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November 10, 2017

Closed-End Fund Year End Distributions for 2017

By Scott Miller, Jr.

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.

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April 12, 2017

5 Common Mistakes Made When Purchasing Closed-End Funds

By James Behr 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. Below are the five[...]

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November 10, 2016

Closed-End Funds Year End Distributions Explained

By Scott Miller, Jr.

****Your online account value may appear lower than what it really is because of accrued (earned) but unpaid distributions****

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October 18, 2016

Steer Clear of Mutual Fund Fees and Closed End Fund IPOs

By James Behr Jr

Last week, we discussed the importance of avoiding Equity-Indexed Annuities which give the illusion of principal protection and growth. This week, we will discuss how investors should ignore and avoid specific Mutual Funds and Closed End Funds (CEF)[...]

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September 02, 2016

Purchasing CEFs at a Discount to Net Asset Value

By James Behr Jr

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

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February 10, 2016

Would you like to buy $1 for 85 cents?

By 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.” Allow us to introduce you to closed-end funds (CEFs).

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December 08, 2014

Closed-end Fund Year End Distributions

By Scott Miller, Jr.

Tis the start of the holiday season, and along with Thanksgiving, Chanukah and Christmas comes year end closed-end fund distributions.   These distributions can be quite large and can make it appear as if your account has lost value until the[...]

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June 20, 2014

The Key to Closed-end Fund Rights Offering is Oversubscribing

By Scott Miller, Jr.
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