Don't stress about the Federal Reserve's stress tests. There's still money to be made in the financial sector. Read More
Benjamin Shepherd is a recognized exchange-traded fund (ETF), mutual fund and stock expert with an extensive background analyzing time-tested funds, including their managers and strategies. Ben looks for investments that have proven themselves in both bull and bear markets. Ben also specializes in covering emerging markets, pinpointing the most dynamic investments in developing nations for market-beating growth.
Ben is an analyst for Global Income Edge and regularly contributes to Personal Finance, Investing Daily’s flagship product.
Analyst Articles
The Federal Reserve has released the summary results of its Supervisory Capital Assessment Program, affectionately known as “The Stress Test” and at first blush the results don’t appear nearly as dire as many had feared. Only 10 of the 19 outfits put through the rigors of the test came up light, with the government estimating that losses at the banks could total as much as $600 billion under its worst case scenario, requiring them to raise a collective $75 billion to cover shortfalls. And while $75 billion is a huge number in and of itself, it’s chump change when you compare it to what’s already been spent. Read More
A publicly traded partnership (PTP) can be one of the best investments you can make from a tax standpoint, but putting your return together can be difficult because of the K-1 form, with which many investors are unfamiliar. The K-1 is one of the biggest reasons why more investors don’t take advantage of PTPs. Read More
Crude oil prices have fallen nearly $30 per barrel and natural gas prices are off $3.50 per million British thermal units (MMBtu) since the beginning of July. This sudden, dramatic correction has sent shockwaves through the energy patch and prompted some unusual volatility in our favorite energy-related publicly traded partnerships (PTPs). Read More
Though a full recovery is still a ways away, the US economy is showing signs of life at the dollar's expense. That's good news for commodities. Read More
News and views from around the mutual fund world. Read More
We sit down to discuss the wide world of bonds with Carl Kaufman, manager of Osterweis Strategic Income (OSTIX). Read More
We take a close look at UMB Scout Stock's (UMBSX) performance and find that it's representative of the entire family. Read More
This fund was a high flyer for years, but a brutal 2008 has many investors wondering if its manager has lost his touch. Read More
These are the top funds in five major categories, ranked according to three-year returns. We primarily consider funds with managers in place for at least three years; the only exceptions are managers with at least three years’ experience in a similar capacity. We don’t rank funds with front or back-end… Read More