Investing

Getty Images
Ford worker on the assembly line at the Ford Dearborn Truck Plant, Dearborn, Michigan.

Investment advisors are less bullish on the economy than they were a year ago, according to a new survey, but their outlook on U.S. financial markets remains largely positive. The latest TD Ameritrade Institutional RIA Sentiment Survey, released Thursday, found 2014 was a strong year for registered investment advisors who saw double-digit growth in clients, …

Beawiharta | Reuters
The oil storage depot at Indonesian oil company Pertamina in Jakarta

An investor could drive themselves to the point of paralysis trying to figure out the exact moment for an opportunistic energy stock investment. One day the oil prices are back up 5 percent—signaling a “bottom” has been reached—until the next day, when oil prices are back down by an equal amount—signaling that oil prices can, …

Pascal Bronze | Getty Images

The president’s goal is lifting the incomes of middle-class families that have stagnated in recent decades while more affluent Americans have benefited from economic growth. To do that, he proposed decreasing some tax benefits from the affluent in order to increase benefits for the less well off. Specifically, the president proposed to raise $1 billion …

Daniel Acker | Bloomberg | Getty Images

The housing recovery began losing steam toward the end of 2014. Rising home prices and tight credit combined to sideline potential buyers, especially those considering an investment in their first home. While hopes are high for 2015’s spring market, there are several headwinds that could derail some of that optimism. First and foremost is credit. …

Daniel Acker | Bloomberg | Getty Images
A Coca-Cola driver returns to his truck after making a delivery in Princeton, Illinois.

Warren Buffett favorite Coca-Cola has a secret formula for extra income that no other company has replicated. But it may also pose a unique risk for Coke shareholders. A little-noticed line on the company’s income statement reveals something that may surprise some investors: Coke actually makes more money from interest income than it pays out …

Oliver Burston | Ikon Images | Getty Images

When scientists at Caltech studied the brains of traders who successfully maneuvered through a market bubble, they found markers of two different traits. One was something along the lines of anxiety. Successful traders, defined as those who sold before the bubble popped in a lab, sensed in themselves an unease stemming from the perception of …

102067900-20140314-5522-571.578x276

Warren Buffett had a couple of billion-dollar loser days in October, and so far January isn’t doing him any favors either. IBM’s 3.6 percent drop in early trading Wednesday cost the “Oracle of Omaha” some $397 million, based on his 70,478,012 shares as of September 30. (His end-of-year holdings won’t be public until mid-February). On …

Jin Lee | Bloomberg | Getty Images

Most economists believe interest rates will rise this year. But with global growth slowing and depressed oil prices putting a lid on inflation, their conviction wanes almost daily. Both India and Switzerland have announced unexpected rate cuts this year. Meanwhile, prominent thinkers, including Jeffrey Gundlach and Paul Krugman, have been skeptical of higher rates all …

Getty Images

Global investors have regained some of their risk appetite and invested more of their cash in spite of the continuing oil price weakness and concerns over corporate earnings and global growth. Fund manager cash positions are at their lowest in six months, with investors instead turning to U.S. stocks and real estate according to the …

Getty Images
A worker pauses while drilling for oil on a derrick in the Bakken shale formation outside Watford City, North Dakota.

As the price of oil boomed, almost no bet seemed surer than master limited partnerships, which seemed to blend the growth appeal of the fracking revolution with the promise of high, relatively steady dividend-like yields. One sign of the buzz: 50 MLPs related to oil and gas went public between 2012 and last year. And …

Paul Bradbury | Getty Images

Every three months, stress levels rise on Wall Street as many companies have to deliver on earnings guidance. In fact, many parties involved in the process would rather do without it. That’s the result of a survey in conjunction with the annual ICR XChange Conference, a meeting of more than 2,500 investors, management teams, analysts …

101854043-162145616-[1].578x276

Shares of retailers that cater to low-income consumers, along with airlines, will get the biggest boost over the next 12 months from the collapse in oil prices, according to a sweeping report from Morgan Stanley research. “A 15 percent move in gasoline prices is worth $60 billion at an annual rate in consumer spending power, …

Halfdark | Getty Images

Kristina Jonathan, an Atlanta-based digital-marketing consultant, has no interest in keeping up with the proverbial Joneses. For years Johnson, 38, has lived frugally, investing in real estate, maximizing her 401(k) plan savings and reducing expenses. Andrey Artykov | Getty Images By Johnson’s own account, she has amassed a net worth of nearly $1 million and …

David Gunn | E+ | Getty Images

The improbable story making the rounds today of the 17-year old whiz kid of Wall Street who is rumored to have made $72 million trading the markets, while still in high school, is being widely disputed. Mohammed Islam, the alleged teenaged prodigy, said he had no idea where that dollar figure came from and that …

101330057-oil.240x160

Crude oil is hitting new lows, with WTI falling as low as $58.80 per barrel in early Friday trading. This, in turn, has crushed energy stocks. But one big trader seems to believe that the selling has produced a fat opportunity, and is now betting millions on an energy turnaround. In a large trade Thursday …