Fund gains assets on unconventional strategy; competitors falter.

INVESTING EQUITIES AUG 10, 2014
Catching the next technology wave

INVESTING EQUITIES AUG 07, 2014
How to help clients take on the right amount of risk

Careful attention to portfolio construction can keep your clients from making financial decisions driven by emotional reactions.

INVESTING EQUITIES AUG 06, 2014
Global markets collide with geopolitics as Obama orders airstrikes in Iraq

Friday's <i>Breakfast with Benjamin</i> feature: Global markets collide with geopolitics as Obama orders airstrikes. Plus: Gold bugs rejoice; a senator takes parting shot at Wall Street; hidden risks in mutual funds; and find your perfect TV office.

INVESTING RIAS AUG 06, 2014
Dilbert creator cracks wise on financial advisers

<i>Breakfast with Benjamin:</i> Goldman Sachs expects stock and bonds to go their separate ways. Plus: Scott Adams takes on advisers; Putin tosses the sanctions into Obama's court; the Treasury builds a cash stockpile; home-equity loans facing wave of defaults; and can we blame IPOs for last week's market selloff?

INVESTING EQUITIES AUG 06, 2014
Cash holdings finally getting some respect

Funds, and investment gurus the likes of Warren Buffett, are augmenting their cash positions as volatility enters the market.

INVESTING EQUITIES AUG 04, 2014
Timing charitable gifts to avoid an inversion's tax bite

Shareholders of companies who expatriate must carefully time stock donations.

INVESTING EQUITIES AUG 04, 2014
Barack Obama's attempt to both embrace and shun the financial markets

On today's <i>Breakfast with Benjamin</i> menu: Obama's attempt to embrace and shun markets. Plus: Volatility awakens nervous investors; crowdfunding and crowd funding; building your own hedge fund made easy; and bacon prices soar because we Americans just love that greasy stuff.

INVESTING EQUITIES AUG 04, 2014
Where the returns were (and weren't) in July

Investors in both bonds and stocks had to look far and wide to post gains last month.

INVESTING EQUITIES AUG 04, 2014
As volatility returns to market, some advisers prepare for a 10% correction

Thursday's stock market sell-off eases, but some advisers see the potential for rising volatility and a correction.

INVESTING EQUITIES AUG 01, 2014
Buckling in for market volatility

<i>Breakfast with Benjamin:</i> Market volatility headed your way. Plus: Hidden ETF risks, Buffett hoards cash, SEC whistleblowers come out of the woodwork, the upside of passive real estate investing, and how Millennials blow through their money.

INVESTING EQUITIES AUG 01, 2014
Market slide gains momentum

Today's <i>Breakfast with Benjamin</i> looks at what the jobs report could mean for stocks, Argentina's strategy of denial and Federal Reserve data cherry-picking.

INVESTING EQUITIES AUG 01, 2014
Global selloff, weak earnings send stocks to big loss

S&amp;P 500 posts first monthly loss since January; Dow erases gains for the year.

INVESTING EQUITIES JUL 31, 2014
Barclays offers ETN wagering on corporates with female leaders

Jumping on trend, UK bank follows on the heels of Sallie Krawcheck's new fund launched last month.

INVESTING EQUITIES JUL 30, 2014
Argentina fails to negotiate its way out of default

<i>Breakfast with Benjamin:</i> Argentina defaults. Plus: Fund managers deal with Argentina bond exposure; the Fed's-eye view of unemployment; fallout from Russian sanctions; San Bernardino goes to pot; and a cannabis stock rally adds a new twist to buying high.

INVESTING EQUITIES JUL 30, 2014
Stock market still confounding naysayers

The market's resiliency underscores its solid foundation, emphasizes critical underpinnings of monetary policy, corporate earnings.

INVESTING EQUITIES JUL 30, 2014
How investors should factor global unrest into their portfolios

How should you factor in global turmoil into your client's portfolios? Well, for starters, Russian stocks look cheap but should be underweighted while Israeli stocks offer potential upside.

INVESTING EQUITIES JUL 29, 2014
Advisers and investors take new military action in stride

Day after Obama authorizes new round of air strikes in the Middle East, oil drops. What gives?

INVESTING EQUITIES JUL 29, 2014
An investment strategy that works

<i>Breakfast with Benjamin:</i> How to get into stocks. Plus: One veteran trader's big worries; why you need to have a business continuity plan; high quality bonds are scarce; no summer doldrums this wee; and a lesson from the king. Burger King.