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Where to Find 11% Yields

It’s time for some cautious optimism. Income investors have had it tough for too long now, settling for 2% yields on high-quality bonds and stocks…

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4 Closed-End Fund Picks as Rates Rise, Discounts Widen

Fixed-income closed-end funds have been falling in price for the past few weeks as rates rise, borrowing costs increase and investors flee… Read article on Barrons

Closed-End Fund Investors Should Watch the Activists

Activists get involved with closed-end funds when they are trading at a big discount to the value of their underlying securities. These moves can sometimes be good news for individual investors—but not always….

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Why It’s a Good Time for Loan Funds

Treasury bond yields are low, junk is volatile. For conservative investors, syndicated loans, perhaps in closed-end funds, look appealing…

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Northbrook, IL 60062

(847) 513-6300

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