When clients want to load up on gold, financial advisers need to stress that holding more than 5% of the precious metal can weigh down their portfolios.
<i>Breakfast with Benjamin</i> Franklin Templeton and BlackRock are each making the case for a move into emerging market debt.
An odd thing happened on the way to last year's credit selloff: The market for risky debt broke into pieces, with some pieces becoming toxic and others remaining relatively in favor.
Most fund managers want to stay fully invested.
Help keep clients invested for the long term, allaying real fears that their money &mdash; and dreams &mdash; may disappear.
Steps advisers can take to avoid getting hurt by the fund giant's rise in the planning space.
Some very well-known mutual fund managers are having years that they probably would rather forget.
Francis Chou returns fees to money-losing Opportunity Fund
<i>Breakfast with Benjamin</i> When it comes to mutual funds, it's important to understand the difference between tax efficiency and after-tax returns.
But for all their charm, ETFs are an increasing concern to regulators
Advisers should assess multifactor ETF options with the due diligence they would apply to an active mutual fund manager.
How are these funds performing? At first blush, not that badly
<i>Breakfast with Benjamin</i> The lessons that were learned from the August 24th flash crash.
You may think you're a contrarian &mdash; a fearless thinker who goes against the herd on the Street. But it's much harder being one than you might think. At least, that's the message from the few stock funds that carry the word “contrarian” in their names.
Financial stocks were the one of the hottest areas in late 2015, and most advisers believed the trend would carry well into the new year. So what went wrong this year?
Fortress says infrastructure in Japan among bright spots of Abenomics
<i>Breakfast with Benjamin</i> Bernie Madoff is not happy with the way he was portrayed in the ABC miniseries about the Ponzi scheme he ran.
U.S. stocks rose as trading resumed after a holiday, catching up with gains in global equities Monday while weakness in crude oil tempered an early advance.
U.S. stocks halted a five-day slide that dragged global equities into a bear market, as oil rebounded from a 12-year low and bank shares surged.
<i>Breakfast with Benjamin</i> U.S. companies are becoming the biggest buyers of stock, which isn't exactly how it's supposed to work.
