Returns in 2015 may be less than half of the 8.6% logged in 2014.
<i>Breakfast with Benjamin:</i> Fresh talk of extending QE is a sign that the markets just want more. Plus, gold shines bright among the carnage, learning to love leverage, and more.
This week's must-read stories for advisers include employment drama at LPL and Merrill, Bill Gross speaking out, and a renewed push for more women in advice.
<i>Breakfast with Benjamin:</i> When in doubt, follow bonds' lead. Plus: Consumer spending to the rescue, Johnson replaces Johnson at Fidelity, and more.
A lot of downside risk in fixed income has been removed and investors should take advantage of strong investment opportunities that have formed in the bond market.
If you can withstand early bumps, growing economy will justify stock market gains.
Despite hunger for risk with stock rally, appetite also strong for world's safest asset.
Despite record revenue at UBS Wealth Management Americas, profits fell in the second quarter as the firm reported that it had to set aside $44M for litigation costs, mostly related to the firm's investments in Puerto Rico.
Muni bond funds face ongoing Puerto Rican woes as Franklin Templeton and OppenheimerFunds challenge legality of Puerto Rican debt law
The bond market, unparalleled in predicting shifts in the U.S. economy over the decades, has a message: Interest rates aren't going to rise as high as even the Federal Reserve's own forecast.
The pros and cons of the Total Return Fund and Total Return ETF in the wake of Bill Gross' departure
Catch up on this week's must-read stories for advisers, including the latest post-Gross Pimco developments, a robo-adviser launched by two financial media titans, and more.
Friday's <i>Breakfast with Benjamin</i> menu: The market's jolt puts liquid alt strategies in the spotlight. Plus: Minding the next threshold for stocks, reminding clients to buy on the dip, Fed missed the mark on inflation, and don't forget to worry about China.
Fund managers looking for signs of stability at both Pimco and Janus following dramatic move.
Here's a hint: They're short-term bond funds that can provide safe places to park money, and provide a little yield and return in place of holding cash
For <i>Breakfast with Benjamin</i> today: Stock climb to continue. Plus: Loving and hating the strong dollar, China sets up for a currency fight, more spooky details in the JPMorgan hack attack, Pimco's slippery marketing gambit, short-sellers bet on the rally, and drones shape up as niche investment strategy.
“Monolithic” central bankers still see slack in the labor market and no signs of inflation.
Pimco claims a trademark over the macroeconomic forecast Gross calls 'critical.'
With all eyes on the Fed, Nuveen's Bob Doll explains why the U.S. market rally should continue.