Why a Mix of Bonds, Preferred Stock, and Common Stock May Be Wise for Your Investment Portfolio

Why a Mix of Bonds, Preferred Stock, and Common Stock May Be Wise for Your Investment Portfolio As we navigate the complexities of today’s financial markets, our investment portfolio often requires a strategic blend of various financial instruments. In the realm of corporate financing, organizations leverage equity financing, including bonds preferred common, to meet diverse […]

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BDC Valuation Basics: Business Development Companies (BDCs) Factors to Know Before You Invest

man holding clear glass jar; BDC valuation basics

BDC Valuation Basics: Key Factors to Know Before Investing in Business Development Companies (BDCs) Navigating the world of investments often leads to discovering unique opportunities like Business Development Companies (BDCs). In this blog post, we’ll lay the foundation by thoroughly examining the core essence of BDCs and how their valuation affects investment decisions. Whether you’re

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Mastering Core Satellite Allocation for Optimal Dividend Investments

blue and black city buildings photography, core satellite allocation

Mastering Core Satellite Allocation for Optimal Dividend Investments  As savvy investors in the dynamic landscape of today’s financial markets, we are ceaselessly seeking strategies that safeguard economic stability while paving the way for wealth accumulation. Within this pursuit, we’ve identified that core satellite allocation stands out as a sophisticated investment strategy with the aptitude to optimize

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What Are Long-Term Bonds? The Key to Balancing Your Investment Strategy

what are long-term bonds

What Are Long-Term Bonds? The Key to Balancing Your Investment Strategy In the chess game of investing, we’re always strategizing our next masterstroke, and long-term bonds are a critical piece in our financial playbook. We’re firm believers in the power of equities to drive growth, but we also appreciate the balance that long-term bonds bring

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Unlocking the Puzzle: What is the Capital Stack?

When investing, the term capital stack is essential in comprehending the multifaceted layers that constitute the financial foundation of company stock. We delve into an intricate hierarchy of monetary sources, each with their rights and priorities that define risk and return. When we ask, “what is the capital stack?,” we’re referring to this layered financial

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Unveiling the Potential of REITs: 3 High Yield and Growth Opportunities

Unveiling the Potential of REITs: 3 High Yield and Growth Opportunities Diving Deeper into the Lucrative World of REIT Dividends Are you ready to unlock a treasure trove of income-generating assets? Real Estate Investment Trusts (REITs) stand as a beacon for investors craving steady streams of income with the added potential for capital appreciation to

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Budgeting for Dividends: 5 Tips for Making Your Money Work for You

Budgeting for Dividends

Budgeting for Dividends: 5 Tips for Making Your Money Work for You Budgeting for dividends is a crucial aspect of financial planning that allows you to maximize your income and make your money work for you. It involves creating a budget, getting out of debt, opening a high-yield savings account, considering passive income streams, and

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Deciphering Dividend Safety: The Dominance of Free Cash Flow vs. Earnings

free cash flow

When analyzing dividend safety for dividend-paying stocks, it is crucial to focus on the right financial indicators. A trend has emerged where free cash flow metrics supplant corporate earnings reports as a more reliable gauge of dividend financial health. In this article, we delve into the nuances of earnings vs. cash flow and explain why

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Why Investing in Bonds for a BDC Might Be Better Than Common Shares During a Recession

As the economy experiences downturns, bond investments in Business Development Companies (BDCs) often offer better stability and reduced volatility compared to common shares. BDCs are at the mercy of market fluctuations, and their equity investments, particularly common shares, might see considerable price drops during recessions. On the contrary, bonds typically provide more predictable fixed income

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Why Dividend Stocks are the Key to a Confident Retirement

man and woman sitting on bench in front of beach; are dividend stocks best for retirement

Understanding Dividend Stocks – What they are and Why they Matter Dividend stocks are a critical part of any retirement portfolio. They provide a consistent and reliable source of income that can help supplement other sources of retirement income, such as Social Security or a pension. Dividend stocks are also a great way to reduce

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