Investors' fear of rising interest rates is driving down shares of companies like Lockheed Martin, which makes the F-16 Fighting Falcon fighter jet, that pay high dividends. Some strategists suggest keeping at least a little exposure to these stocks as a bond substitute.
<i>Breakfast with Benjamin:</i> Backing off the big bounce. Plus: Bill Gross confesses, Bank of America pays for cheesy marketing tactics, investing in wind energy and an urgent reminder to change those passwords
<i>Breakfast with Benjamin:</i> The latest IPO candidate has filed, and its numbers are 'insane.' Plus: Currency traders on their way to extinction, hedge fund managers boost gold bets (mostly), small cap strategies rule, two powerful women on Wall St. could be out of work and an Olympic update.
<i>Breakfast with Benjamin:</i> One IPO hoping investors have a short memory. Plus: Bracing for weaker earnings, here comes Fed meeting minutes, bond market opportunities, shoving investors toward behavioral finance and refusing LinkedIn requests.
<i>Breakfast with Benjamin:</i> An old manufacturer goes high tech and why its earnings still matter. Plus: Emerging-markets stocks bounce as the dollar slides; the stock market's frayed nerves; and a little corporate board turnover can go a long way toward stock performance.
<i>Breakfast with Benjamin:</i> Bank ETFs ride the choppy waves of Yellen-speak. Plus: Still waiting for Treasury yields to spike, new love for intermediate-term bond funds, hot stocks ahead of earnings reports, and even gold bugs are starting to worry about the precious metal's decline
<i>Breakfast with Benjamin:</i> At some point in the first quarter, investors got defensive. So what does that mean now? Plus: It's all about Friday's jobs report, Michael Lewis calls out the stock market for being rigged, Obamacare investing risks and opportunities, and will Janet Yellen spook the market again?
<i>Friday's menu:</i> Where investors go when BRICs crack. Plus: How advisers can &mdash; and should &mdash; deal with male and female clients, mounting sanctions drive Russia toward China for economic help, investor class-action lawsuits spike, and saving money on travel.
Markets move quickly and can take us on a roller-coaster ride; the key is to keep emotions in check.
<i>Breakfast with Benjamin:</i> Markets wake up to China's economic slowdown. Plus: Soros deters British EU exit, an all-ETF retirement portfolio, rethinking cash-rich tech companies, undervalued Wall Street banks, and test your investor profile (for fun).
Industrials to consumer spending to drug research look good. Here's why.
After a rip-roaring 2013 and an early chill in 2014, stocks are either on the cusp of a correction or poised for further gains. Bonds, meanwhile, still face rising rates at some point, with tapering in full swing. What's an investor to do?
Consultants, insitutional clients watch closely as firm deals with alleged Gross-El-Erian feud.
New American Funds offering seeks to take advantage of strong payouts but some doubt strategy.
Investors wisely ignore calls to short or sell Russian stocks
<i>Breakfast with Benjamin:</i> It's the weather. Repeat. Plus: Congress sticks with its attack on mortgage interest deductions, high-speed traders and you, investing in stock splits, and here's how much you should have saved for retirement.
<i>Breakfast with Benjamin:</i> Is it time to short energy stocks, given the Russian rabble rousing? Plus: Gold's reaction to Fed chief Yellen, Candy Crush IPO's dizzy math, how to retire with $1M, and at tax time, age counts (the younger, the better).
<i>Breakfast with Benjamin:</i> Women-run retirement funds have consistently higher returns than those run by men. Here's why. Plus: Four data points to watch this morning, dealing with a bankrupt hedge fund, how the FBI is watching high-frequency trading, and April Fool's Day around the web.
Longtime Wall Streeter James Cahill's firm trains ex-military members for finance jobs.
<i>Breakfast with Benjamin:</i> How the Russia situation could hit the economy. Plus: JPMorgan abandons its commodities business, Morningstar's deep dive into the Pimco mess, expect the expected from Yellen today, retirees give Boomers the playbook, and, big surprise, short-sellers badmouth stocks.
