Investing

Displaying 13174 results
The S&P 500 Index is giving investors plenty of international exposure
EQUITIES AUG 13, 2015
The S&P 500 Index is giving investors plenty of international exposure

<i>Breakfast with Benjamin:</i> Companies in the S&amp;P 500 are generating less and less of their income in the U.S., which means investors might have more exposure to international markets than they think.

RETIREMENT PLANNING AUG 13, 2015
Oil needs to keep falling to find its supply balance

<i>Breakfast with Benjamin:</i> An expected drop in crude prices to $30 to $40 a barrel this fall might not be enough to balance global oil markets.

Unwinding the Fed's giant bond portfolio might not hurt much
EQUITIES AUG 13, 2015
Unwinding the Fed's giant bond portfolio might not hurt much

<i>Breakfast with Benjamin:</i> For bond investors worried about what might happen when the Fed starts whittling down its $2.46 trillion of Treasuries, there's good news.

Edward Jones: Stick to the classic bond flavors when rates rise
ALTERNATIVES AUG 13, 2015
Edward Jones: Stick to the classic bond flavors when rates rise

While alts have risen in popularity as a way to hedge Fed action, their usefulness is overstated, says strategist

Rally in big company stocks testing mettle of smart beta fans
EQUITIES AUG 13, 2015
Rally in big company stocks testing mettle of smart beta fans

Amazon.com, Google and other megacap companies driving market-weighted indexes while equal-weighted compatriots are falling behind.

Do fund sales predict fund performance?
MUTUAL FUNDS AUG 12, 2015
Do fund sales predict fund performance?

A new study looks at the evidence and finds a link between flows and performance. The question is why.

How to not get gobbled up when the next bear market arrives
EQUITIES AUG 12, 2015
How to not get gobbled up when the next bear market arrives

<i>Breakfast with Benjamin</i>: Avoid these investing missteps when the next bear rumbles through the market.

Don't wait till year-end to offer tax tips to high-net-worth clients
PRACTICE MANAGEMENT AUG 12, 2015
Don't wait till year-end to offer tax tips to high-net-worth clients

Advisers should take action now and proactively suggest tax-management strategies to clients rather than waiting for them to approach you.

EQUITIES AUG 12, 2015
Which presidential candidate is most like you

Falling commodity prices draw speculators and speculation
EQUITIES AUG 12, 2015
Falling commodity prices draw speculators and speculation

Even with crude oil now hovering around $45 a barrel, there is debate over whether it is time to buy or steer clear of the global commodity.

Investors flee nontraditional bond funds at the worst possible time
ALTERNATIVES AUG 12, 2015
Investors flee nontraditional bond funds at the worst possible time

Untested category suffers $4B in net outflows this year as it is about to be tested by higher rates.

Pimco says regulators considering action over Total Return ETF valuations
FIXED INCOME AUG 12, 2015
Pimco says regulators considering action over Total Return ETF valuations

The bond manager said regulators are looking into how the firm valued some mortgage-backed securities in the exchange-traded fund version of its flagship Fund.

Investors in unconstrained bond funds capturing less than half of returns: Morningstar
MUTUAL FUNDS AUG 12, 2015
Investors in unconstrained bond funds capturing less than half of returns: Morningstar

Advisers need to provide better guidance so that clients get into &amp;mdash; and out of &amp;mdash; nontraditional bond funds at the right times.

ALTERNATIVES AUG 11, 2015
China in the bull shop

As China sorts through a serious market plunge and economic contraction, overexposure can slice into gains

China's dilemma: Is it 1987 or 1929?
EMERGING MARKETS AUG 11, 2015
China's dilemma: Is it 1987 or 1929?

If Chinese policymakers don't alter course soon, the current correction could turn into a stock market plunge similar to what happened in the United States in 1929.

SEC denies active ETF proposal as NextShares launches salvo against competitors
ETFS AUG 11, 2015
SEC denies active ETF proposal as NextShares launches salvo against competitors

Eaton Vance looks to win the &quot;VHS/Betamax war&quot; for the future of actively managed investments.

Advisers say China drop isn't done yet, but calm clients on the downslide
EMERGING MARKETS AUG 11, 2015
Advisers say China drop isn't done yet, but calm clients on the downslide

It's premature to think Chinese stocks are over the worst, but investing for the long term changes the picture.

DoubleLine's Jeffrey Gundlach says $40 oil is something to worry about
EQUITIES AUG 10, 2015
DoubleLine's Jeffrey Gundlach says $40 oil is something to worry about

<i>Breakfast with Benjamin</i> DoubleLine's Jeffrey Gundlach believes $40 oil is something investors should be worried about.

Facebook stock-fraud venture lands fund manager in hot water
EQUITIES AUG 10, 2015
Facebook stock-fraud venture lands fund manager in hot water

<i>Breakfast with Benjamin</i>: Tampa-based fund manager to plead guilty to investment fraud in relation to $9M worth of Facebook stock he purchased then sold and was caught short when the stock price rebounded.

MUTUAL FUNDS AUG 10, 2015
State Farm hit with excessive fees suit over target date funds

Plaintiffs accuse firm of receiving almost half of the management fees while a sub-adviser did most of the work.