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 ...

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 ...

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 ...

Changes in overall economic conditions may affect real household income levels and also how income is distributed across households. Analysis using annual data from 1967 to 2023 shows that the adverse ...

The above funds have adopted a managed distribution plan. Under a managed distribution plan, to the extent that sufficient investment income is not available monthly, the fund will distribute ...