Generate Income

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Maximizing married life: 4 Social Security strategies for couples

Our Blog Jun 19, 2017 Abram Claude, Vice President, Learning Center

Statistically, baby boomer women will outlive their husbands, and yet boomer men generally have higher Social Security benefits. A strategy that considers both spouses can maximize a couple’s benefits and set them up for the future.

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For dividend income, quality and diversification matter

Videos Jun 15, 2017 Melda Mergen, Managing Director, Head of Equities

Build your portfolio of dividend-paying stocks to seek consistent income, not necessarily the highest income.

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Timing isn’t worth your time

Our Blog Mar 27, 2017 James Dearborn, Head of Municipal Bond Investments and Senior Portfolio Manager

With interest rates poised to rise this year, bond investors may be tempted to wait things out. But trying to time the municipal market could come at a cost.

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Q&A: How to approach the fast-moving tech sector

Our Blog Mar 13, 2017 Melda Mergen, Managing Director, Head of Equities

Investment opportunities in technology can appear almost endless. In this rapidly changing sector, investors should know how to separate hype from opportunity.

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Will tobacco bonds go up in smoke?

Our Blog Mar 06, 2017 Chad Farrington, CFA, Head of Municipal Bond Credit Research and Senior Portfolio Manager

Tobacco bond yields can be addictive, but price volatility and default risk could make you ill.

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