Alternative Investments

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  1. Articles

    Stocks are looking more wobbly by the day

    Breakfast with Benjamin: As the equity markets start to wobble, analysts start to claim they saw it all coming.

  2. Articles

    Can the REIT run weather a rate hike?

    Breakfast with Benjamin: Will higher interest rates crush the real estate market, or is it supposed to be different this time?

  1. Articles

    The looming threat of an increasingly powerful dollar

    Breakfast with Benjamin: It's important to understand the scary downside of an extremely strong U.S. dollar.

  2. Articles

    The surging dollar could crush unhedged global mutual funds

    Simple ways to remove the currency risk are available but advisers need to find — and understand — them.

  3. Articles

    Oil-price slide is starting to get scary

    Breakfast with Benjamin: Talk of an oil comeback is fading fast. Plus: Some good news for gold investors, bankers head for greener pastures, and a St. Patty's Day spelling bee

  4. Articles

    Rising interest rates to test REIT strength even as investors seek diversification

    Attractive yields aside, real estate investments wrapped in a mutual fund are not bonds.

  5. Articles

    Goldman Sachs' BDC launch signals high-yield investments on the rise

    Financial advisers would be wise to bone up on the asset class because they'll be getting sales pitches.

  6. Articles

    At 85, Vanguard's John Bogle still fighting hard for index investing

    Mutual fund elder statesman doesn't mince words when discussing active management, and he worries about ETFs.

  7. Articles

    CNL Lifestyle Properties REIT suffers another sharp drop in value

    The estimated per share valuation of CNL Lifestyle Properties, a large nontraded REIT that owns ski and mountain resorts, continues to sink despite the recent broad rally in commercial real estate.

  8. Articles

    Big banks are stressing over the Fed's stress tests

    Breakfast with Benjamin: The bar will keep rising for banks as mixed stress test results come in for some of the world's largest banks.

  9. Articles

    Cash-heavy mutual funds take downside protection to the extreme

    Breakfast with Benjamin: Some funds using cash for protection. Lots of it. Plus: Adviser charged with stealing $1.3M from widows and church friends, up from the ashes arises a new subprime giant, and Wall Street courts millennials.

  10. Articles

    Merrill Lynch tells its advisers to get some water

    Nontraditional investment could benefit from long-term trends, values-based investing: CIO Bartels.

  11. Articles

    Vanguard tiptoes into the liquid alternatives market

    New multialternative fund seen as endorsement of alts, while pressuring fees

  12. Articles

    Smart money moving to the sidelines as earnings signal flashes red

    Breakfast with Benjamin: Earnings signal flashing red, sending some investors to the sidelines, Gross sets a timeline, Bernanke wants the president to have more power, ETF investors hedge currencies and chase corporate bonds, and the first-year numbers behind Colorado's legal weed.

  13. Articles

    Why an offense-only strategy won't succeed

    Risk management is as important to long-term financial planning as the growth of investments