Tom Bradley just posted a smart analysis of a new closed-end fund. PIMCO’s newly-launched Global Opportunities Income fund attracted $600 million – the top end of its target. That’s a very warm reception to say the least. I...
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...
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