Investing

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RIAS SEP 03, 2015
Investment manager who bilked $43 million from ex-Red Wings star Sergei Fedorov convicted

<i>Breakfast with Benjamin</i>: Investment manager Joseph Zada could face 20 years in prison after being convicted for bilking ex-Detroit Red Wings star Sergei Fedorov (pictured) out of $43 million.

Post-crash behavior will lead to Dow 20,000
EQUITIES SEP 03, 2015
Post-crash behavior will lead to Dow 20,000

The current correction gives the bears the most ammunition to claim that a new bear market has started. But don't jump to conclusions just yet because history suggests otherwise.

The biggest market risk right now might be trying to time this market
EQUITIES SEP 03, 2015
The biggest market risk right now might be trying to time this market

<i>Breakfast with Benjamin</i>: The stock market is clearly shaky, but trying to time it is a fool's game.

Wild market ride creating entry points for long-term investors
EQUITIES SEP 03, 2015
Wild market ride creating entry points for long-term investors

The stock market roller-coaster ride showed some signs of relative calm Wednesday, but not all market watchers are ready to claim the worst is over.

In Puerto Rico, a good thing gone bad for UBS
EMERGING MARKETS SEP 02, 2015
In Puerto Rico, a good thing gone bad for UBS

Investor claims pile up as the territory sinks in the downward spiral of a government debt crisis.

Puerto Rico outlines plan to clear higher debt-restructuring hurdles
MUTUAL FUNDS SEP 02, 2015
Puerto Rico outlines plan to clear higher debt-restructuring hurdles

BlackRock says commonwealth is facing a 'real solvency issue' as the risk of additional debt defaults increases.

LPL and Wells Fargo's bold calls predict as much as 9% return on stocks this year
EQUITIES SEP 02, 2015
LPL and Wells Fargo's bold calls predict as much as 9% return on stocks this year

In the face of a spike in market volatility, the two firms are doubling down on surprisingly bullish predictions that the S&amp;P 500 will close out the year notably higher than where it started.

Pension giant CalSTRS ponders dumping $20B in stocks and bonds in favor of alt strategies
EQUITIES SEP 02, 2015
Pension giant CalSTRS ponders dumping $20B in stocks and bonds in favor of alt strategies

<i>Breakfast with Benjamin</i>: CalSTRS, the country's second-largest pension fund, considers moving $20 billion out of traditional investments and into alternatives.

Flash crashes make headlines but have little economic impact: Citigroup
EQUITIES SEP 02, 2015
Flash crashes make headlines but have little economic impact: Citigroup

Researcher cites four examples of extreme market moves that failed to derail the recovery.

ALTERNATIVES SEP 02, 2015
How to think about alternatives

Once the exclusive domain of institutional investors, alternatives have become widely available to advisers and investors. They've gained popularity in large part because they promise diversification beyond traditional stocks and bonds.

Advisers who fled Pimco Total Return pay a price in 2015
FIXED INCOME SEP 02, 2015
Advisers who fled Pimco Total Return pay a price in 2015

Funds that won money from Pimco lag Bill Gross' replacements this year, but advisers say it will take more than a few months of outperformance to win back their business.

As stock market enters correction, some advisers look to buy
EQUITIES SEP 02, 2015
As stock market enters correction, some advisers look to buy

With the stock market's correction no longer a matter of if, some market watchers and financial advisers have taken to preaching a sense of calm as investors hunker down for a heretofore rare bout of volatility, not a bear market.

Berkowitz's Fairholme Fund beating its peers amid rising volatility
EQUITIES SEP 01, 2015
Berkowitz's Fairholme Fund beating its peers amid rising volatility

Big gains in Sears, St. Joe help $5.9 billion fund avoid heavy losses as stocks drop.

EQUITIES SEP 01, 2015
Go-anywhere bond funds have failed to go anywhere positive over the past year

<i>Breakfast with Benjamin</i>: Nontraditional bond funds that sounded too good to be true are looking like a bust, so far.

As volatility continues, more mutual funds go to cash
EQUITIES SEP 01, 2015
As volatility continues, more mutual funds go to cash

Amid market volatility, more mutual funds are playing it safe, but should they be sitting on the sidelines?

Goldman Sachs' BDC launch signals high-yield investments on the rise
ALTERNATIVES SEP 01, 2015
Goldman Sachs' BDC launch signals high-yield investments on the rise

Financial advisers would be wise to bone up on the asset class because they'll be getting sales pitches.

FIXED INCOME AUG 31, 2015
Put your bond manager to the liquidity test

Bond market liquidity is drying up &#8212; something every investor and financial adviser should take seriously. But liquidity risk can also provide an additional source of returns.

Making bigger bets with smaller portfolios
EQUITIES AUG 31, 2015
Making bigger bets with smaller portfolios

A fund with a limited number of stocks might outperform in volatile markets

EQUITIES AUG 31, 2015
Finding hidden gems in global small caps

They're less expensive than their U.S. counterparts and can lower portfolio volatility.

Wild market volatility puts fresh focus on workings of ETFs
ETFS AUG 28, 2015
Wild market volatility puts fresh focus on workings of ETFs

Intraday trading is makes exchange-traded funds special but can also make them dangerous, market players say.