Jun 2, 2015

This year, institutional managers have pulled $3.5 billion from REITs and utilities funds, according to Morningstar. The retreat has persisted even as soft U.S. economic data raise increasing questions about how soon the Fed will raise rates. Utilities and MLPs had big years last year, but are down over five percent this year. Steve and Sinclair review a Wall Street Journal article on the risks in high dividend stocks and High Yield Bonds (aka Junk bonds). In the Q & A, Steve reveals several advanced estate and tax planning strategies.