Our firm has worked with retirees for over 30 years, and it is a common practice to help our clients turn their nest eggs into a reliable retirement income stream. Investors seem to have a variety of ...

Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse financial management experience. He is an expert on personal finance, corporate finance ...

BOSTON--(BUSINESS WIRE)--MFS Investment Management ® (MFS ®) released today the distribution income sources for five of its closed-end funds for January 2025: MFS ® Charter Income Trust (NYSE: MCR), ...

For deferred variable annuities with income riders supporting a guaranteed lifetime withdrawal benefit, the guaranteed withdrawal rates or payout rates are most typically based on the age that ...

Surges of foreign investment into developing countries can amplify economic stress and potentially undermine their financial stability. New evidence suggests that excessive foreign capital inflows can ...

The High Income Securities Fund (PCF) is, as the name implies, a closed-end fund that income-seeking investors can purchase in order to pursue their goals of generating a high level of income from the ...

A return of capital may occur, for example, when some or all the money that shareholders invested in the fund is paid back to them. A return of capital does not necessarily reflect a fund’s investment ...