We check up on performance and recommend a small tweak in our portfolio geared toward those with shorter time horizons.
By Josh Arnold : In the normal course of my screens for income securities, I ran across and interesting preferred stock that isn't like other traditional issues. In this article, we'll take a look at the Gladstone Capital ( GLAD ) Series 2016 Term Preferred Stock ( GLADP , may differ depending on
Portfolio Checkup . Try to build your retirement portfolio for the long term. Fundamental ..... fixed income should play in your retirement portfolio . Fundamental #6: Don't be afraid ..... can generate cash flow from your retirement portfolio . Fundamental #7: Follow a smart
By John Dowdee : As a retiree, I am continually looking for sources of high income, but I also don't want to court excessive risk. This search led me to consider Convertibles Closed End Funds (CEFs). These funds offer excellent income (some with distributions more than 8%), but what about the ...
need the long-term growth potential of stocks in a retirement portfolio , you should own stocks. If you have shorter-term ..... Tax-Smart Plan for In-Retirement Withdrawals Is Your Retirement Portfolio Ready to Do the 'Twist'? Dos and Don'ts for Leaving
investors greater control over when (and whether) they receive taxable income. An Aggressive Tax-Efficient Retirement Portfolio Holding Allocation % Vanguard Tax-Managed Capital Appreciation VTCLX 35 Vanguard Tax-Managed Small Cap VTMSX
in mind when managing a taxable portfolio at any age, not just during retirement. A Moderate Tax-Efficient Retirement Portfolio Holding Allocation % Vanguard Tax-Managed Capital Appreciation VTCLX 32 Vanguard Tax-Managed Small Cap VTMSX
be well-balanced among asset classes. But if your retirement portfolio includes both tax-sheltered and taxable assets and ..... If you're using the bucket approach to staging your retirement portfolio , you can then back into appropriate asset allocations
see fit or simply use them as a guide when benchmarking their own portfolios. A Conservative Tax-Efficient Retirement Portfolio Holding Allocation % Vanguard Tax-Managed Capital Appreciation VTCLX 20 Vanguard Tax-Managed Small Cap VTMSX
By Josh Arnold : In the low-yield environment that has persisted since the end of the financial crisis, income investors have been starved for opportunities to collect what once were considered even adequate yields. However, there are still some opportunities to collect current income and in this