The 14% Dividend Most Investors Hate (and We’re Happily Buying Now)

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Let me start with a prediction: the S&P 500 will gain about 5% this year—not great, but not bad, either.

This isn’t really a Nostradamus-level call: I’m simply annualizing the gain the market has posted so far in 2025, as of this writing.

We can think of this year as the middle stage of the business cycle—where inflation is cooling, the labor market is softening, and consumer spending is starting to slow (emphasis on starting to).

In other words, it’s the perfect setup for us to make sure we’re well diversified by looking at assets beyond stocks. At the top of our list?… Read more

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Let me start with a prediction: the S&P 500 will gain about 5% this year—not great, but not bad, either.

This isn’t really a Nostradamus-level call: I’m simply annualizing the gain the market has posted so far in 2025, as of this writing.

We can think of this year as the middle stage of the business cycle—where inflation is cooling, the labor market is softening, and consumer spending is starting to slow (emphasis on starting to).

In other words, it’s the perfect setup for us to make sure we’re well diversified by looking at assets beyond stocks. At the top of our list?… Read more

Read More

Most indicators are misleading investors right now, with some looking rosy and others seemingly saying it’s time to panic.

So today we’re going to parse through the noise and look at what’s really going on under the hood of the US economy.

Then I’m going to give you our latest “CEF Insider intel” on what to do with stocks—and funds (specifically closed-end funds) that hold them. We’re also going to dig into one bond fund yielding an outsized 13% that’s set to benefit as uncertainty grows.

Investor “Mood Ring” Says It’s Time to Panic …

Consider the CNN Fear & Greed index, a closely watched sentiment indicator.… Read more

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One nice thing—and probably the only nice thing—about the 2022 market selloff is that it’s given us dividend investors an opportunity to grab 10% yields we can count on for the long haul.

They come to us from closed-end funds (CEFs), a (too) long-neglected asset class that, frankly, is looking better and better every day for those looking to retire on dividends alone—and frankly we all should be.

I do want to emphasize the long haul here, though, because at this stage of the market correction, you can put some money to work effectively, either by picking up individual funds here and there or by dollar-cost averaging (DCA) to build up your income stream (and portfolio) at a reasonable price.… Read more

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