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.

Tax Time

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.

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