Category: Video

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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Volatility

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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Challenge

Maintaining the connection between investors and their advisors presents a key financial challenge, says Sean Walters of the Investments & Wealth Institute.

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Income

Income seekers may want to consider a range of investment products, including closed-end funds, says Mitchell Goldfeld of RPg Family Wealth Advisory.

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Opportunities

Short-term opportunities may exist in some sectors, but it’s important to stay balanced and think long term, say investment industry pros.

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Surprises

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.

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Portfolio

When planning your long-term portfolio, look for uncorrelated assets to help achieve a balanced approach and diversification, financial pros suggest.

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Tax Reform

The recent federal tax code reform helps businesses by reducing corporate rates and may present opportunity to individuals to “re-think” their tax strategies, pros say.

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Inflation

Inflation is expected to increase gradually over time, but a sudden spike could have negative impact on investors, financial professionals say.

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