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The Takeaway: Sell in May not so simple after all
PortfolioSell in May: Not so simple (can't anything ever be?) ( Rick Ferri )Merrill Wealth Management: Here's what to do with your bond portfolio. ( The Reformed Broker )The price of the Bitcoin has just doubled again, expect panicked calls from your clients about missing out any moment now. (
New face brought in to oversee Janus' investments
American Centuries' Chang will lead stock, risk management and alternatives teams
Advisers making statement by shunning formal investment statements
Ignoring a useful tool for keeping investors on course; wealthier clients do get written plan
Janus launching new funds in latest attempt to stem decline
Janus Capital Group Inc. (JNS), the money manager that made its name placing big bets on stocks, is trying something new to stem a five-year customer exodus.Chief Executive Officer Richard M. Weil is introducing funds that seek to spread risk across asset classes and protect clients from sharp
Great rotation? Advisers buying bonds to adjust asset mix
This isn't the great rotation you were looking for. Advisers are celebrating the Dow Jones Industrial Average's new all-time high by buying bonds. With stocks on a roll to start the year, and bonds lagging, some advisers are taking the fanfare around the market's new high as an opportunity to talk
Beware the dividend yield trap
Just beyond the glorious celebration of dividends as a reliable source of income in a low-interest-rate environment, there is the caveat that too much yield isn't always a good thing for every investor. As dividend-paying stocks continue to draw income-seeking investors, the higher-yielding stocks
Vanguard still pro-60/40
Don't start composing a eulogy for the classic balanced portfolio, The Vanguard Group Inc. warns.
Investors see better days ahead — but standing pat now: BlackRock - InvestmentNews
No matter who is president, jitters will persist Advertisement More than half of of 671 high-net-worth investors polled by the money manager said they were optimistic about the market over the next six months. That number jumped to 62% when asked about the next 24 months, according to the survey,
How to short politicians: Investing when Congress is resting - InvestmentNews
Life in the time of folderol makes advising clients tough Advertisement According to Eric Singer, who has spent years studying the relationship between the equity markets and what Congress attempts to accomplish, the best time to invest is when Congress is not in session. Mr. Singer's mutual fund,
Rise in offbeat investments correlated to 'correlation crisis' - InvestmentNews
The uncertain economic outlook for at least the next five years — along with “a correlation crisis” — should lead to increased use of unusual investments, according to alternative investments strategist Gabriel Burstein.
The truth about diversification
Diversification means not putting all your eggs in one basket. But do you own too many eggs?
Investors seeking alts as stock/bond mix fails to excite
Natixis report says savvy advisers in catbird seat amid search for new approach to asset allocation
Where Pimco's Total Return Fund is invested now
Saumil Parikh, a portfolio manager for Pimco's Total Return Fund and a member of the firm's investment committee, on where the world's biggest mutual fund is increasing and lowering exposure.
High-flying S&P 500 actually down last three years? Investors think so
Gun-shy clients are tuned out to the stock market these days. Proof? Well, besides yanking billions from equity funds, they also believe the S&P 500 has declined each of the last three years -- thus missing out on an extended bull market.
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Mary Beth Franklin, InvestmentNews
Davis D. Janowski, InvestmentNews