Strategies designed to eliminate interest rate risk or even benefit from rising rates.
More financial advisers are becoming licensed mortgage loan originators as full-service brokerage firms look to be one-stop shops for wealthy investors, but some regulatory gray areas are causing concern.
<i>Breakfast with Benjamin:</i> How the Russia situation could hit the economy. Plus: JPMorgan abandons its commodities business, Morningstar's deep dive into the Pimco mess, expect the expected from Yellen today, retirees give Boomers the playbook, and, big surprise, short-sellers badmouth stocks.
<i>Breakfast with Benjamin:</i> Investors not taking President Obama's advice. Plus: Fed warns there's always time to worry about bubbles, Morgan Stanley doubles down on biotech, the cloud computing frenzy marches on, activist investor challenges Coke management perks, and index investing to cut the tax bill
As volatility increases, more investors are using new strategies to soften the potential drag on performance.
Despite the popularity of passive strategies, shrewd stock pickers may soon have their day, Jeff Benjamin reports.
Buttoned-down money manager Dodge & Cox says it has no plans to change the way it invests.
<i>Friday's menu:</i> Both sides of the gold rally. Plus: Who won at last night's Lipper Awards; Yellen gets credit for driving the dollar higher; nearly all big banks pass stress tests; Russian sanctions taking hold; and when to use home equity to buy stocks.
Finra freezes new arbitration cases in Puerto Rico as a flood of claims sends the regulator scrambling to find more arbitrators. Bruce Kelly has the story.
Bill Gross, musing on his legacy in an April investment outlook, contended that the real test of his greatness as investor would be his ability to adapt to a new era of shrinking bond market returns. Almost a year later, the bond king is stumbling.
<i>Breakfast with Benjamin:</i>Stocks continue to rally after Putin weighs in while one Fed official hopes for a quicker taper. Also: Obama's budget met with groans, the Comcast-Time Warner deal isn't done yet, Credit Suisse expanding in Asia and Facebook's drone dreams
U.S. stocks sank, tracking a global selloff in equities, as investors sought havens on concern that Russia's military presence in Ukraine could lead to a larger conflict. How long and deep could it go?
The yellow metal is back in the spotlight, but strategists say that despite Ukraine tension, a long-term comeback is not in the cards. <i> Plus: <a href="http://www.investmentnews.com/article/20140303/FREE/140309988" target="_blank">Ukraine worries sink stocks</a>.</i>
Analysts agree it should stick to its brand as a bond shop, but advisers open to new products.
Inland's biggest REITs journey from crisis back to relevancy
Mitchell Sabshon plots a course for nontraded REIT sponsor Inland Real Estate Investment Corp. to recreate its prior success.
The fund giant is offering clients a new way to prosper in uncertain debt markets.
Muriel Siebert bought seat on Big Board in 1967, breaking up all-male bastion.
Market performance boosts AUM as asset flows mostly negative.
