Borrowing to invest in high-payout funds: a numerical example
By Dan Hallett, CFA, CFP 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...
View ArticleSenior Investors & Suitability Panel Discussion
By Dan Hallett, CFA, CFP 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....
View ArticlePIMCO Global Income Opportunities: enthusiasm vs reality
By Dan Hallett, CFA, CFP 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....
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