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Financial Advisor July 2006 Marla Brill |
Options For Generating Income Judging from a slew of recent offerings, Wall Street is betting that a high-yielding twist on an old fund idea will attract investors looking for higher interest rates who are wary of fluctuating bond prices. |
Registered Rep. June 1, 2006 Stan Luxenberg |
The Discount Mystery When exchange-traded funds appeared in the 1990s, some observers predicted that the new vehicles would doom their older cousins, closed-end funds. But lately those boring old closed-end funds have been attracting renewed attention. |
Financial Advisor June 2008 Eric Uhlfelder |
Searching For Yield Venture just slightly beyond familiar places advisors look for income and advisors can find opportunities in which to find yield. |
BusinessWeek January 16, 2006 Aaron Pressman |
Discount Days For Closed-End Funds A glut of new funds worsened year-end slides. But that means you might find a deal |
Financial Planning December 1, 2007 Douglas R. Bond |
In Search of Yield A noted fund manager explains a strategy for trading closed-end funds. |
Financial Advisor May 2012 Alan Lavine |
A Few Bargains Be selective when buying closed-end stock funds. |
Financial Advisor November 2008 Alan Lavine |
In The Basement Like many other securities, closed-end preferred stock funds have been hit hard by the national financial crisis. |
BusinessWeek September 29, 2003 Ian Katz |
Closed-Ends: The Window Is Closing Their heavy reliance on bonds makes them risky when rates are rising. |
The Motley Fool August 27, 2010 Dan Caplinger |
A Disaster Waiting to Happen Paying up for funds that just give you your money back isn't smart. |
Financial Planning October 1, 2005 Donald Jay Korn |
The Quest for Yield With a flat yield curve and low interest rates, some financial planners are discovering income in an alternative universe. |
The Motley Fool December 1, 2004 Rick Aristotle Munarriz |
A Dollar for 85 Cents Closed-end mutual funds offer more bang for your investing buck as long as they are trading at a discount. |
Financial Planning July 1, 2008 Donald Jay Korn |
Better Yields Yield can be found in a variety of places, from the most common to the highly esoteric. Here's a look at some of them. |
Financial Planning September 1, 2005 Susan Weiner |
Proceed with Caution High-yield bond funds have hit some potholes recently, but don't consign them to the junk heap just yet. |
Financial Advisor October 2007 Eric Uhlfelder |
Income Alternatives Preferred stocks are some of the best sources of income that many investors don't know about. |
Investment Advisor May 2010 Savita Iyer-Ahrestani |
The Up Side of Fear and Greed RiverNorth Core Opportunity takes advantage of inefficiencies in the closed-end fund business in an open-end mutual fund. |
Registered Rep. June 11, 2014 Stan Luxenberg |
Bargains in Closed-End Funds? According to Thomas J. Herzfeld Advisors, the average closed-end bond fund now sells at a 6% discount to the value of its assets. You can buy $1 worth of bonds for 94 cents. |
Financial Advisor August 2012 Alan Lavine |
Preferred Stock Market Going Through Changes Regulatory changes may lead to a dramatic fall in issuance. If you plan to invest client assets in preferred stocks, be sure to put on your financial analyst's hat. |
The Motley Fool June 18, 2009 Dan Caplinger |
3 Overpriced Investments You Shouldn't Buy In this market, you shouldn't pay a premium for anything, and you don't have to. |
The Motley Fool January 26, 2007 Rick Aristotle Munarriz |
Dividend We Fall A new closed-end fund is large and, unfortunately, ready to charge. Alpine Global Dynamic Dividend Fund trades at a 3% premium, and it never traded below its $20 IPO price. |
The Motley Fool October 16, 2006 Dan Caplinger |
Get More Than You Pay For: Part 2 Because closed-end funds have a fixed number of shares and trade only on stock exchanges, there are potential opportunities and pitfalls for people who invest in them. |
Real Estate Portfolio Nov/Dec 2004 Christopher M. Wright |
The Investment Landscape Martin Cohen of Cohen & Steers and Jim Keagy of Barclays Global Investors comment on the strong run the REIT equity market has been on and where REITs as an investment alternative are heading. |
Real Estate Portfolio May/Jun 2005 |
The State of REITs REITs have outperformed over both the short and long terms amidst a variety of market fundamentals. Here, 18 REIT professionals give their unique perspectives on the future of the REIT market. |
Real Estate Portfolio Jan/Feb 2003 |
2003 Investor Outlook Leading investors weigh in on the key issues shaping the REIT industry |
On Wall Street April 1, 2010 Elizabeth Wine |
ETFs and Closed-End Funds: New Strategies for a New Day The range of ETFs continues to grow and advisors are graduating to the next level of sophistication, from the traditional use of gaining quick access to a sector or country, to now delivering alpha to clients. |
The Motley Fool February 23, 2010 Dan Caplinger |
Don't Let These High Yields Fool You Some payouts are too good to be true. Sometimes, a high-yielding investment might seem like the best answer to your financial problems. Unfortunately, closed-end funds with high yields are much riskier than you think. |
Financial Advisor July 2004 Alan Lavine |
Potential Shields From Rising Rates Loan funds may be a low-risk option for investors. |
Financial Advisor October 2009 Michelle Knight |
Cashing In On Cash Flow Retirement-age investors need not resign themselves to a portfolio of Treasury bonds with pitifully low yields. |
Real Estate Portfolio May/Jun 2004 Art Gering |
Fitting In As a leading equity source for income, REITs try to find their rightful place in dividend-focused funds |
The Motley Fool August 16, 2004 Mathew Emmert |
Closing In on Dividends Closed-end mutual funds can supplement your dividend-paying stock portfolio. |
BusinessWeek January 29, 2007 Lewis Braham |
Have REITs Lost Their Footing? With dividend yields now below those of T-Bills, it could be time for smart investors to beat a retreat. |
Real Estate Portfolio Jan/Feb 2005 |
2005 Investor Outlook A panel of leading REIT investors offered cautious optimism on the near-term health of the real estate market and little doubt about the long-term value of REIT investing. |
Financial Planning January 1, 2007 Donald Jay Korn |
Falling Star? Commercial real estate securities went through the roof last year. So will they follow their retail cousins by plunging back to earth in 2007? For planners concerned about investing in pricey real estate securities, diversification is a proven strategy for risk reduction. |
BusinessWeek July 4, 2005 Aaron Pressman |
Option Income Funds: Watch Out Option income funds, which hold stocks and sell call options against them, offer payouts that are generous in these low-yield times, but the risks are great. |
Financial Advisor February 2007 Eric Rasmussen |
Location, Location, Location With REITs hotter than ever, financial advisors are looking overseas for newer, riper real estate securities. |
The Motley Fool April 29, 2010 Jordan DiPietro |
These Dividends Are Outrageous There are safer, more prudent ways to generate income than closed-end funds. |
Financial Advisor December 2010 Eric Uhlfelder |
Going Global Investors have entered some less explored foreign corners of the debt market in their search for yield. So far, it has been paying off, but caution is needed. |
Registered Rep. December 1, 2002 Stan Luxenberg |
Calming the Terrified Client For most clients, however, there are options more lucrative than principal-protection funds that provide a respectable return without assuming the risk of straight equity funds. Consider, for example, closed-end municipal bond funds. |
Financial Advisor October 2011 Bruce W. Fraser |
Lost In The Crowd For all their risks, preferred ETFs offer high yields, good liquidity and diversification. |
The Motley Fool February 11, 2010 Dan Caplinger |
A Better Way to Buy Buffett? Berkshire Hathaway's closed-end fund now comes with a discount, but is it a good deal? |
Real Estate Portfolio Sep/Oct 2004 Steve Bergsman |
REITs & Rates Opinions are split on what impact, if any, a higher rate environment will have on investing in REITs. |
The Motley Fool December 20, 2010 Russ Krull |
Muni Bond ETFs? Not So Fast An argument against municipal bond exchange-traded funds. |
BusinessWeek January 31, 2005 |
This High-Yield Fund Skirts Risk Alex Lock's strategy at Westcore Flexible Income is to look for "solid, stable companies that offer attractive yields over the long-term." |
Financial Advisor August 2010 Eric Uhlfelder |
Up Down Under For superior economics, equity appreciation and income, few countries compare with Australia. |
Financial Advisor March 2012 Eric Uhlfelder |
A Compelling Asset Class MLPs provide a source of reliable income and asset price stability that's hard to match. |
Financial Planning May 1, 2005 David A. Twibell |
Are REITs Too Rich? Real estate investment trusts have been standout performers. But after five years of market-beating returns, are they poised for a fall? |
The Motley Fool April 12, 2007 Amanda B. Kish |
The Mystery of Closed-End Funds Why are these obscure investments suddenly gaining popularity? Approach buying a closed-end fund the same way you would approach buying an open-end fund. Ask yourself: Does this fund make sense in the context of my overall portfolio? |
The Motley Fool April 5, 2004 Rick Aristotle Munarriz |
85 Cents for a Dollar? Closed-end mutual funds offer more bang for your investing buck. |
On Wall Street March 1, 2011 Jerry Webman |
The End Of The Bond Empire? Now, investors reasonably ask whether fixed income investments actually have a future. My answer is that they do. |
BusinessWeek October 20, 2003 Mara Der Hovanesian |
Prime Time For Prime-Rate Funds These funds can help protect you against the risk of higher interest rates. |
The Motley Fool May 17, 2011 Dan Caplinger |
Why Closed-End Funds Scare Investors These ETF ancestors used to be all the rage, but now they're out of favor. |