The arithmetic separating those two outcomes is not skill or portfolio construction — it is sequence-of-returns risk, the fact that losses absorbed in the first five to ten years of decumulation do ...

A well-run bank can offer investors an attractive combination of recurring earnings, disciplined lending, and shareholder returns. Sometimes the most well-run banks are the smallest. Many community ...

This off-price retailer of brand-name apparel and home goods carries a beta of 0.59, which means its stock has moved far less than the broader market over the past 5 years. The business buys surplus ...

Every few years, bond laddering gets rediscovered as though it were a new idea. It isn’t. The strategy is one of the oldest, least glamorous tools in fixed income, and it keeps resurfacing for the ...

A net-lease real estate trust that collects rent from more than 15,500 commercial properties pays a 6.01% forward yield, and it sends that income to shareholders every month. The $3.26 annualized ...

A royalty holder gets paid when a patented drug gets prescribed, when a song gets streamed, or when a mine or well produces. The owner doesn’t run the business. It just collects a cut of the revenue.

The Fund will, under normal circumstances, invest at least 80% of its assets (net assets plus the amount of any borrowings for investment purposes) in municipal debt securities issued by or on behalf ...

Active exchange-traded funds have taken the investment world by storm. What was once a relatively small corner of the ETF industry has become one of its fastest-growing segments, attracting hundreds ...

International equities offer investors a growing range of opportunities, but capturing them requires looking beyond where companies are headquartered and focusing on what makes th ...

We’ve added a Midwest community bank to the Best Dividend Stocks Portfolio that pays a 3.13% forward yield and has raised its dividend for 12 straight years. Its 0.70 beta means the stock has moved ...

When it comes to fixed-income investments, U.S. Treasury bonds are supposed to be the gold standard, offering steady coupons, good yields, and overall low volatility. With that in mind, the recent ...

It designs, builds and services diesel and natural gas engines, emissions parts and power generation equipment, selling mostly to truck makers, equipment builders and a global dealer network. Data ...