Getting antsy about the midterms? Wondering whether oil will ever come back down? Afraid the AI bubble is going to pop, blowing a dotcom-sized hole into your retirement portfolio? I’m not. Because ...

There are hundreds of closed-end funds (CEFs) out there, and almost all of them have an investor they’re perfect for. I say “almost” because there are a few that are, in my view, not appropriate for ...

We love it when a stock “pays us back” in dividends. The faster, the better! Most people don’t get this luxury. They’re stuck “grinding it out” with the S&P 500’s 1% payers. Not us. We’re hunting for ...

The market has served us up a tidy opportunity on a closed-end fund (CEF) yielding an eye-popping 13.1%. What’s more, this fund is oversold, at a 12.1% discount to net asset value (NAV). Before I name ...

AI usage is booming. What does AI use? It uses energy. AI is a notable energy hog, so the local utility company was the ...

We’ve got an early start to the year-end tax-loss selling season to thank for this opportunity. Forget Year-End: The Best Dividend Deals Are Right Now Our play starts with the fact that CEFs are a ...

Stock pundits have dogged first-level investors with this false dilemma for decades. They love to sort the world into neat piles for their hot takes, and they’ve decided that companies can either pay ...

I’m hearing a lot from subscribers who are worried about rising rates. I get it. If you’re watching the financial news, it’s all they are talking about. And if you watch your portfolio (too?) closely, ...

This latest shift toward interest rate hikes has sent income investors into a tizzy. That’s great for us, because they’re tossing out one terrific fund kicking out a 7.8% dividend that’s grown. This ...

I shook my head in disbelief as I whispered this unfolding “riddle” to my coaching buddy in the chair next to me. We were at the YMCA fall basketball meeting, sweating it out in the preschool room.

Look, we all know the old “truism” of investing: Want higher returns? You’d better be prepared to take on higher risk. That’s not always true, however. In fact, sometimes markets do strange things, ...

It’s September—traditionally the weakest month for stocks—and we contrarians are responding. We’ve got the (ugh!) midterms coming up. Tariff unpredictability has returned. And scorching long-term bond ...