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Guggenheim Enhanced: A Covered Call Strategy

Respecting the market’s more uncertain landscape during the August-September timeframe, it is …

Bryan Perry Image Bryan Perry
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ETFs that Eye Rising Dividends

Dividend growth stocks are public companies that have shown a track record of successive year-over-y…

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Forget TIPs: No Need for Inflation-Protected Bonds

Here’s the non-technical reason why we downgraded Fidelity's Inflation-Protected Bond (FINPX) …

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Opportunistic Bond Bets

Fixed-income is still one of those asset classes where sector positioning, duration targeting, and c…

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Fidelity Total Bond Gets a Makeover

Fidelity Total Bond Fund (FTBFX) has gotten a makeover and the strategic changes that were implement…

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The ABCs of ETFs

Some readers have asked us why it might make sense to invest in an ETF instead of a traditional mutu…

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The Right "Price" for Mid-Caps

Instead of focusing solely on the largest growth companies, you also should consider mid-cap growth …

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ESG Funds: Investing for "Good"

ESG stands for Environmental, Social and Corporate Governance, and is a variety of ethical or sustai…

Chloe Jensen Image Chloe Jensen
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The Age of Robots?

The age of robots is upon us. Indeed, I believe robotics is and will continue to be one of the best …

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Going Global for Growth and Income

Bob Carlson is a leading expert on retirement investing, recommending portfolios that are diversif…

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ICAN: Socially-Responsible Returns

Environmental concerns have historically been the domain of politics. But as time goes on, and wit…

Ron Rowland Image Ron Rowland
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A Fund with an Edge on Momentum

Though we still look at momentum among the constituents of our Best Buys models and potential repl…

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William Blair: Small Cap Contrarians

The $409 million in assets William Blair Small Cap Growth N (WBSNX) fund is steered by three portf…

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Three ETFs for Aerospace & Defense

Sometimes you stumble across a sector of the market that is just in the right place at the right t…

David Fabian Image David Fabian
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Alerian MLP: Energy & Income

In our Retirement Paycheck portfolio, we seek above-average yields but we also want a margin of sa…

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High Monthly Yield from Covered Call ETF

It is difficult to find attractive income these days from investments with good risk-return profile…


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