Discover the importance of total return investing in portfolio management, its benefits, strategies, and tax considerations. Seek professional guidance.

Wade Pfau, an expert on retirement income and a professor at the American College of Financial Services, has always been curious about the ways in which partially annuitizing a client portfolio can ...

Each Fund’s distribution policy provides for the resetting of the monthly distribution amount per share (“Distribution Amount”) annually, based on each Fund’s net asset value on the last business day ...

AGNC Investment is clear about its goals, however, and dividend investors need to listen to what management says. According to the company's home page, the objective is "favorable long-term ...

Review 10-year results of a DGI vs ETF retirement income portfolio and why it’s being simplified from 15 positions to 4 funds—read more now.

The Diamond Hill Securitized Total Return Fund returned 1.07% during Q4, trailing the Bloomberg US Securitized: MBS, ABS and CMBS Index by 61 bps. Read more here.

The standard recommendation for investing for retirement is a straightforward one: Invest 10% (or more!) of your annual income, preferably via a tax-deferred account such as a 401(k) plan with an ...

The big draw with AGNC Investment (NASDAQ: AGNC) is its almost-too-good-to-believe 15%+ dividend yield. Don't get overly excited, however. The real estate investment trust (REIT) is pretty clear that ...