Author: Chris Allen

Rising Rates

In the current rising rate environment, Maury Fertig of Relative Value Partners suggests closed-end fund investors be “cautious” and alert for opportunities.

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CEF Update

Closed-end fund discounts generally widened and distribution reductions increased in the first quarter of 2018, says Mike Taggart of Nuveen.

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Rate Hike

Fed rate hikes present a “challenging time” for investors, especially those concerned about inflation, says Dorothy Bossung of Lowery Asset Consulting.

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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.

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Tax Time

As the April 17 federal income tax deadline approaches, advisor Dorothy Bossung of Lowery Asset Consulting stresses the importance of asset placement.

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