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Insights & Education

What Do 12-, 24-, and 36-Month Investment Terms Mean?

What Do 12-, 24-, and 36-Month Investment Terms Mean? When comparing income investments, the interest rate tends to get most of the attention. But another number can be just as important: The investment term. A 12-month investment and a 36-month investment may both offer attractive income potential, but they ask very different things of the investor. One gives you an...

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How to Read a Note Offering Before You Invest

How to Read a Note Offering Before You Invest An attractive interest rate can make an investment worth investigating. It shouldn't make...

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What to Look for in a Fixed-Rate Note

What to Look for in a Fixed-Rate Note A fixed interest rate can make a note investment look straightforward. You invest capital. The note specifies a rate. Interest is paid according to the offering terms. The note eventually reaches maturity. But the stated rate is only one part of the investment. For investors evaluating a fixed-rate note investment, some of...

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Private Credit vs
Dividend Stocks for Income

Private Credit vs Dividend Stocks for Income Meta Description Compare private credit vs dividend stocks for income, including yield, volatility, liquidity, cash...

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Fixed-Rate Notes vs Bonds:
What Investors Should Know

Fixed-Rate Notes vs Bonds: What Investors Should Know If you're looking for investments designed to generate income, bonds are probably already on...

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The Biggest Income
Investing Mistakes
(and How to Avoid Them)

The Biggest Income Investing Mistakes (and How to Avoid Them) Income investing is often as much about avoiding common mistakes as it...

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Why Many Income-Focused Investors Emphasize Cash Flow Over Market Headlines

Why Many Income-Focused Investors Emphasize Cash Flow Over Market Headlines Meta Description Learn why many income-focused investors prioritize cash flow over market...

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How Much of Your Portfolio Should Be Allocated
to Income Investments?

How Much of Your Portfolio Should Be Allocated to Income Investments? Meta Description Learn how investors think about allocating a portfolio to...

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Understanding Investment Risk: The Questions Experienced Investors Ask

Understanding Investment Risk: The Questions Experienced Investors Ask Meta Description Learn how experienced investors evaluate investment risk. Discover the key questions that...

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