Investments

Equity-income funds provide a buffer against extreme market volatility.

To see if mortgage REITs might be right for your clients, analyze these companies like the levered bond funds they really are.

NYSE Euronext said its trading in futures and options was up slightly in November. But stock trading in the United States was down 10% from a year ago.

Lots of attention has been paid this year to the fact that investors are yanking billions after billions out of mutual funds that invest long-term in domestic stocks.

Stocks moved higher Tuesday on a report that European leaders are considering a second bailout fund to supplement the one they have already agreed to in the hopes of stabilizing markets in the Eurozone and bringing some sense of calm to international markets.

Stock indices used to be employed as a benchmark that active managers of investment funds tried to exceed. Now, active management strategies are being turned into indices, causing confusion at the Super Bowl of Indexing. Should a distinction be made?

PHOENIX, Ariz. -- Congress can’t agree on how to cut the nation’s $1.2 trillion deficit, which is now more than 140% of the nation's gross annual economic output.

PHOENIX, Ariz. -- Richard A. Ferri, the founder of Portfolio Solutions, spent much of his first day at the Super Bowl of Indexing here trying to collect names.

The Depository Trust & Clearing Corporation says it has enhanced its cost basis reporting service to help mutual fund managers and other financial intermediaries transfer cost basis information on investors’ accounts from one firm to another.

Planners aren't as enthusiastic as some of their clients about gold and silver.

Standard & Poor's Indices said it launched a Pan-Arabian stock index.

Standard & Poor's Indices said it launched a Pan-Arabian stock index.

just-say-grow

PHOENIX, Ariz. -- Predictions are easiest to assess, when a year is over.

PHOENIX, Ariz. -- A member of the President Obama’s Council of Economic Advisers as the mortgage-led global credit crisis erupted said Monday that the last big weapon in the Federal Reserve Board’s arsenal to create strong growth is to avoid “tinkering around the edges” of the economy and aggressively reset expectations.

U.S. stocks gained ground Monday despite a troubling report that Standard & Poor’s would soon put “several” Eurozone countries on a “creditwatch negative” alert even though German and French officials said they had hammered out a European debt plan that would restrict future deficits without throwing the continent’s economy into a tailspin.

For the first time since the end of April, investors pulled more money out of exchange-traded funds and exchange-traded notes than they put in, resulting in a net outflow of $238 million for the month, according to the National Stock Exchange.

Unemployment among Americans without college educations is now in the mid-teens, says Goldman Sachs investment strategist Abby Joseph Cohen. But there are unrecognized strengths in exports and equities that should be recognized in investing in a recovery.

Fidelity Investments has filed with the SEC to offer a broad range of domestic and international equity and fixed-income exchange-traded funds – putting to rest longtime speculations as to when, not if, Fidelity would enter the ETF market.

Standard & Poor’s famously downgrades its rating of U.S. debt for the first time on Aug. 4. Investors pull out of equities and park their proceeds in ... U.S. Treasury bonds.