Undoubtedly, the last several months have been exceedingly difficult. We hope that you and your family are staying safe and sound during this challenging period.

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A closed-end fund (CEF) is a type of mutual fund. Like most mutual funds, these funds hold a portfolio of underlying stocks, bonds, and other securities. But there are several factors that make these funds unique when it comes to how shares are issued and the price these shares trade at.

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The world’s central banks — the Bank of Japan, the European Central Bank, and the Fed — are tasked with managing inflation within the global economy. In recent years, inflation (as defined by rising prices for goods and services) has remained relatively low.

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Comprehensive wealth management is about more than just developing a financial plan and putting your assets to work. It should also be about insulating your wealth from unnecessary taxation. 

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As a general rule, it’s always wise to diversify your portfolio. This is a common message from wealth managers, and rightly so: diversification can help investors achieve a lower level of market risk for a given level of expected performance. 

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According to a study by Vanguard, advisors provide “about 3.00%” to client portfolios.¹ The study also found that this value isn’t just coming from investment management or asset allocation strategies, it was coming from the more nuanced services that advisors provide to their clients: behavioral coaching, decumulation planning, tax-efficiency, and cost-effective portfolio implementation.

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Throughout my career, I’ve focused on fixed income and structured finance.  I co-manage RVP’s Durable Opportunities Strategy (previously called Durable Income Strategy) along with Bob Huffman and Maury Fertig. In this short article, we wanted to provide insights on how the strategy is managed and where the strategy fits within a diversified portfolio.

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