Category: Video

Rate Hike

A Fed rate hike arrives, as expected, and inflation continues to remain relatively low, observes Dorothy Bossung of Lowery Asset Consulting in Chicago.

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Retirement Challenge

If you feel unprepared for retirement, you’re not alone. According to advisors familiar with the challenges, it’s often a “daunting” step to begin relying on your nest egg.

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Real Assets

Ready to look beyond traditional stocks and bonds? Larry Antonatos of Brookfield talks about the potential benefits of “real assets” involving property, infrastructure and natural resources.

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Sustainable Income

Sustainable income is especially important to older investors and those in retirement. In this “retro” video initially published a year ago, financial advisor Rand Spero of Street Smart Financial in Lexington, Mass., shares his perspective.

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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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