Quarterly Investment Guide


  • A scarce global resource fighting climate change Tuesday, 1 Jul 2014 | 11:40 AM ET

    The $18 billion in green bonds this year compares with $10.9 billion in 2013, but with the growth come significant growing pains.

  • 5 trends making REITs hot as other stocks stall Thursday, 1 May 2014 | 10:50 AM ET

    Real estate investment trusts are handily beating the S&P 500 this year, and there are five big trends that should continue to favor REITs.

  • Can anything save active management? Monday, 28 Apr 2014 | 6:00 AM ET

    The shift to passively-managed index funds keeps growing even though U.S. active equity funds have outperformed them. Higher fees may be the cause.

  • Planning a dream vacation investment strategy Saturday, 19 Apr 2014 | 5:59 PM ET

    With the right investment strategy, you can go on that once-in-a-lifetime adventure to exotic places like the Galapagos Islands or Machu Picchu, Peru.

  • Are you better off buying bonds or bond funds? Thursday, 10 Apr 2014 | 10:00 AM ET

    With higher interest rates looming, investors are about to get schooled in the difference between investing in individual bonds vs. bond funds.

  • Why billions are pouring into blockbuster funds Thursday, 10 Apr 2014 | 8:00 AM ET

    A herd mentality has investors focused only on top-performing mega-sized mutual funds and ETFs. Believe it or not, that's not always a good thing.

  • Are smart beta ETFs really a free lunch? Tuesday, 8 Apr 2014 | 8:00 AM ET

    Smart beta ETFs—meant to leapfrog index fund inefficiencies—pulled in $43 billion last year and keep growing. Are their higher fees really worth it?

  • HFT isn’t the problem—insider trading is: Op-ed Friday, 4 Apr 2014 | 10:41 AM ET

    The HFT controversy should become the biggest insider trading case ever pursued by SEC, said investor advocate and former SEC lawyer Mercer Bullard.

  • Ways to protect assets from foreign-currency risk Wednesday, 2 Apr 2014 | 8:33 AM ET

    Investors' increasing global exposure is making currency volatility a key concern. There are strategies to hedge against swings and protect gains.

  • 5 costly and common college 529 plan mistakes Monday, 31 Mar 2014 | 8:50 AM ET

    Almost half of Americans still believe a savings account is a better way to save for college than a 529 plan, and that's a costly misconception.

  • Investors beware: The hidden risks of Chinese IPOs Sunday, 30 Mar 2014 | 9:00 AM ET
    Baidu headquarters, Beijing, China

    Chinese IPOs are lining up to list on U.S. exchanges. Forget the hype, check to be sure the companies are not involved in related-party transactions.

  • Inside your portfolio's hidden Russia risk Friday, 28 Mar 2014 | 11:50 AM ET

    Today BRIC and EMEA funds typically have 15 percent to 25 percent of their portfolios invested in Russia. Are you a global investor at risk?

  • Red flags for private equity investors Wednesday, 22 Jan 2014 | 8:30 AM ET
    Alice Handy

    These illiquid investments have been popular long-term plays for institutions and are now available to the little guy. But they come with risks.

  • It's time to cash in on dividends Tuesday, 21 Jan 2014 | 8:30 AM ET

    Investors are riding the dividend rally. But experts caution they should steer clear of high-yielding stocks sensitive to rising interest rates.

  • Afraid of stocks? Here's one place you can look Thursday, 16 Jan 2014 | 7:00 AM ET

    With the growing number of calls for a significant stock market pullback ahead, one area likely to start seeing investor inflows is commodities.

  • What's hot in the real estate market Thursday, 16 Jan 2014 | 8:00 AM ET
    New homes for sale at a housing development in Dublin, Calif., on Dec. 4, 2013.

    Investors are jumping back into the real estate market and reaping big payoffs in distressed properties, home rentals and multi-apartment dwellings.

  • 2014 top trends in mutual fund investing Wednesday, 15 Jan 2014 | 8:00 AM ET

    New investment strategies are emerging as rush to stocks continues. What's hot: ETFs, blockbuster and alternative funds, and smart global plays.

  • Is a peak coming in this key market metric? Thursday, 5 Dec 2013 | 10:13 AM ET

    The NYSE is buzzing about this metric. Is it nearing a peak? And what's the scariest part? Tom Kee from Stock Traders Daily crunches the numbers.

  • Emerging markets poised for further rally: BofA-ML Monday, 21 Oct 2013 | 12:52 AM ET

    Emerging market equities are poised to extend gains into year-end, said Bank of America-Merrill Lynch's fund manager survey for October.

  • Repeatedly burned, short sellers get gun-shy Monday, 21 Oct 2013 | 12:28 PM ET
    A trader works the floor of the NYSE.

    Even amid Federal Reserve stimulus short sellers have become gun-shy as the market continues to rally making bets against high-flying stocks.

Latest Special Reports

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    In-depth coverage on Alibaba's IPO, including roadshow coverage, expert analysis, and Alibaba's stock price.

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  • Unlock the keys to building a successful long-term financial plan: manage your money, grow your money, and protect it.