Why Financial Advisors Are Taking a Second Look at Closed-End Funds
Financial advisors are rethinking how to deliver reliable income to clients in an environment of low yields, higher volatility, and new asset class risks. Discover why Closed-End Funds (CEFs) may deserve a second look.
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What You'll Learn
Inside this guide, you’ll discover what Closed-End Funds (CEFs) are, how they work, and why they’re gaining renewed attention from financial advisors. You’ll also learn the key benefits they can bring to income portfolios, as well as the risks to watch out for and strategies to help manage them.
Why traditional income sources are falling short in today’s fast-moving markets
How CEFs can offer attractive yields: often 6–8% compared to 3–4% for bond ETFs
Discount opportunities unique to CEFs, buying income at less than the underlying value
Monthly cash flow potential that aligns with client spending needs
Top risks and mitigation strategies every advisor should know before allocating
