According to Fidelity Investments , 57% of baby boomers (born between 1946 to 1964) who manage their own portfolios are holding more stock than the company would recommend – "largely due to the bull market of the last 10 years." Fidelity Investments says that baby boomers are over...

As predicted in previous articles, business development companies ("BDC") continue to outperform the overall markets in 2019 with an average total return of around 22%. However, there is a wide range of results, and I will briefly discuss some of the reasons why as well as compare to the retur...

This article discusses Ares Capital ( ARCC ) and its Baby Bond " AFC " that currently yield 9.0% and 6.6%, respectively. Also discussed is the potential for additional unrealized losses for ARCC from its portfolio companies that have been previously marked down including equity positions w...