In the current rising rate environment, Maury Fertig of Relative Value Partners suggests closed-end fund investors be “cautious” and alert for opportunities.
Fed rate hikes present a “challenging time” for investors, especially those concerned about inflation, says Dorothy Bossung of Lowery Asset Consulting.
Closed-end fund discounts generally widened and distribution reductions increased in the first quarter of 2018, says Mike Taggart of Nuveen.
Periods of volatility in the stock market are not uncommon and may present opportunities to closed-end fund investors, says Maury Fertig of Relative Value Partners.
As the April 17 federal income tax deadline approaches, advisor Dorothy Bossung of Lowery Asset Consulting stresses the importance of asset placement.
Maintaining the connection between investors and their advisors presents a key financial challenge, says Sean Walters of the Investments & Wealth Institute.
Income seekers may want to consider a range of investment products, including closed-end funds, says Mitchell Goldfeld of RPg Family Wealth Advisory.
Surprises in 2018 may mean investors will need more help from advisors to stay focused on the long term, says Sean Walters of the Investments & Wealth Institute.
When planning your long-term portfolio, look for uncorrelated assets to help achieve a balanced approach and diversification, financial pros suggest.
Advisors say the recent federal tax code reform helps businesses by reducing corporate rates and may present opportunity to individuals to “re-think” their tax strategies.