Exchange-traded fund portfolio builder gets Wells notice from SEC.
Two top-ranked iShares Core exchange-traded funds are both cheap, but their holdings and exposure are quite different.
Some of the smartest investors, like John Paulson, are bad role models in their choice of exchange-traded funds, which are often celebrated for their low costs.
<i>Breakfast with Benjamin:</i> What's it mean when bears capitulate? Plus: The housing market recovery and homebuilder ETFs; 529s not so popular and here's why; Apple's big news; and the long-term-care insurance question.
A big issue for advisers and investors is the ever-expanding universe of ETFs.
The funds include iShares' target-date lineup and Pimco's foreign-bond trackers.
BlackRock, fielding question on rival Vanguard, says it's best suited to educate the market about the power of ETFs.
But funds are built differently and due diligence is critical.
Lower broker-dealer bond inventories and growing use of high-yield funds could test markets, increase price swings.
New measures aim to combat challenge of assessing performance; investible products may not be far behind.
<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.
Underlying risk metrics suggest the Pimco Total Return Fund continues to have a tough time beating competitors.
Jumping on trend, UK bank follows on the heels of Sallie Krawcheck's new fund launched last month.
Guggenheim says the global rise of the middle class could yield returns for U.S. investors.
The mutual fund giant pulls a Vanguard by undercutting the market with a suite of deep ETFs at the lowest cost.
<i>Breakfast with Benjamin:</i> Looking past all the geopolitical risk. Plus: U.S. investors finally start diversifying overseas, what's not to like about a marijuana ETF, how the Millennial generation slept through the bull market run, and a tribute to a fund industry critic.
BlackRock is ramping up its fight with Vanguard Group for U.S. retail investors by doubling the number of funds in its low-fee “core” series.
<i>Breakfast with Benjamin:</i> What bond investors can learn from Lebron James. Plus: Gold: It all depends on the Fed; commodities as a geopolitical hedge; investing in women; and golf stocks come up short.
In the world of financial market push-me-pull-you, there is nothing quite like the counterintuitive reality of market volatility, which is currently lower than it has been in years. Commonly dubbed the “fear index”, the Chicago Board Options Exchange Volatility Index (VIX) is languishing near its lowest point since 2007. If fear, as measured by volatility, is low, that's a good thing, right? Sort of.
