214 Plus: Core Holdings, LIBOR, LAND and KYN
This week July 28, 2018, we review how cash and/or ultra short-term bonds can serve as a home base while investors average into other areas of the market. We review what LIBOR is and why it is going away. We analyze a REIT that invests in farmland. Finally, we discuss why David hasn't sold KYN in his portfolio. … [Read more...]
194 Plus: Why Bonds, S&P forward P/E and KYN Merger
This week March 3, 2018 on Money For the Rest of Us Plus, we answer why an investor would ever own bonds if they are going to lag the stock market. We look at the impact of tax reform and a lower corporate tax rate on S&P 500 Index valuations. Finally, we look at the ramifications of the merger of two Kayne Anders closed end funds. … [Read more...]
157 Plus: Unanticipated Retirement Expenses, Aggressive Portfolios and KYN
This week May 13, 2017 on Money For the Rest of Us Plus we look at some large retirement expenses that sometimes get overlooked. We revisit David's recent decision to reduce his exposure to the Kayne Anderson MLP Investment Company. Finally, we discuss why the Aggressive Model Portfolio is not more aggressive in terms of stock exposure. … [Read more...]
