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Results 101–150 of 232 found.

Retirement Planning
by Investius News, 10/10/16

Before choosing investments, it’s important to plan how your portfolio will serve your retirement years, says Michael Rodenbaugh of Boardwalk Financial Strategies.

Interest Rates
by Investius News, 10/3/16
An interest rate hike by the Fed may present short-term “discount opportunities” in the closed-end fund market, industry professionals say.

'Trifecta’ Opportunity
by Investius News, 9/26/16
Portfolio manager Peter Vanderlee of ClearBridge Investments says investors may find a “trifecta” investment opportunity in some equity-based closed-end funds.

CEF Market Update
by Investius News, 9/19/16
The CEF market generally has performed well during the first three quarters of 2016, industry professionals say.

Total Return
by Investius News, 9/12/16
A total return approach may help long-term investors maintain purchasing power into the future, says Michael Rodenbaugh of Boardwalk Financial Strategies.

“Jittery” Retirees
by Investius News, 9/6/16
In his experience, retirees may be less risk-tolerant and more “jittery” about their investment portfolio, says advisor Rand Spero of Street Smart Financial.

Financial “Story”
by Investius News, 8/29/16
Behind every financial decision is a personal “story,” says behavioral economist and author Sarah Newcomb, PhD, of Morningstar.

International Equities
by Investius News, 8/22/16
International equities have lagged US stocks in recent years, but still play a role in diversified portfolios, says Michael Rodenbaugh of Boardwalk Financial Strategies.

Retirement “Coverage”
by Investius News, 8/15/16
Advisor Rand Spero of Street Smart Financial says retirees are often concerned about longevity, and their potential need for 30-plus years of financial “coverage.”

Risk Psychology
by Investius News, 8/1/16
A new generation of risk psychology suggests investor risk needs to be assessed head-on as a behavioral challenge, says Steve Wendel of Morningstar.

High-Yield Bond CEFs
by Investius News, 7/25/16
High-yield bond CEFs may appeal to income investors comfortable with potentially higher volatility, says analyst Sumit Desai of Morningstar.

Income Concern
by Investius News, 7/18/16
Among challenges facing retirees, concern about income may be the biggest, says advisor Holly Mazzocca of Bartlett, an investment firm based in Cincinnati, Ohio.

Savings Longevity
by Investius News, 7/11/16
After accumulating assets for retirement, a withdrawal strategy is needed to help increase the longevity of your savings, says William Meyer of Social Security Solutions.

Retirement Risk
by Investius News, 6/27/16
A significant loss in your portfolio just before entering your retirement years poses a critical risk, says Sabrina Bailey of Northern Trust.

Risk Perspective
by Investius News, 6/20/16
Risk amounts to unexpected results and risk levels should be carefully monitored in portfolios, says Bob Browne of Northern Trust.

CEF IPO Evolution
by Investius News, 6/13/16
Closed-end fund initial public offerings (IPOs) are evolving in an effort to better meet investor needs, say industry professionals.

CEF Investors
by Investius News, 6/6/16
Retail investors continue to account for most of the activity in the closed-end fund market, say industry professionals.

CEFs For Retirees
by Investius News, 6/2/16
CEFs may help retirees add potential income to their investment portfolios, say industry professionals.

CEFs In A Portfolio
by Investius News, 5/23/16
CEFs may help add yield as a component of a balanced, long-term investment portfolio, industry professionals say.

CEF Discounts
by Investius News, 5/16/16
CEF discounts have narrowed but remain relatively attractive, especially in some areas, according to industry professionals.

Sector Views
by Investius News, 5/11/16
Several asset classes or sectors may present potential opportunity to CEF investors, according to recent views expressed by industry professionals.

Muni CEFs “Intriguing”
by Investius News, 5/2/16
Municipal bond CEFs may pose an “intriguing” opportunity for investors aware of potential risks, says Stephen Fox of Nuveen Investments.

CEF Market Update
by Investius News, 4/25/16
The CEF market experienced a “roller coaster ride” in the first quarter of 2016 and may see more volatility ahead, industry professionals say.

Income Ideas
by Investius News, 4/18/16
Rejecting “pessimistic” outlooks on the economy, portfolio manager Christopher Kilpatrick of Western Asset shares income ideas for CEF investors.

Canadian View
by Investius News, 4/11/16
For CEF Investors, there’s a “world of opportunity” to consider outside the U.S., says Jonathan Morgan, President and CIO, Canadian General Investments.

Change Factor
by Investius News, 4/4/16
The broader investment arena may be changing more rapidly than the CEF market, but change remains an important factor for investors, says Jon Diorio, Managing Director, BlackRock.

Global Outlook
by Investius News, 3/28/16
When diversifying your portfolio, fund correlation may be an important consideration, says John Cole Scott, CIO, CEF Advisors.

Global Outlook
by Investius News, 3/21/16
European equities appear attractive to US investors, says Rennie McConnochie, Head of Global Banks, Aberdeen Asset Management.

Volatility View
by Investius News, 3/14/16
Market volatility has created potential opportunities for CEF investors, says Brian Buehring, Managing Director, Portfolio Specialist, Nuveen Investments.

What You Need to Know About Municipal Bonds
by Investius News, 3/10/16
Before investing in municipal bonds, know where you want to be on the yield curve and the credit spectrum, and whether your client is subject to AMT, says John Miller, Co-Head of Fixed Income, Nuveen Investments.

2 Sectors To Consider
by Investius News, 3/7/16
CEF investors may want to consider the taxable income and covered call sectors, says Stephen Minar, Vice President, BlackRock.

What You Need to Know About Closed End Funds
by Investius News, 3/3/16
Allen Webb, a portfolio specialist at RiverNorth Capital Management, says when it comes to closed-end funds it's important to "know what you own."

Muni Outlook: “Broadly Stable”
by Investius News, 2/29/16
Municipal bonds currently offer a “broadly stable” asset class that may appeal to CEF investors, says John Miller, Co-Head of Fixed Income, Nuveen Investments.

CEF Market Update
by Investius News, 2/22/16
Discount levels present potential opportunity in the currently challenging closed-end fund market, says Allen Webb of RiverNorth Capital Management.

Fund Selection
by Investius News, 2/15/16
When selecting a closed-end fund, investors need to be mindful of potential risks, including interest rates and volatility, says Ken Fincher of First Trust Advisors.

Oil Prices & MLPs
by Investius News, 2/8/16
The oil price crash has affected energy-related Master Limited Partnerships, but David Grumhaus, Jr., of Duff & Phelps, says it’s time for advisors to “take another look” at the MLP sector. Low valuations may present a buying opportunity.

Municipal Bond CEFs
by Investius News, 2/1/16
Municipal bond CEFs have performed relatively well in recent years and remain attractive in 2016, says senior analyst Cara Esser of Morningstar.

Reacting To Volatility
by Investius News, 1/25/16
Long-term CEF investors may face a volatile market in 2016, says Mike Taggart of Nuveen Investments, who sees potential opportunity in taxable fixed-income funds.

CEF Market View
by Investius News, 1/19/16
Get ready for a bouncy ride. Volatility in the CEF market may continue in 2016, says senior analyst Cara Esser of Morningstar.

Thinking International
by Investius News, 1/11/16
Closed-end funds may appeal to investors thinking about international strategies for portfolio diversification, says John Cole Scott of CEF Advisors.

An Institutional View
by Investius News, 1/4/16
Institutional investor Cliff Short of Ashford Capital Management says when considering CEFs he looks at asset class, discount and yield, among other factors.

Discount Response
by Investius News, 12/21/15
Corporate efforts to narrow CEF discounts include share buybacks and fund mergers, say Ken Fincher of First Trust Advisors and Mariana Bush of Wells Fargo Advisors.

Income Opportunity
by Investius News, 12/14/15
Despite a rising rate environment, CEF strategist Rob Shaker of Shaker Financial Services, says he’s “bullish” on the income opportunity for investors.

Rate Watch
by Investius News, 12/8/15
Interest rate changes may affect closed-end fund performance in the fourth quarter of 2015, says Cara Esser of Morningstar.

Millennials, Too
by Investius News, 11/30/15
The Millennial segment of younger investors may find attractive qualities in closed-end funds, say Anne Kritzmire of Nuveen and Amy Charles of Raymond James.

Asian Market Update
by Investius News, 11/23/15
China’s evolving economic conditions may affect Asian market CEF strategies, says Rennie McConnochie of Aberdeen Asset Management.

Covered-Call CEFs
by Investius News, 11/16/15
In periods of market volatility, income-oriented investors may want to consider covered-call closed-end funds, says Stephen Minar of BlackRock.

CEF Market Update
by Investius News, 11/9/15
As relatively wide discounts persist, the closed-end fund market presents potential opportunities to investors, says John Cole Scott of CEF Advisors.

Relative Yield
by Investius News, 11/4/15
Two potentially attractive features of closed-end funds are relative yield and asset pool stability, says Stephen Minar of BlackRock.

Global Bonds
by Investius News, 10/26/15
Income-oriented investors pursuing higher yield may want to consider closed-end funds with global bonds and “think broadly,” says Tim Palmer of Nuveen Investments.
Results 101–150 of 232 found.