Investing

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Active managers have found a way to make exchange-traded funds—so-called ETF strategist funds—their friends. ETF strategists are active managers who design their own asset allocation models but have to make their market bets with at least 50 percent of holdings in ETFs, according to Morningstar’s widely accepted definition. They are the only investment products growing …

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The Fed’s easy money policy has undoubtedly put the U.S. economy on firmer footing. Rock-bottom interest rates contributed to the recovery in the housing market and bolstered investors’ appetite for stocks, among other benefits. But the central bank’s long-running stimulus program also exacted a toll on millions of American retirees. For years now, retirees, who …

Mutual funds & startups

How do you feel about your mutual fund investing in Silicon Valley starups? You may not know it, but according to a report in today’s Wall Street Journal, your fund could have some shares of newbies like Airbnb and Dropbox, if your money is manages by BlackRock, Fidelity, Janus or T. Rowe Price.

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It’s been another harrowing week for investors, with all the major U.S. markets falling by about 1 percent between April 10 and 15. For the average investor, selloffs bring fears of another recession, but for more astute stock pickers, a market drop is often a chance to pick up stocks at a bargain. There’s one …

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As the Nasdaq nears the important -10% correction level, a number of major Nasdaq-100 stocks are down even farther—bear market territory, or a loss of 20%. Read More Stocks fall, with Nasdaq hit hard Ticker Company % Below 52-Wk High VIP VimpelCom Ltd. Sponsored ADR -45.70% CTRX Catamaran Corporation -32.10% VRTX Vertex Pharmaceuticals Incorporated -31.50% NFLX …

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For the last 20 years, it didn’t particularly matter whether you owned U.S. bond funds or individual bonds. Fueled by falling interest rates, they both delivered consistent income and a counterbalance to equity market volatility. No wonder the market grew faster than the domestic economy and tripled in size to just under $37 trillion. But …

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With last year’s bond market selloff fresh on the minds of Americans and interest rates likely to climb, bonds have become a bitter pill for many investors. “Investors feel like they don’t need to be in bonds right now because the stock market has been good and bonds have underperformed,” said certified financial planner Kent …

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Liberty Media has decided to put Barnes & Noble down. Should investors follow the smart money or read on? The media company controlled by John Malone has sold 90 percent of its roughly 17 percent stake in the country’s largest bookstore chain, a move that sent the shares down 13 percent in midday trade Thursday. While Liberty didn’t …

Chris Ratcliffe | Bloomberg | Getty Images
Muhtar Kent, chairman and chief executive officer of Coca-Cola Co., speaks during a session of the World Economic Forum in Davos, Switzerland, Jan. 23, 2014.

Coca-Cola investor Wintergreen Advisers stepped up its criticism of the company on Wednesday, arguing that the amount of shares issued to executives was excessive in light of the company’s slow earnings growth. “In a slow-growth business, this is going to make it harder to do well,” Wintergreen CEO David Winters told CNBC Digital. Winters said …

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Coca-Cola investor Wintergreen Advisers stepped up its criticism of the company on Wednesday, arguing that the amount of shares issued to executives was excessive in light of the company’s slow earnings growth. “In a slow growth business, this is going to make it harder to do well,” Wintergreen CEO David Winters told CNBC Digital. Winters …

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Emerging markets roared like a lion in March, and they’ve continued their surge into April. As of Tuesday, iShares MSCI Emerging Markets ETF was up more than 7 percent since March 19, the result of the exchange-traded fund’s best nine-day winning streak since September. Other emerging-market ETFs have performed strongly. India rose 7 percent and China climbed 8 percent during the …

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To have a bright financial future, you need to start focusing on your financial health. April is National Financial Literacy Month and a great time to make this a top priority. Physician, educator and best-selling author Dr. Deepak Chopra says the road to wealth must include a holistic approach to wellness and emotional health. The “secret” to …

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Two kinds of mail are delivered reliably in late spring: income-tax refund checks and college acceptance letters. Unfortunately, what isn’t so reliable is the cost of that four-year education—with college costs continuing to soar year over year, nearly 70 percent of college students carry debt upon graduation. If your child or grandchild will be heading …

Millennial investors

A peek into what the future of Wall Street might look like, as some young millennial investors met at the University of Dayton’s “Rise” conference, discussing their investment strategies. Dominic Chu was there.

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What’s working, what’s not and which important investing trends have emerged as the calendar quickly approaches the end of the quarter.