Closed-end Funds

In the world of finance, every letter can symbolize a story, a strategy, or a key player. When my nephew was born, one of the first books I bought for him was the “ABCs of Economics.” A book that simplifies complex concepts for young children. Inspired by this, I wondered how AI could create something similar for clients of Blue Bell Private Wealth Management. In this article, I’ll walk through some of the most important ABCs activism, alpha, Boaz Weinstein, BlackRock, Closed-end Funds, and tender offers illustrating how they intersect to create opportunities in the market. 

Jon Sobotkin

Mutual funds are often the main component of an advisor’s asset allocation because of their instant diversification.

Alex LaRosa, CFP®

2018 Year End Distributions

Your online account value may appear lower than reality because of accrued (earned) but unpaid distributions. This does not affect values on your monthly statements because accrued but unpaid distributions are accounted for on them.

James Behr Jr

Your online account value may appear lower than reality because of accrued (earned) but unpaid distributions.

Scott Miller, Jr.

Closed-end funds (CEFs) are one of the core investments utilized at Blue Bell Private Wealth Management and we think it is necessary to educate people about the mistakes that are often made when purchasing closed-end funds.

James Behr Jr

Tis the start of the holiday season and along with Thanksgiving, Chanukah and Christmas comes year end Closed-End Fund distributions.

Scott Miller, Jr.

Last week, we discussed the importance of avoiding Equity-Indexed Annuities which give the illusion of principal protection and growth.

James Behr Jr

Would you ever buy something worth $1 for $1.01 or more?

 

James Behr Jr

The question we pose to you may seem too good to be true. You may say, “No one would give me $1 for 85 cents.”

James Behr Jr

Tis the start of the holiday season, and along with Thanksgiving, Chanukah and Christmas comes year end closed-end fund distributions.

Scott Miller, Jr.

The closed-end funds H&Q Healthcare Investors (HQH) and H&Q Lift Sciences Investors (HQL) recently announced non-transferable rights offerings to each respective fund.

Scott Miller, Jr.

CLIENT ACCESS

WEB SITE ACCESS ACKNOWLEDGMENT

As a client of Blue Bell Private Wealth Management, LLC (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of Company Internet web site.  I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties.  This password-protected access is made available to clients of Company free of charge.  This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account.  I also understand that I will be assigned an individual password.  I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

CLIENT ACCESS

CHOOSE A PROGRAM

Access your personal financial planning home page. Your homepage allows you to organize, store, and monitor all your personal financial information, including access to all of your accounts, credit cards, mortgages, insurance, and investments from a wide range of sources.

Access your account information, Blue Bell quarterly reports and commentary as well as Schwab statements and tax documents.

Charles Schwab

Access your account information, statements and tax documents.