Earn Up to 9.5% in Energy Yields (Without Binge-Watching CNN)

Brett Owens, Chief Investment Strategist
Updated: June 20, 2025

Let’s talk about energy dividends because, well, you know why. But let’s not chase the headlines.

Let’s focus on energy “toll collectors” that will make money regardless of tomorrow’s geopolitical landscape. Steady cash flows support these 4.2% to 9.5% yields.

This runs counter to the outlook for exploration and production companies, as well as equipment and service providers, which have profits that are tightly bound to the price of energy commodities. These stock prices follow crude oil movements too closely.

Energy infrastructure companies are calmer plays. Companies that own and operate pipelines, processing plants and storage facilities aren’t nearly as reliant on energy prices—they just take a cut whenever oil, natural gas, nat-gas liquids, etc.,… Read more

3 “Secret” Funds That Could Let You Retire Earlier Than You Think

Michael Foster, Investment Strategist
Updated: June 19, 2025

Few things ease financial worry like knowing you can walk away from work anytime you want.

Closed-end funds (CEFs) give us just that kind of security—and we talk about that a lot in my weekly articles and in my CEF Insider service. With yields of 8%, 9% and more, CEFs generate huge payouts that could let you retire earlier than you think.

It’s such a powerful—and overlooked—way to invest that it’s worth revisiting again today. We’ll color our discussion by looking at how some typical American retirees could retire with CEFs.

And we’re going to work in some real-life numbers, too.… Read more

Your 8.1% Dividend Portfolio, Perfectly Tracked

Brett Owens, Chief Investment Strategist
Updated: June 18, 2025

We’ve been dividend-hungry lately. Our Wednesday missives brought ten income ideas since the end of April!

It’s a busy week for our brood! If you bought these payers, you have five ex-dividend dates (the dates when the stock trades at a price minus—“ex”—the dividend per share) on deck this week. Plus a payday for our “Goldilocks” tariff play, Corteva Agriscience (CTVA).

This neat weekly view comes to us courtesy of Income Calendar, our homegrown dividend tracker. We developed IC for serious income investors like yourself. The tool projects every dividend payment with accuracy that is unmatched in the industry.… Read more

The Surprising Link Between AI, Jobs and 3 BIG Dividends (up to 8.5%)

Brett Owens, Chief Investment Strategist
Updated: June 17, 2025

Still wondering if AI will replace human workers? Well, you can stop. Because it’s already happening—and boosting corporate profits as it does.

That’s tough news for workers, of course. But there’s a silver lining for those of us investing for dividends. Because the “growth-without-hiring” trend AI has touched off is setting up one of the strongest income opportunities I’ve seen in years. (I’ll name three AI plays yielding up to 8.5% below.)

Wait, AI is setting the stage for big dividends?

I know. AI is known for a lot of things—many of which have been, er, less than helpful, such as infringing on copyrights and forcing McNuggets on pleading McDonald’s (MCD) drive-thru customers.… Read more

This AI Fund’s 7.3% Payout Looks Tempting (Here’s Why We’re Out)

Michael Foster, Investment Strategist
Updated: June 16, 2025

There’s a 7.3%-paying fund out there that looks like the perfect buy—7.3% yield, growing payout and special dividends. Yet, if you hold this one, I urge you to sell yesterday.

It’s a dilemma we’ve all faced: There’s a stock or fund we’re aching to buy—but there are just one or two things holding us back. That’s certainly the case here. In fact, at pretty well any other time, we’d fall all over ourselves to buy this dominating tech play. At my CEF Insider service, we’ve done just that in the past.

But not today. Today we’re putting this one on the shelf—and I urge you to do the same.… Read more

Generate Yields up to 13% For as Little as $8 (No Microcaps, No Options)

Brett Owens, Chief Investment Strategist
Updated: June 13, 2025

Let’s invest like private equity pros without needing seven figures. Yes, that’s right—PE-style starting for as little as $8.

Plus, yields up to nearly 13%.

No special access or options trades needed. Just a few clicks through our brokerage accounts buying regular ol’ tickers.

The sneaky dividend-dishing subjects? Meet business development companies (BDCs), publicly-traded firms that lend to small businesses.

BDCs were invented by Congress years ago to create a new type of lender to small businesses. They were also given the same mandate as real estate investment trusts (REITs): Return at least 90% of taxable income back to shareholders in the form of dividends.… Read more

These Huge Yields (Up to 9.1%) Have a “Secret” Discount Set to Vanish

Michael Foster, Investment Strategist
Updated: June 12, 2025

I’m just going to come out and say it: If you want to be financially independent (and who doesn’t?), you must own closed-end funds (CEFs).

For those “in the know” about CEFs, the reason is simple: massive yields. As I write, closed-end funds yield 9.1% on average. And game-changing dividends like that are only one way CEFs reward us—and I’d argue they’re not even the best one!

The best-in-class CEFs out there—and here I’d definitely include the three we’re going to get into below—also offer strong total returns, with price gains and dividends combining to hand us overall returns of 10%+ yearly.… Read more

Earn $42,353.38 in Dividends on Just $500K. Here’s How

Brett Owens, Chief Investment Strategist
Updated: June 11, 2025

$500K can be enough money to retire on. Even as early as age 50!

The trick is to convert the pile of cash into cash flow that can pay the bills. I’m talking about $42,353.38 per year in dividend income on that nest egg, thanks to 8%+ average yields.

These are passive payouts that show up every quarter or, better yet, every month. Meanwhile, we keep that $500K nest egg intact. Or, better yet, grind that principal higher steadily and safely.

Got more in your retirement account? Cool—more monthly dividend income for you!

We’ll talk specific stocks, funds and yields in a moment.… Read more

Wall Street Is Cutting Off Uncle Sam (Priming This 9% Payer for Gains)

Brett Owens, Chief Investment Strategist
Updated: June 10, 2025

BlackRock, the world’s largest asset manager, is turning its back on long-term Treasuries—and that’s rattling the bond market.

That, in turn, has the mainstream crowd turning its back on ALL bonds.

Mainstream crowd turning its back? That’s all we need to hear! In a second, I’ll reveal a 9% “contrarians only” dividend that’s tailor-made for this critical time in Bond-land.

First, let’s break down what the global investment titan is telling us here: In its weekly commentary, released June 2, BlackRock laid things out in stark terms (or at least as stark as a stuffy financial institution gets!):

“Our strongest conviction [bolding mine] has been staying underweight long-term US Treasuries.”Read more

“Sell America?” Nope. This 10.7% Dividend Strategy Is a Far Better Play

Michael Foster, Investment Strategist
Updated: June 9, 2025

The media is still obsessed with the “sell America” trade.

That is, in a word, overblown. But there is something valuable here—especially for us income investors.

Because even though the US has the world’s most diverse and dynamic economy, bar none, we do need to make sure we’re spreading at least some of our assets beyond a single country or asset class.

For maximum safety (both for our portfolio value and our income streams) we also need  exposure to alternative asset classes beyond US blue chips, such as global stocks, real estate investment trusts (REITs) and corporate bonds.

But here’s where a potential pitfall lies: Important as diversification is, we can not make the common blunder of letting it take over our investment decisions.… Read more