Relative Value Partners merged with Kovitz Investment Group Partners, LLC as of August 2024. All Insights are opinions of the author as of the posting date. Any graphs, data, or information in this publication are considered reliably sourced, but no representation is made that it is accurate or complete, and should not be relied upon as such. This information is subject to change without notice at any time, based on market and other conditions. Past performance is not indicative of future results, which may vary.
Hackers and those that commit cybercrimes are becoming more and more sophisticated. We understand the importance of protecting your family and financial assets from cybercrime. We work with Fidelity because of their commitment to fighting cybercriminals and their leadership role in keeping financial accounts safe.
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As we’ve covered in previous articles, closed-end funds (CEFs) are an oft-overlooked corner of the capital markets. Maury Fertig recently joined the popular financial podcast “Money Life with Chuck Jaffe” to talk about opportunities and challenges in the CEF market, including:
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On October 26th, we held a webinar to discuss the 2020 election and what the results could mean for year-end tax planning. As we discussed during the webinar, year-end planning during an election year requires us to work within the boundaries of existing laws while also trying to determine what the future could hold.
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A closed-end fund (CEF) is a type of Registered Investment Company, similar to a mutual fund. Like most mutual funds, these funds hold a portfolio of underlying stocks, bonds, and other securities. However, there are two important distinctions that make these funds unique.
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If you are over the age of 72 and have a traditional IRA or qualified employer retirement plan, you must take Required Minimum Distributions (RMDs) each year. Failure to do so can result in a 50% “excess accumulation” tax penalty on the amount that was not distributed; in other words, if your RMD is $50,000, the tax penalty is $25,000.
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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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Click below for a recap of what happened in the market and RVP’s portfolios during Q4 2019.
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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Click below for a recap of what happened in the market and RVP’s portfolios during Q3 2019.