Below are our latest blog posts for the week of June 22nd.  Click on the links below to view the full article.

The choppy gyrations of the equity and fixed income markets have caused a bit of a ruckus for closed-end fund investors during the first half of 2015.  Driven primarily by shaky retail investors, the schizophrenic-like persona of many popular CEFs have created opportunities for investors with spare capital seeking high income.

Teleseminar Signup: Four Components Of A Successful Income Portfolio

On Tuesday June 30, 2015 at 1:00pm PST (4:00 pm Eastern) we will be hosting a teleseminar titled – Four Components Of A Successful Income Portfolio.

This presentation will focus on a recap of the first half of the year along with key income themes to focus on moving forward.  We look forward to you joining our call. 

Income investors are likely feeling a level of frustration with the lack of progress year-to-date and oversensitivity to interest rates may fuel additional anxiety as they contemplate the looming threat of a Fed rate hike. Nevertheless, one alternative asset class has continued to persevere despite the overarching malaise.

Published on NASDAQ.com

The release of new exchange-traded funds (ETFs) continues to be one of the more robust practices on Wall Street and has shown no signs of slowing down.  As we near the mid-point of 2015, fund sponsors have introduced over 110 new exchange-traded products (ETPs).  Much of this growth has been fueled by a revolution of white label platforms that allow for smaller asset managers to get in on the game as well.

P.S. Did you know our core actively managed ETF portfolio minimums start at just $100,000?

Learn more about our new client onboarding process.  Our client accounts are custodied at TD Ameritrade and we do all the work of account setup, transfer, and service for you.  It’s never been easier to get started working with a fee-only investment adviser today.