Fixed Income

Displaying 3012 results
INVESTING EQUITIES MAR 02, 2015
Fresh rate-hike rumors will be testing investor nerves this week

<i>Breakfast with Benjamin:</i> Investors' nerves tested by rate hike talk this week. Plus: Most of the world's major oil projects are doing just fine at current price levels, retirement savings in a nutshell, and the chokehold of consumer debt.

INVESTING EQUITIES MAR 01, 2015
Go where the NBA finals go: Cleveland and Oakland looking better as investment destination

Is there Examining the correlation between success in professional basketball and the economic performance and cultural dominance of particular cities.

INVESTING EQUITIES MAR 01, 2015
Why an offense-only strategy won't succeed

Risk management is as important to long-term financial planning as the growth of investments

Socially conscious funds ranked by one-year total return
INVESTING EQUITIES MAR 01, 2015
Socially conscious funds ranked by one-year total return

The top-performing socially conscious funds broken down by category.

INVESTING RETIREMENT PLANNING FEB 28, 2015
When is a good time to convert to a Roth IRA?

<i>Breakfast with Benjamin:</i> When it's OK to convert to a Roth IRA. Plus: Two emerge as Buffett successors; recognizing seasoned financial veterans, and Asian stocks get a boost from Chinese bankers.

INVESTING MUTUAL FUNDS FEB 26, 2015
Factors to consider when choosing a 529 college savings plan

Look for automatic reallocation, inflation hedges and other features.

Fund managers warned on exotic ETFs
INVESTING EQUITIES FEB 26, 2015
Fund managers warned on exotic ETFs

As industry turns to smart beta to capture growth, product developers may need to step up stress testing.

Gundlach tests ETF waters with new active fund
INVESTING ETFS FEB 25, 2015
Gundlach tests ETF waters with new active fund

Rock star portfolio manager's new addition is the 26th exchange-traded fund launched this year but is possibly the most important as test of active management.

INVESTING RIAS FEB 24, 2015
Schwab must face adviser's lawsuit after all: appellate court

Judges said the firm must face a class-action lawsuit on mortgage debt in bond funds.

INVESTING FIXED INCOME FEB 24, 2015
Fed Vice Chair Fischer says rate hike most likely June or September

Federal Vice Chairman Fischer says the central bank is most likely to raise interest rates in June or September, although economic developments might warrant different timing for liftoff.

The bond market and the Fed are suddenly marching in lockstep
INVESTING MUTUAL FUNDS FEB 24, 2015
The bond market and the Fed are suddenly marching in lockstep

<i>Breakfast with Benjamin</i>: The bond market and the Fed are suddenly marching in lockstep, with inflation clarity coming soon.

INVESTING EQUITIES FEB 24, 2015
Putting the T back in ETF

Exchange-traded funds are exceptional tools for allocating client portfolios, but they can lose their effectiveness if implemented incorrectly.

The Fed's first interest rate hike hits another speed bump
INVESTING EQUITIES FEB 24, 2015
The Fed's first interest rate hike hits another speed bump

<i>Breakfast with Benjamin</i>: The Fed continues to hem and haw on raising interest rates. Plus: Options-based funds get it done, hedge funder spills the beans on 2015, and the outlook for oil prices is all over the map.

Jeffrey Gundlach not a fan of automakers long term
INVESTING EQUITIES FEB 24, 2015
Jeffrey Gundlach not a fan of automakers long term

Top-rated fund manager, with better record in bonds than stocks, fond of bold pronouncements.

Is OPEC about to flinch and cut oil production?
INVESTING RIAS FEB 23, 2015
Is OPEC about to flinch and cut oil production?

<i>Breakfast with Benjamin</i>: OPEC might be rethinking their strategy of flooding the market with oil to crush the fracking industry.

To improve portfolio diversification, look to technology
INVESTING EQUITIES FEB 22, 2015
To improve portfolio diversification, look to technology

Traditional, institutional, buy-and-hold asset allocation model isn't the best fit for all clients.

Getting smarter investors to move beyond an “offense-only” approach
INVESTING EQUITIES FEB 22, 2015
Getting smarter investors to move beyond an “offense-only” approach

Most respondents in new survey say they have a financial plan, on the right track but their confidence may be misplaced.

Janus unconstrained fund attracts least net new money since Bill Gross took over
INVESTING FIXED INCOME FEB 20, 2015
Janus unconstrained fund attracts least net new money since Bill Gross took over

Investors may be taking a wait-and-see approach to the fund, which received an estimated $85.6 million in January.

Here's how stocks will react to rising interest rates
INVESTING EQUITIES FEB 19, 2015
Here's how stocks will react to rising interest rates

For investors worried about how stocks will react to rising interest rates, last week's trading may provide some guidance. To wit: Following the biggest one-week jump in 10-year Treasury yields in more than a year, investors are selling the highest-yielding companies in the S&amp;P 500.

Global bankers are painting the Fed into a corner
INVESTING EQUITIES FEB 18, 2015
Global bankers are painting the Fed into a corner

<i>Breakfast with Benjamin</i> features the Federal Reserve being caught between a rock and a hard place on rate hikes. Plus: Greeks vote to kick the can down the road, Obama's tax grab looks like a blueprint for the future, and a billionaire tells Americans to spend less money