Investors are hesitant to put new money into capital markets right now because equity markets are at all-time highs, bond yields are near historically low levels and valuations are rich [Read more…] about GDL: Playing It Safe With Upside Potential

As investors of closed-end funds, we frequently come across funds with altered or unconventional strategies that are disregarded by the market and trading at deep discounts. Despite being overlooked by most investors [Read more…] about An Overlooked Fund That Provides Growth, Value And Income

We are now in the ninth year of a historically-low yield environment. Despite the Fed’s chatter and volatile economic data, the low-yield environment continues without a clear end in sight [Read more…] about A Preferred Pick For Value-Hungry Investors

Within the equity closed-end fund market, several funds exist with a primary objective of generating income and capital appreciation. While some believe this type of investment does not have a place in a traditional growth-oriented equity portfolio, there is an investment case for such strategies. In fact, this segment of the market can provide great value [Read more…] about An Investment for Value and Yield in Equity CEFs

The dust is starting to settle from one of the most bitter and contentious presidential elections in memory. If you’re retired, potential Trump administration tax changes provide a good opportunity for you to review your long-term financial plans and uncover areas to implement new strategies [Read more…] about What The Trump Tax Proposals Mean For High Net Worth Retirees

As investors, we are always searching for a stable and attractive yield without taking excessive risk. Currently, we seek opportunities that can provide an attractive return even as the Fed may raise short-term rates by a modest 25 basis points this December [Read more…] about Wells Fargo’s Troubles Create Buying Opportunity

Closed-end funds (CEFs) sometimes get lost in the never ending expanse of investment options. That certainly seems to be the case in recent months, as yield-starved investors continue to gobble up risky debt with coupons at all-time lows while ignoring safer plays in the fixed income CEF market [Read more…] about Why Are Yield-Starved Investors Ignoring Closed-End Funds?