Working with a trusted advisor may help you create a sustainable income plan for a successful retirement experience, industry pros say.
Going from nest-egg saving to nest-egg spending may present a difficult challenge for many entering retirement, according to industry professionals.
When planning for retirement it’s important to keep in mind that your longevity may exceed your statistical life expectancy, say industry pros.
When planning for retirement income, it helps to understand the various risks you may encounter, says Christine Russell, TD Ameritrade.
Building an “income floor” may be a good first step when planning how to achieve sustainable retirement income, says Daniel Keady of TIAA.
Many facing retirement appear surprised by the challenges that await them, including the need to plan for regular income, industry professionals say.
Financial professionals provide a retirement update as they share perspectives on emerging trends and conditions affecting older individuals and their advisors.
Research director Mike Taggart of Nuveen shares his view of closed-end fund discounts and their appeal to bargain-seeking investors.
Larry Antonatos of Brookfield describes the potential benefits of investing in so-called real assets including real estate, infrastructure and natural resources.
At the midpoint of 2017, research director Mike Taggart of Nuveen provides a closed-end fund market update, sharing a perspective on sectors and discounts.
It’s not all about numbers. Sarah Newcomb of Morningstar says your financial health may depend on how much control you feel you have over your economic situation.
The potential for inflation to rise in coming years poses a threat to long-term investment portfolios, says Jeff Holt of Morningstar.
As Baby Boomers heading into retirement pursue investment income, Leo Acheson of Morningstar says it’s important to have a good financial plan.
Some investors may need to overcome psychological obstacles to better manage and enjoy their wealth, says behavioral scientist Steve Wendel of Morningstar.
Morningstar analyst Travis Miller shares a perspective on dividend investing strategies, noting that the yield spread with bonds remains attractive.
Advisor Rand Spero of Street Smart Financial in Lexington, Mass., shares his views on the need for sustainable income, particularly among older investors.
Morningstar analyst Gregg Warren suggests what asset managers need to offer investors to increase their brand appeal.
Morningstar analyst Emory Zink says demand for municipal bonds has been strong so far in 2017.
Morningstar analyst Emory Zink encourages investors concerned about taxable bonds to view their portfolio from a “holistic” perspective.
Portfolio manager Ken Fincher of First Trust Advisors shares a perspective on the potential impact of rising interest rates on closed-end fund investors.
Portfolio manager Ken Fincher of First Trust Advisors provides an update on closed-end fund discount trends in the first quarter of 2017.
Advisor Tammy Wener of RW Financial Planning in Lincolnshire, IL, shares the story of a 'poster child' client for how to retire successfully.
Jonathan Morgan of Canadian General Investments shares a perspective for investors on potential changes to the U.S.-Canada trade agreement.
"Real Advisor" Rand Spero of Lexington, MA, on finding creative ways to help clients manage their income and expenses in retirement.
Credit closed-end fund portfolio manager Chris Kilpatrick of Western Asset Management shares his view on the outlook for Emerging Markets.
"Real Advisor" with Jeff Fosselman of Relative Value Partners.
Closed-end fund investors continue to pursue income or regular cash flow, and in 2017 may find more strategies becoming available, says Anne Kritzmire of Nuveen.
Portfolio manager John Bellows of Western Asset Management shares a perspective on the global opportunity for investors.
When adding a CEF to a portfolio, consider how the fund’s strategy may fit your overall risk exposure, says Jonathan Morgan of Canadian General Investments.
CEF professionals highlight trends and opportunities including high-yield municipals, covered calls, corporate bonds and residential mortgage-backed securities.
Closed-end funds present potential opportunities to investors this year despite “rate hikes on the horizon,” CEF professionals say..
Real asset alternative investments in a CEF format may appeal to investors seeking inflation protection, says Larry Antonatos of Brookfield Asset Management.
Due to structural differences, some closed-end funds may have longer durations than their open-end fund peers, says Alaina Bompeidi of Morningstar.
After a “wild ride,” closed-end funds with Master Limited Partnerships may present opportunity to investors seeking income, says Jason Kephart of Morningstar.
Interest rate spreads may be more important than rising interest rates when it comes to impact on closed-end fund distributions, says Mike Taggart of Nuveen.
Rising interest rates may present short-term pain but long-term benefits to some closed-end fund investors, says Cara Esser of Morningstar.
Recession risk, interest rates and inflation are among key economic factors to keep an eye on in 2017, say CEF investment professionals.
Closed-end funds featuring senior loans, municipal bonds and MLPs may be worth considering in 2017, according to CEF investment professionals.
Closed-end fund professionals share perspectives on the 2016 CEF market and the outlook for 2017.
Longtime investment professional Maury Fertig of Relative Value Partners shares his perspective on “opportunities and risks” in the municipal bond closed-end fund sector.
Research shows CEF investors tend to be income seekers who are more educated, more open to new ideas and more affluent, says Anne Kritzmire of Nuveen.
One way to look at closed-end fund discounts is to view them as “free leverage,” says John Cole Scott of CEF Advisors.
The Chicago Cubs victory in the World Series suggests a few potential lessons for long-term closed-end fund investors, says research director Mike Taggart of Nuveen.
Closed-end fund discounts have narrowed this year, but may remain relatively attractive in some credit-sensitive areas, says Alex Reiss of Stifel.
New research shows 66% of financial advisors use closed-end funds for clients compared with 51% three years ago, says Anne Kritzmire of Nuveen.
The closed-end fund structure may appeal to long-term investors considering less-liquid assets, says Jonathan Morgan of Canadian General Investments.
Closed-end funds may offer attractive income potential to long-term investors searching for yield, says Jon Diorio of BlackRock.
Attractive discounts and income potential in a low-yield environment may explain a reported rise in CEF popularity with advisors, industry professionals say.
Political risk connected to this year’s U.S. presidential election appears minimal for CEF investors, according to Alex Reiss of Stifel and other professionals.
