Advisor Advice: How to Incorporate Closed-End Funds Into Your Client's Portfolio

Advisor Advice: How to Incorporate Closed-End Funds Into Your Client's Portfolio

One of the questions financial advisors ask is how to incorporate closed-end funds into a client's portfolio? How should advisors think about it relative to all the other things a client might own? Retirement Daily's Robert Powell sits down with Jeffrey Levine, CEO and Founder of Blueprint Wealth Alliance for some advice.

Want to Buy Stocks for a 10% or Greater Discount? Try Closed-End Funds

Want to Buy Stocks for a 10% or Greater Discount? Try Closed-End Funds

TheStreet's Robert Powell recently hosted an all-star panel of experts who explained everything you need to know on closed-end mutual funds, an often-overlooked investment class. This is sponsored content.

Closed-End Funds (CEF) or Exchanged Traded Funds (ETF) and Your Portfolio

Closed-End Funds (CEF) or Exchanged Traded Funds (ETF) and Your Portfolio

This year marks the 150 year anniversary of the closed-end fund structure or CEFs. Although, not as highly publicized or as well known as ETFs, CEFs have long been valued by advisors and investors as a tool for potentially boosting investment income. So what are the advantages and disadvantages? TheStreet's webinar Why Closed-End Funds Could Deliver a Powerful Income Portfolio Boost is sponsored by Nuveen.

It Was a Strong Quarter for the Indices, but a Mixed One for Stocks

It Was a Strong Quarter for the Indices, but a Mixed One for Stocks

The Dow Industrials in particular produced a solid spurt higher, but the average stock has underperformed the indices.

A Hawkish Fed Still Can't Kill This Market

A Hawkish Fed Still Can't Kill This Market

The market is anticipating higher rates and some inflation and that likely will matter at some point, but not yet.

Jim Cramer: Don't Feed Me Your Whiny Stock Buyback Jive

Jim Cramer: Don't Feed Me Your Whiny Stock Buyback Jive

I am sick and tired of reading stories about how buybacks inflate earnings and are, therefore, phony.

Closed-End Funds: Everything You Need to Know

Do you have closed-end funds in your portfolio? Maybe you should. Here's why!

Why 2018 Looks a Lot Like 2005

Why 2018 Looks a Lot Like 2005

Apply the lessons of that boring trading year to today's market.

Shanghai Composite Index's Technical Patterns Aren't Uplifting

Shanghai Composite Index's Technical Patterns Aren't Uplifting

The Chinese government could intervene to support its markets, but the charts suggests China's key stock index could decline further near term.

Jim Cramer: Valuations Now Have No Relation to Common Sense

Jim Cramer: Valuations Now Have No Relation to Common Sense

Analyst downgrades and mind-boggling P/E ratios do not matter in this current market.