Investing

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FIXED INCOME OCT 22, 2013
Take Five with Iron Financial's Aaron Izenstark

Chief investment strategist says government shutdown could delay tapering.

EQUITIES OCT 21, 2013
LIVE FROM FPA EXPERIENCE: Advisers must account for portfolio risk

Advisers need to reconsider risk in client portfolios as markets enter what will be a "low return decade" for fixed income investments, according to an industry expert. Liz Skinner reports from FPA Experience in Orlando.

EQUITIES OCT 21, 2013
Mom and pop can't quit emerging-market stocks. And that's good

Retail investors showing uncharacteristic resiliency in the face of lackluster performance.

ETFS OCT 20, 2013
New ETF targets stocks with 25-year dividend history

MUTUAL FUNDS OCT 20, 2013
Vanguard hits reset button on its managed-payout funds

Firm gives strategy a fresh start after a rough five years

ETFS OCT 20, 2013
iShares' Core ETF strategy doing the trick

RETIREMENT PLANNING OCT 20, 2013
Columbia Property Trust IPO stings investors

Shares bought at $10 at start of boom now worth 45% less.

FIXED INCOME OCT 18, 2013
U.S. bill supply at Eisenhower-era low seen bolstering bonds

Supply of the shortest-term securities is shrinking, Barclays says

FIXED INCOME OCT 18, 2013
Detroit bankruptcy filing rattles already-nervous muni investors

Detroit's bankruptcy filing was expected, but it may cause ripple effects for advisers, particularly in the muni bond market.

FIXED INCOME OCT 18, 2013
Court ruling latest scare in muni market melodrama

Judge says cash earmarked to pay Jefferson County's debt holders could be used instead to cover its legal fees

FIXED INCOME OCT 18, 2013
Proposing an alternative to muni bond tax exemption

Market participant floats limiting amount that can be issued per year

EQUITIES OCT 17, 2013
Advisers feeling better about the economy and their clients – and it shows

Latest Brinker Capital survey finds advisers' investment outlook improving despite some nagging concerns about Washington.

EQUITIES OCT 16, 2013
<font color=red>Morningstar's ETF conference</font> Vanguard and BlackRock see good times ahead

Downside risks are clear and present but 5-, 10-year outlooks solid, strategists say.

ETFS OCT 16, 2013
Take Five with Dave Nadig of Index Universe's ETF Analytics

Exchange-traded products have allowed investors to take advantage of higher commodities prices, he says

MUTUAL FUNDS OCT 15, 2013
Take Five with Chris Wallis of Vaughan Nelson

Touts tapering, active management; says advisers will narrow use of ETFs

FIXED INCOME OCT 15, 2013
Volatility in Treasuries falls as heat in D.C. spikes

ALTERNATIVES OCT 15, 2013
Eugene Fama reiterates opposition to active management, high fees

Live from the IMCA conference: 'Forget about hedge funds,' he says

ALTERNATIVES OCT 14, 2013
The Takeaway: Are you ready for the REITnado?

ALTERNATIVES OCT 13, 2013
Moody's upgrading method for rating asset managers

Rating agency changing way it assesses both alternatives, traditional firms

FIXED INCOME OCT 13, 2013
Galvin eyeing Puerto Rican muni debt obligations

Value of P.R. muni bonds dropped last month.