Investing

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An alternative investment is anything that is not one of the three traditional asset types: stocks, bonds and cash. That means there is a wide range of investments that fall under the alternative investments umbrella, including hedge funds, managed futures, real estate, commodities and derivatives contracts, explains Richard Coppa, certified financial planner and managing director …

What is a stock split

Netflix splits its stock 7-for-1, but do splits really matter?

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Financial advisors are facing two dueling forces: They desperately want to attract millennials to replace their aging stable of clients, but clients with low account balances—which many young investors happen to be—are unprofitable. Not surprisingly, just 16 percent of millennials say they work with a financial advisor, about half the rate that baby boomers do, …

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Bonds, the seemingly boring and inscrutable partner to equities, don’t usually generate much excitement. But they play important roles in portfolio planning, offering diversification and fixed-income opportunities. The wide variety of bond instruments provides the opportunity for age-appropriate strategies throughout the client’s life span. CNBC consulted with several advisors on how they employ bonds when …

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A new report should put active managers out there at ease. It makes the case that intellect is not at fault for their chronic underperformance against the S&P 500. It’s the S&P 500‘s fault. “In this note we offer investors a break some may need—they are being compared to a moving target, and that target …

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Let me just start this by saying thank you to all those corporate chieftains for the lovely returns over the last six years. Bravo. You rocked it, and my investors and I greatly appreciate it. We toughed it out through the Great Recession, stuck to our investments, and we are richer for it. You chieftains …

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Lending Club founder and CEO Renaud Laplanche rings a ceremonial bell to begin trading during the company's IPO on the floor of the New York Stock Exchange, Dec. 11, 2014.

One company is aiming to make peer-to-peer lending much easier. LendingRobot, the automated investment service for peer-to-peer lending, introduced its new feature Thursday: fully automated loan transactions on the LendingClub secondary market. LendingClub is an online marketplace for loans that directly connects borrowers with investors. When an investor wants to invest in LendingClub loans, the …

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Part art, part science, asset allocation is the mix of a portfolio’s stocks, bonds and other investments that can help it meet a particular goal. In an oft-cited study, Brinson, Hood and Beebower noted that asset allocation—not investment acumen or market timing—accounts for more than 90 percent of an investment’s return. Asset allocation is supposed …

Investing craze in rural China

Stock investing within China has become more popular, even in rural farm towns.

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Quite simply, bottom-up investing focuses on individual securities rather than on the overall movements in the securities market or the prospects of particular industries. The bottom-up approach assumes that individual companies can do well even in an industry that is not performing very well. This is the opposite of another approach, called top-down investing. Making …

Brendan McDermid | Reuters
Traders work on the floor of the New York Stock Exchange.

Companies finally may be getting the message that it’s better to invest in the future. After years of lackluster growth, mergers and acquisitions have taken off in 2015, thanks in good part to a blockbuster May that marked the second best month ever for deals involving U.S. companies, according to S&P Capital IQ. The $234 …

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Traders work on the floor of the New York Stock Exchange.

Owners of Qualcomm stock may be looking around wondering where everybody else is. New data shows that Qualcomm has fallen off the list of the top 20 most held institutional stocks. The data comes from a new report by eVestment, at which CNBC got an exclusive first look. The full report is set to be …

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The shortened trading week begins with a triple-digit decline on the Dow and now, some are wondering if the summer months will bring more of the same.

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Carl Icahn’s big bet on Apple is now one of the greatest trades of all time. Icahn has made about $3.4 billion on the technology company since he first tweeted about the position on Aug. 13, 2013, according to a CNBC analysis of public ownership disclosures and stock prices. ( Tweet this ) That gain …

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Where do you want to spend your retirement? Americans almost universally say they want to be in their own homes, close to their families and near good friends. If they develop significant health issues—as they almost certainly will later in retirement—they want to deal with them where they live for as long as they can. …