Keeping the Right Focus
It's been a good ride recently for total-return investors. First, the S&P 500 rose 25.2% through early December; global stocks, as tracked by Morgan Stanley, improved 21.6% during the same period.
MLPs Thrive in the Energy Renaissance
Total-Return Investing: The Case Stays Strong
While clients’ financial goals and risk tolerance tend to drive their portfolio allocation, there is a significant role for total-return investing among most investors, including those focused primarily on income or growth, experts say.
MLPs Come into Sharp Focus
The young, tax-advantaged asset class of master limited partnerships, with its unique structure and method of return, has been picking up steam for the past several years.
Delivering Results in Volatile Times
The financial markets’ movement in 2011 led many investors to seek stable income and steady business models; midstream MLPs and other partnerships benefitted from that interest.