<i>Breakfast with Benjamin</i>: The firm is closing or consolidating 20 money market funds with $200 billion in assets.
Prudential Investment Management CEO David Hunt echoes JPMorgan's Jamie Dimon in warning about shortage of U.S. Treasuries.
<i>Breakfast with Benjamin</i>: Now might be a good time to start bracing for a Greek default, as the probability has never been as high.
The answer to which strategy is best will depend on the scenario in question.
<i>Breakfast with Benjamin</i>: Bill Gross calls out the 10-year German bund, but you'll want to wait more than a year for the end of Europe's easing.
<i>Breakfast with Benjamin:</i> Japan takes over as America's biggest creditor but China is right behind. Plus: More banks abandon student loan biz, Colorado's weed tax bummer, and where banking is still beyond at least 2 billion people.
It's important to position portfolios both to gain from rising U.S. Treasury yields and to hedge against global risks in the bond markets.
<i>Breakfast with Benjamin</i>: Could dividend stocks actually be a better deal than an annuity for income investors?
Schwab sees cash serving an important purpose in allocations, providing a source of stability, downside protection and diversification while improving relative total return
Ultralow interest rates and longer lifespans means tried-and-true rule for savers goes out the window.
Advisers could help clients by considering an increased allocation to floating-rate bonds.
With any luck, by the time the market re-opens Monday, the stunningly weak report will be fully absorbed and diluted along with a weekend full of marshmallow bunnies, chocolate eggs and whatever other news develops. But don't bet on it.
SEC Chairwoman Mary Jo White said reforms would “fundamentally change” funds. She was right.
This year, the regulator says it will explore risks associated with increasingly popular alternative investments designed to generate high yields amid low interest rates “as investors are more dependent than ever on their own investments for retirement.”
Bill Gross' bet that the dollar's rally won't continue helps his fund post 2.4% returns in the past month.
<i>Breakfast with Benjamin</i>: The data show companies are hiring, but virtually everything else in the economy is falling.
The risk-management tool is a Catch-22 for fixed income investors who need to think big picture.
Simple ways to remove the currency risk are available but advisers need to find &mdash; and understand &mdash; them.
Scott Mather and team buying government-backed bonds, boosting mortgage allocation to 30% from 20% before Bond King's exit.
<i>Breakfast with Benjamin</i>: The first quarter ends with a thud, and now everybody can start worrying about a rate hike.
