by Laura Howard | Jan 29, 2025 | Quarterly Market Reviews
2024 Q4 In Review: A Quarter of Modest Gains Amid Market Swings Back to Insights What we saw: If you look at the returns produced by the S&P 500 index for the quarter ended 12/31/2024, you would likely assume it was an uneventful quarter. The S&P 500 index was...
by Laura Howard | Nov 15, 2024 | CEF
What is a Closed-End Fund? Back to Insights A closed-end fund (“CEF”) is a type of investment fund that raises capital by issuing a fixed number of shares through an initial public offering (“IPO”). CEFs are a unique investment vehicle with a handful of important...
by Laura Howard | Nov 1, 2024 | CEF
Closed-End Funds: Unlocking Investment Potential Through Stable Capital Back to Insights In the ever-evolving world of investment vehicles, closed-end funds (CEFs) stand out as a unique and potentially powerful tool for both individual and institutional investors....
by Laura Howard | Oct 15, 2024 | CEF
The Leverage Advantage of Closed-End Funds Back to Insights Unlocking Investment Potential: The Leverage Advantage of Closed-End Funds In the diverse landscape of investment vehicles, closed-end funds (CEFs) stand out as a unique and potentially powerful tool for...
by Laura Howard | Oct 5, 2024 | ETF
ETF Tax Efficiency Explained Back to Insights Key Takeaways Unlike mutual funds, exchange-traded funds (“ETFs”) are structured to minimize, or even eliminate, the need to distribute short-term and long-term capital gains to shareholders annually. In taxable accounts,...
