Investing

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FIXED INCOME MAR 04, 2016
What happens if the Fed goes negative?

The most obvious victims of a negative-rate environment are savers and retirees

Once unheard of, negative interest rates emerge as a viable Fed tool
FIXED INCOME MAR 04, 2016
Once unheard of, negative interest rates emerge as a viable Fed tool

Savers and retirees would suffer the most

Best junk bond manager of decade says recession fears overdone
MUTUAL FUNDS MAR 03, 2016
Best junk bond manager of decade says recession fears overdone

Fidelity's Mark Notkin sees mid-to-high single-digit returns for 2016

Value stocks poised to take the lead from growth investing
MUTUAL FUNDS MAR 03, 2016
Value stocks poised to take the lead from growth investing

A looming earnings recession favors utilities, staples, dividend-payers.

Financial advisers, analysts shrug off recession fears
EQUITIES MAR 03, 2016
Financial advisers, analysts shrug off recession fears

Meager economic growth and political fear-mongering aside, financial advisers shouldn't be overly concerned about the threat of a U.S. recession.

Gold rally takes a breather
ETFS MAR 03, 2016
Gold rally takes a breather

Some analysts say the pullback makes more sense than the rally

Morningstar's sustainability effort kicks off with ESG scores on 20,000 funds
EQUITIES MAR 02, 2016
Morningstar's sustainability effort kicks off with ESG scores on 20,000 funds

Scoring funds for social, environmental and governance factors feeds a growing investor appetite

Buffett bets on real estate with stake in Sears spin-off REIT
ALTERNATIVES MAR 02, 2016
Buffett bets on real estate with stake in Sears spin-off REIT

Attraction for the billionaire could be the REIT's right to recapture leased space at better rates.

Eaton Vance's NextShares fund meets critical reviews
EQUITIES MAR 01, 2016
Eaton Vance's NextShares fund meets critical reviews

Hybrid exchange-traded mutual fund called a 'test case', and is already receiving some skeptical reviews.

EQUITIES FEB 29, 2016
Allianz's El-Erian: What markets need from Friday's U.S. jobs report

The U.S. employment report for February will need to show continued robust job additions, higher wage growth and a labor participation rate that is edging up.

EQUITIES FEB 29, 2016
A financial adviser's favor and an odd research note that took down a $7B Ponzi scheme

<i>Breakfast with Benjamin</i> The simple gesture of a financial adviser doing a favor for a friend, and an odd research note, helped take down the Allen Stanford Ponzi scheme.

Aequitas meltdown underscores the importance of due diligence, caution
RIAS FEB 29, 2016
Aequitas meltdown underscores the importance of due diligence, caution

The alternatives platform's collapse underscores the concept that when something looks too good to be true, it probably is.

MUTUAL FUNDS FEB 29, 2016
Is your 529 college plan one of the four with Morningstar gold?

Improvements to some plans include lower fees and an added layer of investment consultants.

EQUITIES FEB 28, 2016
On guard against inflation

Warning signs of inflation have begun to appear, and advisers shouldn't be ignoring them

EQUITIES FEB 26, 2016
Hedging the risk of Congress going after Roth retirement accounts

<i>Breakfast with Benjamin</i> Is it time to start hedging the risk that Congress might renege on its Roth promise?

'Big Short' professor's fund swells in past year
MUTUAL FUNDS FEB 26, 2016
'Big Short' professor's fund swells in past year

Richard Thaler's cameo in the Oscar contending movie &#8220;The Big Short&#8221; was a rare moment of glamour for an economist who built his career studying the follies of human behavior.

EQUITIES FEB 26, 2016
The best strategy for this stock market is to own what hedge funds don't

<i>Breakfast with Benjamin</i> Turns out the key to navigating the current market environment is to do whatever hedge funds are not doing. It's that simple.

EQUITIES FEB 26, 2016
Tech stocks for dividends no longer a joke

Reason to like tech dividend payers: Most have enough cash to keep their dividends flowing for years.

MUTUAL FUNDS FEB 24, 2016
Too much gold in your investment portfolio can reduce performance

When clients want to load up on gold, financial advisers need to stress that holding more than 5% of the precious metal can weigh down their portfolios.

EQUITIES FEB 24, 2016
Rob Arnott puts a smart-beta bet on value over 'quality' stocks

Plus: Debt-fueled oil boom goes bust, anticipating Buffett's annual letter, and save some bank with these handy apps