Investing

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RETIREMENT PLANNING MAR 12, 2013
Real estate maven Tony Thompson falls on hard times

FIXED INCOME MAR 11, 2013
Sequester fiascos would be good news for muni bonds

Being less dependent on federal subsidy is a big plus

ALTERNATIVES MAR 11, 2013
Gambler Buffett scores big with stock option bets

Berkshire 4Q profit up nearly 50% -- thanks in large part to chairman's wagers

The impact of migratory patterns on munis
FIXED INCOME MAR 11, 2013
The impact of migratory patterns on munis

Loss of tax revenues, user fees and consumption at the local level could result in further belt-tightening.

EQUITIES MAR 10, 2013
Bear: If goal is to avoid losses, stay out of equities altogether

FIXED INCOME MAR 10, 2013
Spicing up the 401(k) bond menu

Fixed-income diversification will take center stage as interest rates and inflation rise

FIXED INCOME MAR 10, 2013
High hopes for high-yield debt

As interest rates rise, junk bonds could be a safe bet for investors

Farm commodity ETF offers diversification — at a cost
ETFS MAR 10, 2013
Farm commodity ETF offers diversification — at a cost

The Teucrium Agricultural Fund holds an equal weighting of exchange-traded funds that invest in corn, sugar, soybean and wheat futures and is the first ETF to combine the four major agriculture commodities in a single fund.

ESG MAR 10, 2013
Buffett: Think green or forgo green

ALTERNATIVES MAR 09, 2013
Rethinking absolute return

Alternatives are gaining in popularity for advisers to use with investors. Absolute return, a type of alternative investment, should be considered as part of an investor's overall investment strategy to help address persistent volatility, according to this white paper from Brinker Capital.

EQUITIES MAR 09, 2013
Tiptoeing back into equities

There are growing signs individual investors may be ending their five-year hiatus from stocks; net inflows into stock funds were on pace to hit a nine-year high through February. For advisers whose clients are asking about potential opportunities in equities, a conversation about dividend, value and global stocks may be one worth having. This white paper from Federated Investors explains why.

ETFS MAR 09, 2013
Ten wealth management strategies in a world of higher taxes

This adviser guide from Janus provides a summary of new tax legislation along with ten strategies you might want to discuss with clients to help lessen the impact of higher taxes and potentially improve their overall financial situation.

RIAS MAR 08, 2013
Regulators bare their teeth on excessive fees

Moves this week by Finra and the SEC signal watchdogs are ready to pounce on anyone overcharging clients.

EQUITIES MAR 08, 2013
Record highs but more room to run for stocks

Money managers say 13 - as in 2013 - to be good number for equity investors.

ETFS MAR 08, 2013
BlackRock going after individual investors

With a lock on ETFs, money manager sniffs opportunity in mutual funds.

EQUITIES MAR 08, 2013
Investors flood Vanguard with record $24.3 billion in January

Most cash goes into stock funds as investors cheer economy.

EQUITIES MAR 07, 2013
The Dow Jones Industrial Average, aka the big engine that could

Co-author of 'Dow 36,000' says blue chip barometer can still get there.

FIXED INCOME MAR 06, 2013
Inside Gundlach's Treasury bet

After years of warning about Treasuries, bond guru Jeffrey Gundlach has started buying Uncle Sam's paper in vast quantities. So what changed?

EQUITIES MAR 05, 2013
The value investor's schizophrenia

Buy and hold sounds good, but the value discipline also requires selling

FIXED INCOME MAR 05, 2013
Fallen star Heebner places astronomical bet against Treasuries

Spends big chunk of fund shorting Uncle Sam's debt