This Model Portfolio identifies 25 recommended securities to build monthly income. The portfolio covers various sectors including business development companies, real estate, bonds, infrastructure, ...

The Model Portfolio identifies 20 recommended securities to generate $10,000 per year in income. The portfolio covers various sectors like real estate, business development companies, bonds, and ...

Investors' search for consistent income without exposure to higher volatility has only gotten harder over the past decade. Stretching for yield has caused many investors to venture into riskier asset ...

Seth A. Berkowitz ([email protected]), University of North Carolina at Chapel Hill, Chapel Hill, North Carolina. Hilary K. Seligman, University of California San Francisco, San Francisco, California.

The flooring approach is a retirement strategy that uses guaranteed income sources, like Social Security, pensions, or annuities, to cover essential expenses. This creates a stable “floor” of income ...

It provides seamless access to institutional-quality opportunities in private markets that have traditionally been ...

Demand for active fixed income has materially increased in 2023 due to a combination of secular and cyclical factors. Adoption is up due to institutions and advisors becoming more familiar with the ...

When it comes to retirement, are some Americans playing it too safe? The “flooring” approach to retirement income, a saving ...