Insights
2024 Q4 In Review: A Quarter of Modest Gains Amid Market Swings
This piece dives into market movements in the fourth quarter of 2024, citing notable events, underlying causes and effects, and what we’re watching moving forward.
What is a Closed-End Fund?
This article provides a foundational summary on the core features of closed-end funds that differentiate them from other investment vehicles.
Closed-End Funds: Unlocking Investment Potential Through Stable Capital
This piece explores how the stable capital base of closed-end funds (“CEFs”) differentiates CEFs from other investment vehicles.
The Leverage Advantage of Closed-End Funds
In this article we explain the expanded leverage access of closed-end funds and the opportunities and potential risks leverage presents.
ETF Tax Efficiency Explained
This piece dives into the mechanisms that contribute to the tax efficiency of ETFs and provides clarity on why they may be a better option for investors who seek to manage their tax burden in taxable accounts.
Understanding REITs: A Beginner’s Guide to Real Estate Investing
This piece explores real estate investment trust (“REITs”) features such as their structure, requirements, benefits, and various other investment characteristics.
2024 Q3 In Review: A Bumpy Ride Up
This piece dives into market movements in the third quarter of 2024, citing notable events, underlying causes and effects, and what we’re watching moving forward.
2024 Q2 In Review: Is the Optimism Easing?
This piece dives into market movements in the second quarter of 2024, citing notable events, underlying causes and effects, and what we’re watching moving forward.
2024 Q1 In Review: Will Anything Slow This Train?
This piece dives into market movements in the first quarter of 2024, citing notable events, underlying causes and effects, and what we’re watching moving forward.
2023 Q4 In Review: Can the Fed Talk Down the Market?
This piece dives into market movements in the fourth quarter of 2023, citing notable events, underlying causes and effects, and what we’re watching moving forward.