Attractive discounts and income potential in a low-yield environment may explain a reported rise in CEF popularity with advisors, industry professionals say.
In this video for The PMC Spotlight, portfolio manager Ali Caffery talks about how to make an impact with the two key investor groups that stand to benefit significantly from the impending $30 trillion wealth transfer.
Portfolio Manager Steven McBoyle explains why he likes high-moat businesses with sustainable earnings power that have the capacity to reinvest.
Political risk connected to this year’s U.S. presidential election appears minimal for CEF investors, according to Alex Reiss of Stifel and other professionals.
Before choosing investments, it’s important to plan how your portfolio will serve your retirement years, says Michael Rodenbaugh of Boardwalk Financial Strategies.
Brad McMillan, Commonwealth’s CIO, discusses the markets and economy for September. It was a volatile month, with markets dropping only to bounce back at month-end. Large companies in the S&P 500 were down slightly, while smaller companies and those outside of the U.S. did well. There was also a larger-than-expected pullback in the service sector, yet consumer confidence reached a nine-year high. Given such mixed news, should we be concerned about where the economy is going? Stay tuned to find out. Follow Brad at blog.commonwealth.com/independent-market-observer.
