Factor investing, accessed via smart beta ETFs, identifies factors offering excess or differentiated returns when targeted in a strategy.


Investors shouldn’t forget about these important factors when investing this summer, two analysts say.


A recent study shows that investors have figured out a way around the passive versus active management debate.

carl icahn

Shares of Allergan rose Tuesday after Carl Icahn revealed a ‘large position’ in the pharmaceutical company.

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Traders work on the floor of the New York Stock Exchange, Dec. 24, 2014.

It’s been a record week of selling for global stock markets, but you won’t have seen many professional investors panic-selling.


With just a few days left of the year, here’s a look at which assets performed well in 2015 and which were best avoided.

Investing in misfit stocks

Dominic Chu takes a look at the stocks that under-performed and whether their luck may change in the new year.

Simone Bechhetti | Getty Images

In the barren yield landscape of the last five years, real estate investment trusts have been one of investors’ favorite places to find income. The MSCI U.S. REIT Index, which has a current yield of just under 4 percent, was up 30 percent last year. It has returned an average of more than 12 percent …


BlackRock’s Peter Fisher said Monday he does not see the risky end of the corporate fixed income market sinking the overall U.S. economy like the bust in subprime mortgages did during the Great Recession.

Source: Stockpile
Stocks in your stocking this year?

Here’s a new idea for a holiday stocking stuffer: a gift voucher for stock. is now selling a physical gift card for shares of stock. Not unlike iTunes and retail stores, Stockpile gift cards come in denominations ranging from $25 — $100, and can be purchased on the checkout line of retailers like Kmart … | Getty Images

If you are among the estimated 2.8 million recent college graduates who find themselves thrust into the world of adulthood, you’ve probably discovered that grown-up stuff, such as budgeting and paying bills on time, is the worst. Many longtime adults agree with you (really, we do). But your elders who focused on personal finance when …

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It’s often assumed that financial planning for high-net-worth individuals is all about sophisticated investments and complex strategies that are either too expensive or otherwise off-limits to the general public. However, experts who deal with wealthy clients say those are rarely the focus. What these financial plans tend to revolve around are fairly basic strategies, such …

Xaume Olleros | Bloomberg | Getty Images

As the holidays near, investors face a crucial question: Do they believe last week’s bad earnings news from retailers, or are they banking on the generally solid economic data that normally points to a stronger season and might have shown up in some stronger retail earnings reports on Tuesday morning? That question has raced through …

Frederic J. Brown | AFP | Getty Images
Business investors Warren Buffett (L) and Bill Gates (R) gesture at the nationwide launching ceremony of Chinese electric vehicle BYD M6 in Beijing on September 29, 2010.

Warren Buffett said Monday morning that he wouldn’t sell any stocks based on the terrorist attacks in Paris. And in recent years, global events have become more important for the quintessential all-American investor. The Berkshire Hathaway chairman and CEO has been pursuing more global deals and European investments in particular. In the 2014 letter written …