Investing Ideas

The latest on stocks, bonds and funds, plus strategies to help manage your portfolio.

Mutual Funds & ETFs

  • The pros and cons of REIT ETFs

    Exchange-traded funds can be a great way to get a wide range of access to real estate investment trusts. But investors should prepare themselves for returns that can vary from the broader market.

  • Shifting to more defensive funds

    If you're worried about a market downturn, it may be time to look at investments that weathered the last bear market. These eight funds managed to beat a large majority of their peers in the 2008 crisis.

  • Looking to longer-dated muni bonds for yield

    Bond investors have been focusing on the flattening yield curve for treasuries. But meanwhile the curve for munis has been getting steeper, and that could make longer-dated securities more attractive.

  • Sector shift could be good for tech investors

    Some of technology's biggest names are getting all-new classifications. While there may be some disruption in the beginning, the changes could offer more flexibility for building a portfolio.

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Stocks

  • Why cement and rock stocks could rebound

    In a strong economy, shares of building material companies tend to do well. Despite a recent slump, their stocks may soon rise as cities and states start to give their infrastructures some much-needed care.

  • 5 investments for a cold winter

    The forecast is calling for frigid weather, and natural gas inventories are at some of their lowest levels in years. With a chill on the way, these five energy stocks may help warm up your portfolio.

  • Generic drug makers may be poised to rebound

    A number of factors led to an accelerated drop in shares of generic pharmaceutical companies, but many of the top players have been addressing issues, and it looks like the worst may be behind them.

  • Protecting yourself if the yield curve inverts

    There's been a lot of talk about the possibility of an inverted yield curve and what that means for the economy. If it happens, these investments may be a good way to help shield your portfolio.

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Bonds

  • Protecting yourself if the yield curve inverts

    There's been a lot of talk about the possibility of an inverted yield curve and what that means for the economy. If it happens, these investments may be a good way to help shield your portfolio.

  • Spotting the next financial crisis

    It's been a decade since the collapse of Lehman Brothers and the Financial Crisis that followed. While circumstances have changed a lot since then, some of the same conditions may be in place today.

  • How corporate debt became a 'quiet haven'

    Oleg Melentyev, an analyst at BAML, highlights the resilience of high-yield corporate debt in a turbulent year for financial markets.

  • Looking to longer-dated muni bonds for yield

    Bond investors have been focusing on the flattening yield curve for treasuries. But meanwhile the curve for munis has been getting steeper, and that could make longer-dated securities more attractive.

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Investing Strategies

  • Identifying the next financial crisis

    Steve Rattner, chairman and chief executive officer at Willett Advisors, and Jim Millstein, founder and chief executive officer at Millstein & Co., discuss the factors that could potentially lead to the next financial crisis.

  • Protecting yourself if the yield curve inverts

    There's been a lot of talk about the possibility of an inverted yield curve and what that means for the economy. If it happens, these investments may be a good way to help shield your portfolio.

  • Spotting the next financial crisis

    It's been a decade since the collapse of Lehman Brothers and the Financial Crisis that followed. While circumstances have changed a lot since then, some of the same conditions may be in place today.

  • Grading Americans on financial literacy

    A recent study reveals that most Americans would fail a basic investment knowledge test. Take the following test and find out how financially literate you are.

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