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Smart beta booming despite a name everyone hates
Despite a name everyone hates, 2015 could be the year smart beta converts naysayers, as investors face many market head winds that make returns ever harder to come by.
The best- and worst-performing target date funds
The latest data on target date funds through the fourth quarter of 2014, including a look at how J.P. Morgan has thrived in the space.
When underperforming the S&P 500 is a good thing
As financial advisers roll through annual client reviews, many will be experiencing a similar task of having to explain how their portfolio strategies so badly lagged the 13.7% gain by the S&P 500 Index last year. Fact is, a truly diversified investment portfolio should have returned less than 5%
Younger generations going all in with 401(k) contributions
Today's Breakfast with Benjamin features Gen Y and Gen X causing the the pace of 401(k) plan contributions to hit new heights. Plus: The ABCs of a hot REIT market, biotech stocks under the microscope, and something you might have in common with Bill Gates.
What Obama's attempt to tax 529 plans says about the safety of Roth IRA assets
Changes could spark revolt, but 'when Congress needs dollars, they're going to get them,' one adviser says.
Vanguard warns advisers on stock risk in client portfolios
According to the fund giant, investors are taking on portfolio risk not seen since 1999 or 2007, and advisers need to adjust client expectations for low-return markets.
The latest CFA test scores send 56% back to square one
On today's Breakfast with Benjamin, Wall Street wannabees sweat over the results of the December CFA test. Plus: Obama turns tail on 529 tax plan, Gundlach dishes on his own bad trades, and chicken wings might be the best Super Bowl investment.
6 market developments to watch for in 2015
Legg Mason's seven asset management affiliates offer differing views on global investment opportunities ahead.
Russia is starting to look like an investment opportunity
Today's Breakfast with Benjamin features the case for investing in Russia looking great, at least on paper. Plus: Hedge funds are still shorting oil, will the big snowstorm close the financial markets, and how to pick the right IRA for your clients.
It's getting easier to tell good stocks from bad
You didn't have to be a genius to make money in equities the last two years. Buy an index fund and let the bull market guide you to a 44% gain.Most money managers who actually pick stocks couldn't match the S&P 500 Index, let alone beat it. Thanks to three weeks of volatility, that's beginning to
Enjoy the Super Bowl ads, but don't buy the stock
Advertising in the Super Bowl doesn't mean a company is a good investment, as generally there's been no connection between an advertiser shelling out millions for a 30-second commercial and the company's stock price.
Global bankers are painting the Fed into a corner
Breakfast with Benjamin features the Federal Reserve being caught between a rock and a hard place on rate hikes. Plus: Greeks vote to kick the can down the road, Obama's tax grab looks like a blueprint for the future, and a billionaire tells Americans to spend less money
The next thing to worry about: Investor overconfidence
In Friday's Breakfast with Benjamin, the downside of a multi-year bull market in stocks: Investors get overconfident. Plus: If oil drops to $30 look out below, not all hedge fund workers are rich, and what the IRS is looking for now.
Will European easing sideline a Fed rate hike?
Advisers and experts say 'the Fed really is hamstrung' by European Central Bankers' planned $50-billion-per-month quantitative easing program, meaning they can't raise or lower interest rates in this environment.
MLP funds, once seemingly immune, show signs of frailty as energy prices fall
Popular category for yield-starved investors posts first quarterly decline in two years.
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