Why Taxes Matter For Equity Income, And Where PFXF Fits

For advisors constructing income-focused portfolios, understanding after-tax yield is critical to managing client outcomes.
InvestmentNews

Does active investing make more sense in fixed income than equities?

The stampede to passive strategies has been relentless. But most core active fixed income strategies, unlike their equity counterparts, have tended to outperform their benchmarks. It could be time to ...
Sarasota Herald-Tribune

There's one word to describe the equity and fixed-income markets | Cumberland Comment

Both the equity and fixed-income markets have been dealing with higher levels of volatility in recent weeks (winner-equities). But the uncertainty, of course, comes out of left field (as it usually ...
Due on MSN

Equity savings funds gain cautious interest

With rates slipping and after-tax bond returns thinning, a quiet shift is underway among cautious investors. Many are ...

CGO: An 8%+ Yield, 9% Discount, And Global Equity And Fixed Income Exposure

CGO offers a globally diversified, hybrid portfolio with a current yield of 8.03%. See why CGO is a Hodd for existing ...

ETF Edge: Using active fixed income ETFs to navigate economic uncertainty

As equity markets whipsaw around trade and geopolitical uncertainty, investors are looking for long-term opportunities in ...
Forbes

6 Of The Best Fixed Income Funds To Diversify Your Investments

Fixed-income investments are in the spotlight, thanks to strong yields and prevailing stock market uncertainty. A solid income stream paired with relative price stability is an appealing combo, and ...