Income Investing

Can This ETF Really Yield 5% per Month?

Can This ETF Really Yield 5% per Month?

The prospectus of a newly launched fund discusses its strategy to generate returns of up to 5% per month. The fund is so new there are very few actual results to determine the strategy’s effectiveness. Option strategy ETFs have become a very hot category, and I plan to dig through the dozens of funds to […]

Don’t Fear the Big, Bad Short Sellers

Don’t Fear the Big, Bad Short Sellers

For an investor, few things are as unnerving as realizing that there is a concerted short-seller attack on one of your stocks. Over recent months, I have guided my Dividend Hunter subscribers when a couple of our stocks were subject to short-seller attacks. If you understand what the short sellers are trying to do and […]

Looking Back at 2023 – And What’s Coming in 2024

Looking Back at 2023 – And What’s Coming in 2024

On January 9, 2023, I published a The Market Cap titled “After a Record-Bad 2022, Here’s What Investors Can Expect.” In it, I made a series of predictions – what the stock and bond markets would do, and when, after a truly horrible 2022. Now, I’m not big on predicting the markets. They do what […]

A Fallen Renewable Energy Stock That Could Soar This Year

A Fallen Renewable Energy Stock That Could Soar This Year

Renewable energy companies have been hit hard by the recent increases in interest rates. Many of these companies borrowed a lot of money to build out their energy projects, with debt at very low-interest rates. Higher interest rates put the business models at risk, as they are forced to refinance when the debt matures. But […]

Another Reason to Buy Munis Today

Another Reason to Buy Munis Today

Ever since Federal Reserve chairman Jerome Powell told the markets to expect the Fed to cut interest rates several times in 2024, the bond market has been on a tear. Falling interest rates should ease issuers’ financial burden, so investors should, in theory, be willing to push a little further out on the credit risk […]

How to Invest for Income in 2024

How to Invest for Income in 2024

2024 is upon us. By the time this hits your inbox, the ball will have fallen, “Auld Lang Syne” will have been packed away for another 364 days, and my dogs will almost have recovered from the sedative we have to give them because of the massive fireworks display our neighbors put on every year. […]

Time for My 2024 Crystal Ball

Time for My 2024 Crystal Ball

One of the most popular finance games when the New Year comes around is to make forecasts about the upcoming year. Most predictions don’t come to pass—the future is just too darn fickle. However, it is the start of a new year, so I, too, will take a shot at some predictions. Because some things […]

How to Profit with Closed-End Funds

How to Profit with Closed-End Funds

Investors are attracted to closed-end funds (CEFs) because of high yields and (often) stable monthly dividends. These types of dividends can provide stability in retirement. The challenge is not all CEF dividends are created equal. So let’s take a look at what to look out for… The CEF Connect website lists 423 CEFs that trade […]

Business growth chart and bull

REITs Are Set for Another Stellar Month

November was an excellent month for the U.S. stock market. The S&P 500 gained 9.1% in the month, compared to losing 5% over the previous two months. I was especially pleased to see the real estate sector (read: REITs) near the top of the sector performance chart. And more is coming. Let me show you… […]