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Are nontraded REIT sales back from the dead?
ALTERNATIVES JUL 12, 2018
Are nontraded REIT sales back from the dead?

Sales could hit $5.1 billion this year, up from $4.2 billion in 2017, according to Robert A. Stanger & Co. Inc.

Retirees spend their golden years on campus
RETIREMENT PLANNING JUL 11, 2018
Retirees spend their golden years on campus

As seniors flock to live near universities, Purchase College in New York is developing a retirement community.

Investors wait for financial statements from leading seller of alternative investments
ALTERNATIVES JUL 11, 2018
Investors wait for financial statements from leading seller of alternative investments

GPB, which offers private placements, also cut the distribution rate on one of its funds

MassMutual offers active target-date funds managed by T. Rowe Price
RETIREMENT PLANNING JUL 10, 2018
MassMutual offers active target-date funds managed by T. Rowe Price

Tactical asset allocation funds will be available only in MassMutual-managed plans.

Bill Gross's bond fund sees $580 million of outflows in first half
MUTUAL FUNDS JUL 10, 2018
Bill Gross's bond fund sees $580 million of outflows in first half

Withdrawals came as his fund posted the worst performance among its peers.

Recency bias: A big risk to your clients this summer
OPINION JUL 10, 2018
Recency bias: A big risk to your clients this summer

With market volatility picking up in 2018, explain to clients that markets aren't serially correlated and shouldn't inspire fear or actions that jeopardize long-term goals

Trade war fueling bond rally
FIXED INCOME JUL 09, 2018
Trade war fueling bond rally

The Treasury 10-year yield could test support at 2.75% this week as investors seek the safe haven of government debt

Bond market portends end of boom times
FIXED INCOME JUL 09, 2018
Bond market portends end of boom times

Eurodollar futures, Fed funds futures confirm sobering reality that U.S. is fast approaching end of economic expansion.

Best-performing sectors this earnings season most at risk from trade war
EQUITIES JUL 09, 2018
Best-performing sectors this earnings season most at risk from trade war

Tech, energy and materials stocks have the highest profit forecasts — and the most overseas sales.

Barclays joins Morgan Stanley in questioning small-cap rally
EQUITIES JUL 09, 2018
Barclays joins Morgan Stanley in questioning small-cap rally

Myth that smaller companies are better positioned to weather global trade war one reason cited for caution.

Where to stash your cash as tariffs kick in
FIXED INCOME JUL 06, 2018
Where to stash your cash as tariffs kick in

Gold, a traditional safe haven, has declined in recent months, damaged by the strengthening dollar.

Vanguard isn't taking in as much money; neither is anyone else
MUTUAL FUNDS JUL 06, 2018
Vanguard isn't taking in as much money; neither is anyone else

Giant asset manager's inflows were down 42% in the first half.

Texas REITs to pay $8.2 million for misleading investors
ALTERNATIVES JUL 06, 2018
Texas REITs to pay $8.2 million for misleading investors

SEC alleges money from newer UDF fund was being used to pay distributions to investors in older fund.

The newest alternative asset: Classic cars
ALTERNATIVES JUL 05, 2018
The newest alternative asset: Classic cars

Can't afford a Ferrari? You can buy a share in one for $80.

Earnings season is approaching, but all stocks care about is a trade war
EQUITIES JUL 05, 2018
Earnings season is approaching, but all stocks care about is a trade war

The S&P 500 gained just 2.9% in Q2, even as profits grew seven times as fast

Goldman Sachs poses new threat to active mutual fund managers
ETFS JUL 05, 2018
Goldman Sachs poses new threat to active mutual fund managers

Firm has created the ETF equivalent of a killer cyborg fund.

Muni closed-end funds may be ripe for tax-loss sales
MUTUAL FUNDS JUL 05, 2018
Muni closed-end funds may be ripe for tax-loss sales

The vast majority of the funds have posted a loss this year, pressured by the rising cost of leverage.

Trade war could harm Americans' retirement savings
EQUITIES JUL 03, 2018
Trade war could harm Americans' retirement savings

Concerns of tariffs disrupting overseas earnings continues to brew.

Strategists see a blowout second half
EQUITIES JUL 02, 2018
Strategists see a blowout second half

Investors have pulled $24 billion out of U.S. equity funds in the past week

Trade fight puts ETF investors on the defensive
ETFS JUL 02, 2018
Trade fight puts ETF investors on the defensive

Cash has poured into exchange-traded funds tracking consumer staples and energy, and out of holdings in industrial and financial companies.