Recent Stories From This Author
In most bond indexes, the biggest debtors (either corporations or countries) have the largest weightings. But to some investors, that sounds a bit foolish.
Covered call writing is often seen as an alternative income strategy, but it also can enable advisors to reduce risk in a concentrated portfolio while preventing clients from getting clobbered by taxes when selling.
These pass-through vehicles often yield around 5% or 6%, though they can present tax-reporting headaches and are far from risk free.
While actual hedge funds may be limited to the very wealthy, advisors are using their strategies to reduce risk in the portfolios of everyday clients.
For advisors, the choices among alternative beta portfolios are numerous. Which ones make the most sense for clients?
Positive actions like increases and initiations hit a 35-year high for the first half, but payouts are still below the historical average.
Proposed EPA carbon rules could reduce the longstanding attractiveness of power companies as dividend investments.
Saving a few basis points on expenses is nice, but the critical issue is finding an ETF that does what you want it to do.
What’s Really Behind the Proprietary Criteria for Indexes?
Exchange-traded funds offer advisors a way to be aggressive when they spot an opportunity in the market.
With money market funds yielding just 0.01%, even 1% inflation can erode a nest egg. Here's how planners can work with fearful clients who want to keep most, if not all, assets in cash.
At Delaware Dividend Income Fund, lead manager Bob Zenouzi invests with an eye toward valuation and dividend increases.
Investors looking to acquire dividend-oriented equity funds must navigate a number of portfolio options -- and a related set of challenges.
The insurance needs of ultrawealthy clients differ from those of the average client and the insurance industry has developed special products to meet those needs.
High-net-worth clients may be concerned about various threats to their security. Here are some ways advisors can help.
As fixed-income bets disappoint, multisector bond funds have gained notice. But not all advisors are smitten.
Advisors must consider whether bank stocks pose a particular risk to dividend-focused clients.
Contrary to popular belief, there are some tech stocks that offer dividends for a client portfolio. Here are a few ways to find them.
Use these 7 tips to help existing clients' offspring - and start building a relationship with younger prospects.
These income-generating equities tend to behave differently from other stocks. They may deserve a portfolio allocation of their own.