This week, I attended the MFDA’s Seniors Summit conference to participate in a panel discussion. We tackled several questions pertaining to senior investors and suitability. My esteemed co-panelist Tom Bradley didn’t disappoint and...
My last post on the perils of investing in high-payout funds with borrowed money sparked a lot of questions and a bit of confusion around the tax rules and associated risk. In this post, then, I thought it would be helpful to run through a...
The final chapter to the series of articles I’ve written this year on high-payout investments funds features leveraging. Over the past few years, I have been contacted by several individual investors and financial advisors about strategies...
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