- 'Cash Flow' Assets Lure Investors Jun 17, 2013 11:35 am UTC
They hold out the promise of a big score—and pay generous distributions of income in the interim. But risks abound.
- Will the Stock Market Party On? Jun 16, 2013 4:01 am UTC
What has driven the market into its sudden white-knuckle ride has been the fear that central banks may soon start bringing to an end their unprecedented policy of low interest rates and easy money.
- After Shares Decline, Electric Utilities Brighten Jun 16, 2013 4:01 am UTC
Utility boosters point to dividend yields that now average 4%, plus slow but relatively predictable profit growth of 4% to 5% annually over the next few years.
- Is a House a Good Investment? Jun 11, 2013 9:38 pm UTC
Princeton economist Burton Malkiel, Zillow's Mortgage Marketplace director Erin Lantz and other wealth-management thought leaders debate the investment potential of residential real estate.
- How Much You Should Invest Abroad Jun 11, 2013 12:04 am UTC
What percentage of your portfolio should consist of non-U.S. investments? The Experts—an exclusive group of wealth management thought leaders—weigh in.
- The Stock Is Worthless. But Not the Paper. Jun 9, 2013 8:21 pm UTC
Perhaps it's the history the certificates represent, or the artwork adorning their edges. But lots of old stock and bond certificates can still have surprising value, whether to collectors or investor. […]
- Those Old Stock Certificates May Still Have Value Jun 9, 2013 8:21 pm UTC
Those long-ago-issued stock and bond certificates you've discovered may actually be worth something. Here's how to find out.
- Tips for Investing in REITs and MLPs Jun 9, 2013 8:21 pm UTC
Should REITs and MLPs go in an IRA or in a taxable account? Financial advisers weigh in.
- Why Teens Need to Learn About Personal Finance Jun 9, 2013 8:21 pm UTC
Financial adviser Ann Minnium says money lessons shouldn't end in grade school.
- For Business Owners, a Key Tax Question Jun 9, 2013 8:20 pm UTC
Owners of businesses set up as S corporations can shield the income from a new tax by being active owners.
- Beyond Norman Rockwell: Illustration Art Takes Off Jun 9, 2013 8:20 pm UTC
Investing in illustration art is gaining in popularity as rising values at auctions show
- Banks Are Easing Down-Payment Standards Jun 9, 2013 12:22 am UTC
The average down payment in purchases with a 30-year fixed-rate mortgage dropped to 16.1% nationwide in May, according to online mortgage marketplace LendingTree.
- Intel's Share Price Could Double Jun 9, 2013 12:14 am UTC
The chip maker seems on the verge of market-share gains for tablet and smartphone chips, strong growth in servers and even a stabilization in personal computers.
- Rebalancing Keeps Your Investments at Their Peak Jun 9, 2013 12:09 am UTC
Market movements can throw your asset allocation off kilter, resulting in a riskier portfolio than you'd like. Periodic rebalancing helps keep your portfolio on target.
- Infrastructure Funds Attract New Assets Jun 8, 2013 4:26 am UTC
Investors are turning to mutual funds that invest in power plants, toll roads, cellphone towers and other projects.
- Can You Trust Private-Equity Returns? Jun 7, 2013 10:26 pm UTC
New research finds evidence that some firms artificially pump their returns right before raising new capital. Here's what to watch out for.
- What's Eating Into Your Muni-Bond Returns? Jun 7, 2013 8:28 pm UTC
Investors who buy municipal bonds in haste can unwittingly hand over their first year's worth of income to their broker. Here's how to do better.
- When Entrepreneurs Think They Have the Golden Touch Jun 7, 2013 5:57 pm UTC
Some hit the jackpot once, and then think they have the magic. It's up to financial advisers to burst their bubble.
- For Some People, Investing Is an Adventure. Literally. Jun 6, 2013 6:41 pm UTC
Adventure capitalists board planes to find interesting stocks in frontier and emerging markets.
- What Investors Worry About–But Shouldn't Jun 6, 2013 12:26 am UTC
The Experts weigh in on the No. 1 thing investors shouldn't be worried about over the next few years—but are.
- Should You Buy Taxable Muni Bonds? Jun 6, 2013 12:10 am UTC
Some investors still might find the bonds worth a look. But most small investors should be wary.
- The New ABCs of Fund Share Classes Jun 2, 2013 8:37 pm UTC
Share classes have changed in popularity as the financial-advice field has evolved.
- Face Your (Investment) Fears Jun 2, 2013 8:37 pm UTC
What risks to your portfolio are you most worried about? Here are strategies to cushion the potential blow, geared to scenarios including a jump in inflation and/or interest rates and a sudden market. […]
- Spotlight: Janus Balanced Jun 2, 2013 8:37 pm UTC
This mutual fund has posted steady gains with lower risk.
- For Graduation, a Gift of a 529 Jun 2, 2013 8:37 pm UTC
Websites aim to make it easy for family and friends to add to an account with a state-sponsored 529 college-savings plan.
- Brokerages Sometimes Nix Fund-Firm Mailings Jun 2, 2013 8:37 pm UTC
Investors who buy fund shares through brokerage firms may be missing out on some fund-firm messages and commentary.
- A 'Low Risk' Trade Is Getting Less Safe Jun 2, 2013 8:37 pm UTC
Fund Fiend: Investors have been buying up low-volatility stock ETFs, but at current high valuations, they may be overpaying for that perceived safety, says Tom Lauricella.
- Spotlight: PowerShares Buyback Achievers Jun 2, 2013 8:37 pm UTC
This ETF focuses on companies engaged in stock repurchases.
- Junk-Bond Funds: Active or Indexed? Jun 2, 2013 8:37 pm UTC
Practitioners of each approach to below-investment-grade debt make their case.
- A Portfolio Focused on Stock Dividends Jun 2, 2013 8:37 pm UTC
Mixing It Up: With interest rates so low, this adviser favors selected stock funds over bonds for clients who need steady cash flow.
- Is Apple in Trouble? Jun 2, 2013 8:06 pm UTC
CEO Tim Cook discusses the company's stock price, Apple TV and the future of wearables.
- Are You Paying Too Much for Your Investment Advice? Jun 2, 2013 4:19 pm UTC
Regarding Burton Malkiel's "You're Paying Too Much for Investment Help" (op-ed, May 29): The data promulgated by John Bogle and others, incontrovertibly demonstrates that essentially all actively mana. […]
- The Higher Price—and Risk—of Playing Defense Jun 2, 2013 12:24 am UTC
Investors have been piling into dividend-paying stocks and other traditionally defensive corners of the market and, in the process, driving up prices to historically high valuations.
- Rising Stock Prices Flash a Warning…Selloff Ahead? Jun 2, 2013 12:06 am UTC
It's not yet time to bail on the market. The economy is showing signs of improvement and stocks aren't yet at troublesome levels. The more extreme valuations go, however, the greater risk there is for. […]
- Services to Help You Tap Your 401(k) Jun 1, 2013 4:01 am UTC
IRAs and 401(k) plans are offering new services to help investors turn retirement savings into a steady income stream they won't outlive.
- ETFs for Investors Who Buy and Hold May 30, 2013 5:08 pm UTC
Basic low-cost funds are the best picks for long-term investors.
- New Bells and Whistles for 401(k) Plans May 30, 2013 5:05 pm UTC
Added online tools give 401(k) holders a better idea of how well they are preparing for retirement.
- Protecting Your Portfolio From a Downturn May 29, 2013 12:21 am UTC
Funds that perform well during bear markets—but not necessarily bull markets—also do better in the future, new research shows.
- Never Too Soon for Retirement Planning May 27, 2013 2:24 pm UTC
On the long road to retirement, one basic question repeats itself: What should I be doing now?
- Maybe It's Time for a Little 'Portfolio Pruning' May 26, 2013 4:01 am UTC
Stocks usually do better from November through April, the "winter" months, than they do from May through October, the "summer" months.
- ING: Cheap and Ripe for a Takeover May 26, 2013 1:04 am UTC
Shares of ING U.S. went public in early May at $19.50 but still look appealing after rallying to a recent $25. They trade at a sharp discount from the company's book value of $41 a share.
- The Biggest Financial Mistake Retirees Make May 22, 2013 9:44 pm UTC
Actress Morgan Fairchild, "Wheel of Fortune" host Pat Sajak and other members of The Experts weigh in on the most damaging mistake retirees make with their finances.
- How a Pick for a Financial Adviser Can Go Wrong May 19, 2013 8:00 pm UTC
New research shows why a mentor who's good for some could be bad for you.
- Social Security Solutions May 19, 2013 8:00 pm UTC
Ask Encore: How to navigate spousal benefits, health coverage and Roth IRAs.
- Stock, Bond Markets Can't Both Be Right May 19, 2013 12:34 am UTC
The stock market is expecting a massive new economic boom while the bond market sees the economy remaining in a funk. They can't both be right, but they can be wrong, writes Brett Arends.
- Credit Unions Step Up College Lending May 19, 2013 12:34 am UTC
Student loans from credit unions can be among the least-expensive options. But interest rates vary substantially, from around 2.75% to 9.3%.
- Western Union Could Be in the Money May 19, 2013 12:34 am UTC
Competition in the $466 million consumer money-transfer business is growing, and the industry giant cut prices last fall. The move appears to be paying off.
- Higher Yields in a Low-Interest World May 19, 2013 12:33 am UTC
To earn yields of 5% or more, investors are turning to more complex fare, such as high-yield corporate bonds, preferred stocks and real-estate investment trusts.
- Will Interest Rates Ever Rise? May 17, 2013 10:21 pm UTC
In anticipation of rising rates, investors are piling money into short-term-bond mutual funds and ETFs. But they might be taking on other, more worrisome, risks.
- Are You Rich Enough for a Family Office? May 17, 2013 10:02 pm UTC
A new wave of private firms that cater to clients' every imaginable financial need are increasingly courting the merely wealthy. Here's what they offer.
- Buying a Piece of Your Financial Adviser May 17, 2013 9:46 pm UTC
The Intelligent Investor: A few investors have taken the bold step of investing directly in their adviser's firm. What could possibly go wrong?
- Planning the Next Phase May 17, 2013 4:22 pm UTC
Fancy conferences that focus on retirement planning can help. One tip: Be selective.
- 'Lessons I Wish Mom Had Taught Me' May 12, 2013 4:01 am UTC
One mistake moms (and dads, too) sometimes make is failing to teach their children how to be smart about money. We talked to financial planners to find out one money lesson they didn't learn at home.
- Lifelines for Investors on Their Own May 12, 2013 4:01 am UTC
Brokers and on-load fund companies have been expanding their investment advisory services for 'mass affluent' investors.
- Atlas Air Shares Could Be Soaring May 12, 2013 4:01 am UTC
Changing hands recently at $43 and change, the shares could reach $60 as demand builds for its new fleet of fuel-efficient freighters.
- Calling All Hedge-Fund Investors! May 11, 2013 3:39 am UTC
Hedge funds will soon be able to advertise directly to individual investors. Here's what to expect.
- How the Rich Play the Market May 10, 2013 11:55 pm UTC
A new study looks at what the rich do with their portfolios. Here's what you can learn from how they make the most of their advantages—and how they mess up.
- Should You Keep Cash in Your Portfolio? May 9, 2013 4:20 pm UTC
Besides keeping some in an emergency fund, should the average investor have an allocation to cash and cash equivalents in an investment portfolio? The Experts weigh in.
- The Secret Behind Morningstar's Success May 8, 2013 7:54 pm UTC
Morningstar Inc. had more first-place analysts than any other firm.
- Internet & Computer Services May 8, 2013 7:54 pm UTC
The No. 1 analyst in the category: Jonathan Atkin of RBC Capital Markets.
- Broadcasting & Entertainment May 8, 2013 7:54 pm UTC
The No. 1 analyst in category: John Hodulik of UBS Investment Research.
- Industrial Transportation May 8, 2013 7:54 pm UTC
The No. 1 analyst in the category: Jon Chappell of Evercore Partners.
- Oil & Gas Producers May 8, 2013 7:54 pm UTC
The No. 1 analyst in the category: Craig Weiland of UBS Investment Research.
- Utilities May 8, 2013 7:54 pm UTC
The No. 1 analyst in the category: Angie Storozynski of Macquarie Capital (USA).
- Retailers: Food & Drug May 8, 2013 7:54 pm UTC
The No. 1 analyst in the category: Sean Naughton of Piper Jaffray.
- Telecommunications Equipment May 8, 2013 7:54 pm UTC
The No. 1 analyst in the category: James Moorman of S&P Capital IQ.
- S&P 500 Must Rally 25% to Hit High May 7, 2013 5:16 pm UTC
Commentary: The next 10 years may disappoint.
- Sell Some Stock If Retirement Is Near May 6, 2013 5:01 pm UTC
Mixing It Up: With stock indexes strong, investors should sell some winners to build cash, this adviser says.
- Lesson From Buffett: Doubt Yourself May 5, 2013 11:11 pm UTC
There was no big news at Berkshire Hathaway's annual meeting but there was one big lesson: When things are right, listen to people who insist you are wrong.
- Companies Add to Lineups of 'Free' ETFs May 5, 2013 10:33 pm UTC
Still, trading commissions are only one cost, so other funds may be more attractive on balance.
- Spotlight: Third Avenue Value May 5, 2013 10:33 pm UTC
A year after Martin Whitman's departure, returns have improved but outflows continue.
- Does a Big ETF Drive Gold's Price? May 5, 2013 10:33 pm UTC
Some pros cite sales by SPDR Gold in the metal's 2013 decline.
- Some Insurers Turn Away Variable-Annuity Money May 5, 2013 10:33 pm UTC
Some insurers are telling owners of annuities they can no longer add money to older contracts with the richest guarantees.
- In Translation: Fed Doves and Hawks May 5, 2013 10:33 pm UTC
Policy makers' attitudes toward inflation determine the category into which they fall.
- A New Era for Do-It-Yourself Investing May 5, 2013 10:33 pm UTC
Many investors want to call the shots—while turning to tools and people for help as needed.
- Bond ETFs for Investors Worried About Rates May 5, 2013 10:33 pm UTC
Blackrock's iShares unit adds more funds that feature a defined maturity.
- Has Cash Been Holding Your Stock Fund Back? May 5, 2013 10:33 pm UTC
Cash can eat into returns when the market is rising, but it could be a big plus when stock prices sag.
- Investors Play Defense With 'Boring' Bull-Market Leaders May 5, 2013 4:01 am UTC
The big winners this year are so-called defensive stocks—household name blue chips that tend to have steady earnings in almost any kind of economy.
- Investment Quiz That Could Steer You Wrong May 3, 2013 10:13 pm UTC
Can you count on your financial adviser to tell you how much risk is right for you?
- Don't Pay High Fees for Index Funds May 3, 2013 10:05 pm UTC
Some fund companies have found a way to keep their fees exorbitant. Here are the traps—and how to avoid them.
- The Cold Truth About Emotional Investing May 2, 2013 7:58 pm UTC
New research shows that even the pros invest more from the heart than from logic.
- Keep Your Portfolio Simple May 2, 2013 3:48 pm UTC
Four ways to declutter your investments—while staying diversified.
- Retirement Plans Need Dusting, Too Apr 28, 2013 4:01 am UTC
It's the perfect time to do some spring cleaning—of your retirement plan.
- Chiquita Brands—Stock With Appeal Apr 28, 2013 4:01 am UTC
The company is focusing on two core businesses—bananas and packaged salads—a change in strategy that could lift earnings and drive the shares 20% higher in the next year.
- Can You Get a Refund From a Bad Hedge Fund? Apr 26, 2013 9:08 pm UTC
If the person who sold you a losing investment wasn't properly registered, you might be able to get your money back. Here's how it works.
- Is Apple a Growth Stock, a Value Play—Or Both? Apr 26, 2013 9:02 pm UTC
Once upon a time, Apple stock was as exciting and dynamic as an iPhone. Not anymore.
- The Best Financial Advice for Young People Apr 24, 2013 10:25 pm UTC
The Experts weigh in on their best tips for young people just starting to make money.
- The Next Hot Emerging Market: the U.S. Apr 24, 2013 4:25 pm UTC
U.S. manufacturing is becoming more competitive than you would think, and China's less, says the investing visionary who coined the term 'emerging markets.'
- What Kind of Investor Are You? Take This Quiz. Apr 21, 2013 8:58 pm UTC
We're all subject to emotional and psychological pulls on our finances. Find out the real reasons you invest the way you do.
- Meet Your Adviser. Just Not in Person. Apr 21, 2013 8:58 pm UTC
More investors are parking their assets with online trading and mutual-fund companies, possibly taking some business away from brokerages and registered investment advisory firms, according to a surve. […]
- Structured Products Are More Available, but Awfully Confusing Apr 21, 2013 8:58 pm UTC
Investors may find it hard to understand the risks in these complex investments.
- Advising the Young: Good for Them–and the Advisers Apr 21, 2013 8:58 pm UTC
Many advisers overlook young investors. They are making a big mistake, says financial adviser Rich Hilow.
- Stuffed on Food Stocks? Try the Alternatives. Apr 21, 2013 4:01 am UTC
Food companies are slow growers, yet the group now trades at an average of 19 times current-year earnings forecasts. That's more expensive than Google
- 'Don't Just Spend It'—Smart Moves for Your Tax Refund Apr 21, 2013 4:01 am UTC
If you do get a check, what should you do with the money? Financial planners point out that many people treat the money as a windfall and spend it. But here are five ideas to make the most of your ref. […]
- Blackstone and the 'Vampire Squid' Sell SeaWorld Apr 21, 2013 4:01 am UTC
Friday's opening IPO price of $27 a share valued SeaWorld at about $2.5 billion. The company has more than $1.8 billion in long-term debt. Or as it warned, "We are highly leveraged."
- Great Gold Divide: Which Side Are You On? Apr 19, 2013 9:43 pm UTC
Gold's selloff may have created an opportunity. Why some money managers argue you should have 5% of your portfolio in gold.
- Debbie Downers on Wall Street Apr 18, 2013 12:48 am UTC
Writing on the Wall: Whatever happened to the Debbie Downer character on "Saturday Night Live"? Apparently, Debbie left the show and joined a bank. How else to explain the sad-sack tone from the leade. […]
- Darts Top Readers in Final Print Investment Dartboard Contest Apr 14, 2013 4:01 am UTC
Among the readers, Orange County Register reader Terry Applebaum won with his pick of Tesla Motors.
- How Investing Dimes Can Beat Dollars Apr 14, 2013 4:01 am UTC
Although history suggests you might do better diving into the market with a lump sum, dollar-cost averaging has a lot of appeal these days.
- Big 401(k) Mistakes … and How You Can Avoid Them Apr 14, 2013 12:18 am UTC
Millions of Americans are counting on their 401(k) to fund their golden years. But financial advisers say some people may be making mistakes with their 401(k)s that could hurt them now and cost them p. […]
- Target-Date Funds Post Strong Gains, But Apr 13, 2013 4:01 am UTC
S&P's gains boosted three-year track records of target-date funds for retirement. But the next stock-market setback is likely to knock those records down again.
- Are Commodities a Buy? Apr 12, 2013 10:32 pm UTC
Studies have found that over a period of a decade or more, adding a basket of commodities to an investment portfolio can reduce volatility and provide strong protection against inflation.