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What is an ETF and how do they work? - Fortune

investing

Exchange-traded funds (ETFs) are what would happen if a mutual fund and stock had a baby. These pooled investment vehicles combine the best of what mutual funds and stocks each have to offer, and they’re more accessible to investors than either.

Fortune     Nov 22, 2023

Closed-End Funds: Cohen & Steers Preferred Trio

Cohen & Steers (CNS) is a smaller asset manager that's generally focused on real estate investing. They offer several closed-end funds specifically focused on that area of the market as well. However, they also generally carry exposure to preferred investments as well. Even their more popular real estate-focused CEFs have some exposure to preferreds.

seekingalpha.com     Nov 25, 2023

SEC Grants Permanent Relief For 144A Debt Securities From Public ... - Mondaq News Alerts

On October 30, 2023, the Securities Exchange Commission (the SEC) issued an exemptive order (available here) that permanently exempts brokers and dealers from the public information requirements of Rule 15c2-11 with respect to making quotations in Rule 144A fixed-income securities. As previously noted in our December 2022 blog post (available here), in no-action letters issued in September 2021 and November 2022, the SEC indicated that, contrary to decades of market practice, it believed that Rule 15c2-11 applied to fixed-income securities, including Rule 144A debt securities issued by non-reporting issuers in "private for life"

mondaq.com     Nov 22, 2023

How to Avoid the Social Security Tax Torpedo - Yahoo Finance

While retirees may be chagrined to discover that taxes don’t end when they leave the workforce, an unseen threat looms behind the U.S. tax code. The Social Security tax torpedo is as destructive as it sounds, blowing up the budgets of unsuspecting retired folks eagerly awaiting their first Social Security check. Having a clear understanding of your Social Security taxes could help you dodge this torpedo in retirement. Here’s what you need to know.

Yahoo     Nov 25, 2023

WDI: Great Fund, But Now Is Not The Time To Buy (NYSE:WDI) - Seeking Alpha

The Western Asset Diversified Income Fund (NYSE:WDI) is a closed-end fund, or CEF, that specializes in providing a high level of income for its shareholders. The fund certainly does a reasonable job of this task, as its 12.56% current yield is certainly competitive with most other fixed-income funds. In today’s environment, fixed-income closed-end funds tend to have the highest yields available in the market. That is only natural considering how high fixed-income yields are right now.

seekingalpha.com     Nov 21, 2023