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Dear Friend,

Below are our latest blog posts for the week of January 26th.  Click on the links below to view the full article.

Are Closed End Funds Right for Your Portfolio?

Balancing the sentiment of last week’s article about the pitfalls of closed end fund investing; it’s tough to get enthusiastic when so many dangers exist with these seemingly complex investment vehicles.  Which is why I believe it’s important for investors to understand if they are indeed well suited for CEFs in the first place.  We continue to have conversations with prospective clients that are interested in CEFs but are timid about the prospects for added volatility, lack of correlation, tax ramifications, and premiums/discounts.

The Income Buyers Guide to MLP ETFs

Master limited partnerships, or MLPs, are a unique corner of the energy sector that produce high yields without the strict ties to interest rates. These dividend generating machines are allowed to pass a majority of their profits to shareholders through distributions, which make them attractive for income seekers. In addition, they don’t follow the same price patterns as traditional stocks and bonds, which is a bonus for those looking to diversify or balance a broad mix of assets.

Making Sense Of Your Investment Time Frame

Without a doubt, one of the most important inputs in a successful outcome for your investment portfolio is time. In the finance world, this is usually expressed as your “time frame” or “time horizon”.

For the sake of keeping things simple, it’s usually characterized in phases that include: short, intermediate, and long-term. Most investors likely have an intermediate or long-term time horizon that allows them some flexibility when it comes to riding the ups and downs of the markets or making a few mistakes along the way.

Technology ETFs In Focus On Big Earnings Week

Published on NASDAQ.com

The calendar of earnings announcements this week has a notable slant towards large-cap technology stocks. Companies such as Microsoft Corp (MSFT), Texas Instruments (TXN), Apple Inc (AAPL), Facebook Inc (FB), and Google Inc (GOOGL) are just some of the top names that are set to release their latest quarterly results.

This sector has been a strong area of the market over the last several years and many investors likely have exposure to some of these individual stocks or an associated ETF. In fact, the number of innovative ETFs that offer varying degrees of exposure to these companies has continued to multiply in recent years.

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.