Investing

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Nontraded REIT cuts fee to adviser
ALTERNATIVES DEC 18, 2012
Nontraded REIT cuts fee to adviser

In what's stacking up as something of a trend, another nontraded REIT has decided to forgo the so-called 'internalization fee' paid to its adviser.

ALTERNATIVES DEC 18, 2012
Another nontraded REIT goes public

On Friday, Corporate Property Associates 15 Inc. closed a merger with its parent, the publicly traded real estate manager W.P. Carey & Co LLC. The new company, which is now a publicly traded REIT called W.P. Carey Inc., began trading Monday morning and will retain the symbol WPC.

MUTUAL FUNDS DEC 16, 2012
Ex-Keegan fund directors left clients "in the dark': SEC

ETFS DEC 16, 2012
How to build a growth portfolio using ETFs

EQUITIES DEC 16, 2012
Bernstein: A bull run to rival 82

Forget the 'new normal.' Investment strategist Richard Bernstein sees a long bull run for U.S. stocks.

ETFS DEC 16, 2012
With ETFs, commission-free doesn't mean cost-free

RETIREMENT PLANNING DEC 16, 2012
Galvin's LPL suit a boon to plaintiffs

Last week, Massachusetts sued LPL for its sales and marketing of a popular nontraded REIT. Expect the plaintiffs' bar to swoop in as well.

Fed spikes volatility in bonds
FIXED INCOME DEC 13, 2012
Fed spikes volatility in bonds

Linking monetary policy to unemployment, inflation drive big fluctuations.

Credit raters get no respect, no respect at all
EMERGING MARKETS DEC 12, 2012
Credit raters get no respect, no respect at all

Investors ignoring downgrades to sovereign debt; 'lagging indicator'

Stars aligning against munis at year-end
FIXED INCOME DEC 11, 2012
Stars aligning against munis at year-end

Tax talk, new issues, profit-taking spark sell off, roil the market.

EQUITIES DEC 11, 2012
Chart of the day: Morningstar's top 10 stock purchases

Comeback-kid AIG tops the latest "Ultimate Stock-Pickers" list from Mornngstar, which covers the third quarter and early part of the fourth.

MUTUAL FUNDS DEC 11, 2012
INsider: Gundlach gets in TCW's grill

Bond guru throws a party in a most auspicious location

MUTUAL FUNDS DEC 09, 2012
There's no place like home: Gundlach snags TCW fund managers

Bond guru makes move into equities with hirings

ALTERNATIVES DEC 09, 2012
What exactly are managed futures?

RETIREMENT PLANNING DEC 09, 2012
Finra on to B-Ds that sold VAs with hedge funds

RETIREMENT PLANNING DEC 09, 2012
The case for fixed-indexed annuities

If Uncle Sam taxes munis, munis could tax Uncle Sam
FIXED INCOME DEC 07, 2012
If Uncle Sam taxes munis, munis could tax Uncle Sam

If lawmakers try to balance the federal budget by taxing muni bond income, individual states will have the green light to start taxing the income from Treasury bonds owned by state residents.

Wish you were here: Spooked investors miss out on $200B gain
EQUITIES DEC 06, 2012
Wish you were here: Spooked investors miss out on $200B gain

Spooked investors exited the stock market en masse in 2008, and many have failed to return. Too bad -- they've missed out on a $200 billion gain.

FIXED INCOME DEC 05, 2012
Dealers build bond inventories at fastest pace since "07

Next big move in bonds? Down, warns Abby Cohen
FIXED INCOME DEC 03, 2012
Next big move in bonds? Down, warns Abby Cohen

Goldman Sachs senior investment strategist the latest to make bearish call on fixed-income; credit hedge funds no place to hide, either