Insights for Active Investors
September 23, 2021
A Closer Look at Closed-End Funds
Investors are hunting for any signs of yield in today’s low-yield environment, and that’s led some investors into the world of closed-end funds, which...
Read moreSeptember 16, 2021
Where Investors are Putting Their Cash Now
What to do with cash continues to be a big question for investors, given rock bottom interest rates. So we asked investors to share what they were doi...
Read moreAugust 17, 2021
Tax-Smart Inherited IRA Distribution Strategies
Mark's dad was a diligent, longtime investor, and when he passed away in late 2020, Mark inherited his dad's substantial IRA. Mark enjoy...
Read moreAugust 11, 2021
How to Invest Your Inheritance
“My dad was good with money, so when I inherited his PG&E stock back in the 1980s, I figured it was probably a good investment, and I kept it,” Jo...
Read moreJuly 15, 2021
What to Do with Cash in a Low Yield Environment
“What’s a good replacement for income from a CD or a money-market fund?” an investor asked us. “Are bonds the best way to do that? I can’t afford...
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