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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. |
Investment Advisor September 2005 Eric Uhlfelder |
Primed for Income An old standby -- the closed-end fund -- is showing new life, finding a receptive audience among the income needy. |
The Motley Fool May 27, 2010 Dan Caplinger |
3 Isn't Always Better Than 1 This fund uses several different strategies to maximize income, but still falls short. |
The Motley Fool December 6, 2010 Bryan Hinmon |
Better Than Buy and Hold Use call options to boost your returns. |
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. |
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. |
The Motley Fool June 13, 2011 Bryan Hinmon |
Buy and Hold Is Dead Don't miss out on this portfolio-boosting options strategy. |
BusinessWeek April 16, 2007 Aaron Pressman |
Funds For The Dividend Junkie Put your money in one of the new, so-called dividend capture funds, and you get the equivalent of six dividends a year. |
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 |
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. |
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 Planning October 1, 2010 Geoff Considine |
Yield vs. Risk New rules for income investing not only help investors to avoid these extremes, but also show the way to create income portfolios that provide the most yield available for a given level of risk. |
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 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 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. |
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. |
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. |
BusinessWeek July 18, 2005 Adrienne Carter |
Pushing Index Funds A Bit Higher Mutual funds that start with indexing and then tweak here and there to help increase returns. |
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. |
Financial Advisor June 2004 Kevin M. Wilson |
Why Value Beats Growth Portfolios using asset allocation combined with value investing produce better financial results. How should you advise clients to invest? |
The Motley Fool December 23, 2009 Dan Caplinger |
The Do-It-Yourself Way to Save Your Retirement If you want to protect yourself from stock market losses, doing it yourself can help you save a bundle. |
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. |
Financial Advisor March 2004 Marla Brill |
Filling The Tax-Favored Dividend Void Investors seem to covet higher dividends and lower taxes. Forty-three percent of respondents to a recent survey of 600 individuals conducted by American Century Investments said they are more likely to buy stocks that pay dividends qualifying for the new tax rate. |
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. |
Investment Advisor February 2009 |
A New Benchmark for Advisors With many advisors using an asset allocation strategy, the S&P 500 is no longer a great benchmark against which to set your pace. Take a look at these new benchmarks. |
The Motley Fool December 20, 2010 Russ Krull |
Muni Bond ETFs? Not So Fast An argument against municipal bond exchange-traded funds. |
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 Advisor December 2005 Alan Lavine |
Playing Two Sides PIMCO's three-year-old StocksPlus Total Return Fund buys S&P 500 futures, then tries to beat the index with bonds. |
Financial Planning December 1, 2005 Craig L. Israelsen |
Keeping it in Perspective How often and by how much does growth outperform value? |
The Motley Fool June 23, 2004 |
Kinds of Funds Learn the difference between income funds and balanced funds. |
Investment Advisor March 2006 Jeff Joseph |
Hedgeworld Hedge Fund Focus: A Bright Start for '06 Good news seemingly came at hedge fund managers from all directions in January. Equity market returns were up as was volatility, emerging markets showed gains, and there was big merger news on which to trade. |
Financial Planning October 2, 2007 Craig L. Israelsen |
Smoothing the Path When comparing active and passive management, financial planners should look at the performance of the whole portfolio. What you find may surprise you. |
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 August 9, 2004 Mathew Emmert |
Diversifying Your Dividends Exchange-traded funds (ETFs), and closed-end mutual funds (CEFs) offer some of the best solutions for most income investors. |
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. |
The Motley Fool October 4, 2005 |
Fun With Funds A guide to common types of mutual funds. |
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 February 25, 2010 Dan Caplinger |
Watch Out for This Wealth-Killer You can't afford to pay two sets of managers. One thing you have to do with ETFs is to look at their costs. |
Financial Planning June 1, 2006 Donald Jay Korn |
Pay Pals Dividend-paying stocks are likely to post solid returns, but planners may have to choose between leaders and leapers. |
The Motley Fool November 20, 2008 Dan Caplinger |
Invest at a Double Discount Closed-end funds offer amazing opportunities right now. |
Financial Planning March 1, 2008 Jason Brady |
A Race for Income Most investors who are searching for income from their investments look at one factor: yield. Is this the right approach? |
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. |
Financial Planning March 1, 2005 Justin Daniels |
Not Dead Yet Interest rates may be rising, but fixed-income products may bloom again in 2005. |
Financial Advisor December 2007 Marla Brill |
The New Indexing Maze The mushrooming ETF market has spawned a new breed of indexes that represent a radical departure from traditional benchmarks in both their construction and purpose. |
Financial Planning March 1, 2006 Donald Jay Korn |
Weight Watchers New equity indexes, weighed by fundamental factors, are challenging the conventions of passive investing. |
The Motley Fool August 12, 2008 Andrew Sullivan |
The Market Indicator You Shouldn't Ignore There's a silver lining in the market's recent slump. |
Financial Planning March 1, 2005 Israelsen & Clement |
Of Stocks and Funds Financial advisers need to explain to their clients that diversification can be a double-edged sword; protection against loss can sometimes insulate against return. Here's a performance comparison of individual stocks vs. equity funds in 2004. |
Financial Advisor February 2008 Craig L. Israelsen |
A Better Mousetrap Target date funds are here to stay. As a result of the Pension Protection Act of 2006, target date funds will likely become the auto-enrollment default option in tax-deferred retirement plans. |
The Motley Fool November 29, 2011 Travis Hoium |
Behind the Scenes of the Market: How Hedge Funds Trade There are a million strategies hedge funds use to make money. Here are a few of the most common. |