Even if an investor didn't sell shares in a fund this year, if a manager took profits or sold to meet redemptions, the investor shares in the tax burden.
Legg Mason CEO Joseph Sullivan said a “transition” of assets is under way in the bond industry after the departure of Bill Gross from Pimco to Janus Capital prompted investors to set billions of dollars in motion..
Investors looking to diversify and add growth potential to their equity portfolios shouldn't be frightened by Europe's macroeconomic malaise.
Two companies in Nicholas Schorsch's REIT empire have settled their dispute as RCS Capital Corp. agrees to pay American Realty Capital Properties to back out of its deal to buy Cole Capital.
European shares rally on stimulus hope while U.S. Stock futures trade flat.
On today's <i>Breakfast with Benjamin</i> menu, some oil producers have a lot to lose from cheap oil. Plus: Merrill brokers are heading for greener pastures, activist investors are taking over, and tune up your holiday tipping practices.
Tuesday's <i>Breakfast with Benjamin</i> features bond sales hitting a new record as rate hikes loom. Plus: Bracing for a global currency war, falling oil prices catch fund managers by surprise, and making 2015 the year of the maxed-out 401(k).
Performance makes funds seem bedeviled, but sometimes curse lifts.
<i>Breakfast with Benjamin:</i> Oil traders put on their seatbelts. <i>Plus:</i> Hedge funds becoming mutual funds; it's going to be a good holiday for tech gadget junkies; and the big difference between a purebred heritage turkey and the one you'll probably be eating tomorrow.
With stocks up sharply since 2009, a lot of people have long-term capital gains in taxable portfolios and can make cost-effective tax moves by donating appreciated stock.
Investors focusing on retail sales numbers after Black Friday and signs that China's manufacturing slowed
'Swallowing hard' and sending checks to clients, Guggenheim sticks with strategy for advisers.
Wall Street strategists have crunched a lot of numbers recently in an effort to answer a simple question: Why have active fund managers done such a lousy job picking stocks this year?
On Thursday's <i>Breakfast with Benjamin</i> menu, the Government Accountability Office solves the riddle of the multimillion-dollar IRA. Plus: Oil stocks bounce on the Senate's Keystone 'no' vote, seniors can't wait for Social Security, and strippers pose a threat to the '1099 economy.'
Largest U.S. exchange-traded fund that tracks mainland Chinese stocks sank more than 7% after policy makers tightened curbs on the local debt market, fueling a rout across asset classes.
The level of noise surrounding the financial markets can interfere with sound decision-making.
Single-country funds average 12-month gains of 55% but region can be volatile for investors.
In the wake of accounting problems at American Realty Capital Properties Inc., the rest of Nicholas Schorsch's empire has drawn scrutiny for its complexity.
Real assets making up 10% of institutional "inflation buckets."
