Diversify your retirement income without letting BDCs dominate your asset mix. Business Development Companies (BDCs) can be powerful income-generating tools in a retirement portfolio. They…
Author: Craig Wallin
Explore real estate trusts that pay dividends every 30 days For retirees, timing matters. A steady income stream that lines up with your monthly expenses…
Tax-Friendly Income: The Special Tax Benefits of MLPs
Posted in High-Yield Investments, and Pipelines
Learn how pipeline investments may offer powerful tax deferral advantages When it comes to retirement income, it’s not just how much you earn—it’s how much…
Learn to spot red flags and avoid risky, unattainable dividend yields. If you’ve ever come across a stock or fund boasting a sky-high dividend yield…
Want simplicity? These ETFs make dividend income stress-free. If you’re a retiree looking for dependable income without the hassle of picking individual stocks, dividend-focused ETFs…
Prefer a hands-off approach? These ETFs and CEFs do the work for you. Covered call strategies offer a great way for retirees and income investors…
Build a Balanced, Worry-Free Portfolio With Just a Few Clicks If you’ve ever worried about the ups and downs of the stock market—or wanted a…
Defensive Sector ETFs: Simple, Safe and Diversified
Posted in Defensive Sectors, and Low-Volatility Stocks
If you’re retired—or just tired of the stock market roller-coaster—defensive sector ETFs might be your new best friend. These ETFs are built around recession-resistant, low-volatility stocks that…
Protect Yourself. Protect Your Money. Hiring a financial advisor can be one of the smartest decisions you make in retirement—or one of the riskiest. A…
If you’re searching for strong, long-term investments that deliver income and growth, look no further than the world’s top alternative asset managers: Brookfield, Ares, Apollo, and KKR. These global giants…