<i>Breakfast with Benjamin</i>: If you thought 2014 was a rough year for mutual fund capital gains taxes, you might want to start adjusting those portfolios to avoid a repeat.
As clients clamor for more income, there are eight alternative assets that emerge as viable options
The trick is knowing when and where to move in or out.
Strategies designed to ride market waves provide the best upside in a market that points down.
Often overlooked by advisers, these noncorrelated strategies can fit well in a thoughtfully constructed portfolio
Topping the list of the best-performing exchange-traded funds of the past 10 years is the PowerShares Dynamic Pharmaceuticals Portfolio, with an eye-popping return of 420%.
<i>Breakfast with Benjamin</i>: Turns out, rare trips to the U.S. by a Pope have not always been good for stocks.
Change in focus away from jobs and inflation could mean increase is off the table until global economies recover.
Risk parity comes under scrutiny for its potential impact as prices slumped. The upshot: Maybe not
More takeovers may follow Strategic Hotels, BioMed deals as REIT shares offer 15% discount to buying individual buildings.
With the $3 trillion in exchange-traded funds worldwide expected to double by 2020, the powerful bank is preparing to launch its first line of them.
New analysis suggests the difference between top and bottom unconstrained funds was Treasury exposure and the effectiveness of the manager's market timing.
Allowing mutual funds to flip a switch and turn on exit fees for investors on a moment's notice seems reactionary and short-sighted.
<i>Breakfast with Benjamin</i>: Lynn Tilton is now being charged with 'grossly' mismanaging $100 million in investor assets, which she denies.
<i>Breakfast with Benjamin</i> The atrophy of the manufacturing sector as commodity prices wane is wreaking havoc on a number of advanced economies.
Plus: Goldman's Cohen says don't chase high-dividend stocks, university endowments become hedge funds, and companies are taking the carbon tax threat seriously
Jamie Dimon, JPMorgan's chief executive officer, said bond prices could move violently when the Federal Reserve raises interest rates rise.
Central bank cites cloud of concern over weakness of the global economy, surging U.S. dollar and sleepy economy, but some advisers said the Fed should have lifted rates.
New ActiveBeta funds, which try to beat the market, give Goldman a foothold in ETFs.
<i>Breakfast with Benjamin</i>: Janet Yellen's September delay could lead to a December repeat of the taper tantrum.
