Preferred Stock ETFs Face New Test
Preferred stocks offer the distinction of being unique hybrid instruments with qualities of both stocks and bonds.
Author Archive - David Fabian
3 Active Vanguard Funds That Would Make Great ETFs
Vanguard ETFs have become a juggernaut in the world of passive investment management.
Are High Yield ETFs Becoming Too Hot To Handle?
Love is in the air this Valentines week and many income investors are smitten with the returns of their high yield investments.
3 CEFs For Tax-Efficient Total Return
Income investors with large taxable accounts are consistently focused on maximizing their total return and minimizing the impact of taxes on their nest egg.
3 Core Bond ETFs That Are Coping Well With Rising Rates
A reader recently sent me a question asking why you would own a bond fund when interest rates are on the move higher.
4 BlackRock ETFs For Steady Retirement Income
Retired investors are often looking for core exposure in funds that demonstrate low costs and steady income.
3 Mistakes To Avoid When Choosing The Perfect Closed-End Fund
The closed-end fund marketplace is one of over 500 offerings that span virtually every global asset class.
Life Is Good For Mortgage REIT ETFs
Real estate stocks have taken a beating in recent months as rising interest rates derail the momentum of this beloved income sector.
State Of The Market In 7 Charts – November 2016 Edition
It feels like we have almost packed a full year’s worth of stock market price action into just the last two weeks.
Why You Need A Plan For All That Cash In Your Portfolio
A hoard of cash in your portfolio is always a double-edged sword. It provides security, comfort, and the flexibility to deploy in virtually any asset class at any time.
Enhancing Your Income Portfolio With Dividend Growth ETFs
Investors who have entered the retirement phase of their life cycle or place great importance on income often have tunnel vision for high yield investments. In the majority ...
Interest Rates Rattle Muni Bond Fund Investors
Municipal bond funds are typically held for their tax-free income properties and low risk profile rather than their growth prospects.
CEF 101: Don’t Buy Funds At Abnormal Premiums
Investors in closed-end funds have to contend with different risks and analysis criteria than ETF or open-ended mutual funds. Those that have spent any length of time in this...
RiverNorth and DoubleLine Release New Strategic Bond CEF
The arrival of new strategies within the closed-end fund (CEF) universe is always an interesting event.
How To Properly Utilize Growth and Value ETFs
One of the tremendous benefits of using exchange-traded funds (ETFs) is the ability to customize your exposure to target a specific theme. This flexibility allows for greater...
The Fear Trade Is Falling Apart
The fear trade has been one of the most successful avenues for investors to take part in this year.
