Macro Income Talk
What could take utility stocks down a peg? At the end of the day, a rotation out of dividend-paying stocks could pose the biggest risk. These realities mean that active investors should stay disciplined and be nimble; volatility creates pain—and opportunities.
The Search for Yield
Where can investors find big yields that won’t blow up in their faces?
Regulatory Relief For Utilities And Telecoms
With President Trump ringing the change in Washington, there’s plenty of good news for utilities and telecoms.
Income Investors: Don’t Fear the Fed
When the Federal Reserve starts to tighten monetary policy, the financial industry dusts off stories about how rising rates are bad for dividend-paying stocks. But past data tell a different story.
Income Investors: Don’t Sweat Interest Rates
Dividend-paying stocks have taken a hit during the post-election market rally. Don’t let the conventional wisdom behind the retreat fool you. Instead, take a look at the historical record.
International Flavor
Income-seeking investors looking for bargains should set their sights on international markets.
Legacy Stocks
Father’s Day is a great time for dads to reflect on the investments they’d like to leave for their children.
The View from the Utility Sector
Utility stocks trade at frothy valuations and look ripe for a pullback.
Closed-End Values
In addition to common stocks, the Lifelong Income Portfolio includes preferred shares as well as mutual and closed-end funds. Here are our latest thoughts on these holdings.
Utility Stocks: A Capital Idea
Regulated utilities generate steady cash flow throughout the business cycle and offer above-average yields. Our favorites can leverage their low costs of capital to expand into ancillary markets, including solar power and natural-gas distribution and transportation.