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In today’s market environment, finding yield has become increasingly problematic for investors. This can be especially true for those in—or nearing—retirement. For these investors, one good option may be preferred stocks.
While you’ve probably heard of common stock, many investors are new to the world of preferred stocks. Often referred to as hybrid investments because of their likeness to common stock and bonds, preferred stocks have the potential for high yields with stable dividend payments—two common traits sought out by retirees. Preferred stocks are even used by the likes of Warren Buffet.
Interested in learning more? Sign up today for our webinar on preferred stocks and get the lowdown on these unique investments. We’re excited to be featuring special guest Bluerock Capital Markets, for this upcoming event
Here are just some of the topics we’ll cover:
- What are the advantages and disadvantages of owning a preferred stock over common stocks and bonds?
- Are there any potential tax advantages to owning preferred stocks?
- Where do preferred stocks fit into retirement planning?
- Is a preferred stock a suitable match for my portfolio?
The information provided should not be considered specific tax, legal, or investment advice and is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.
It is important to keep in mind that investments in fixed income products are subject to liquidity (or market) risk, interest rate risk (bonds ordinarily decline in price when interest rates rise and rise in price when interest rates fall), financial (or credit) risk, inflation (or purchasing power) risk and special tax liabilities. Interest may be subject to the alternative minimum tax. Treasury securities are backed by full faith and credit of the U. S. Government but are subject to inflation risk.
The information provided has been presented for educational purposes only. The information provided should not be construed as a recommendation or solicitation to buy or sell any security.
Investments in non-traded Real Estate Investment Trusts (REITs) are subject to significant risks. These risks include, but are not limited to limited operating histories, reliance on the advisors, conflicts of interests, payment of substantial fees to the advisors and their affiliates, and illiquidity. If you are able to redeem shares, they will generally be redeemed for less than the original amount invested. Investing in these products may not be suitable for all investors. This material should not be considered a solicitation of an offer to sell/buy any specific security or offering. Investors should consult a financial professional to determine whether risks associated with an investment in the shares are compatible with their investment objectives.
You should carefully consider the investment objectives, risks, charges, and expenses of a non-traded REIT before investing. The prospectus, which contains this and other important information, can be obtained from your financial advisor. You should read it carefully before investing or sending money.
Rick Plum is a registered representative of, and offer securities through, Lucia Securities, LLC, a registered broker/dealer, member FINRA/SIPC. Advisory services offered through Lucia Capital Group, a registered investment advisor, and an affiliate of Lucia Securities, LLC. Registration with the SEC does not imply a certain level of skill or training. John Dean is an associated person of Lucia Securities, LLC.
Bluerock Capital Markets and Bluerock Series B Preferred are not affiliated with Lucia Capital Group, Lucia Securities, LLC or any of its subsidiaries.