Why Mobility Is a Form of Wealth

No Capital Gains Tax Countries: Where Investors Keep More of Their Gains

No Capital Gains Tax Countries: Where Investors Keep More of Their Gains

16 Countries with No Income Tax: Are They Actually Livable?

There are few phrases more powerful to an overtaxed investor than this one:

The Freedom Index Explained: What Makes a Country Truly Free?

They usually begin with the country they were taught to admire. The flag. The anthem. The constitution. The history books. The national stories about…

Go Where You’re Treated Best: The Philosophy of Geographic Freedom

You are born somewhere. You grow up inside its school system, tax system, healthcare system, legal system and cultural assumptions. You learn its rules…

What Is Geo-Arbitrage? Earning in Strong Currencies, Spending in Weaker Ones

That is not entirely wrong. A higher income helps. A growing portfolio helps. A strong savings rate helps. But there is another side of…

The Dangers of Leverage in Closed-End Funds

There is a sentence that sounds harmless until real money is attached to it.

The Anatomy of a CEF Distribution: Income or Return of Capital?

It may be monthly. It may be quarterly. It may be small at first. But psychologically, it feels different from a stock price moving…

How to Find and Screen Closed-End Funds Without Chasing Yield

It usually happens late at night, with a cup of coffee nearby and too many browser tabs open. The investor discovers a Closed-End Fund…

What Is a Closed-End Fund? A Simple Guide for Income Investors

Not at the beginning, when investing still feels exciting. Not when they are watching stock charts, reading headlines, or calculating how much the S&P…

Can You Really Buy $1 for 80 Cents?

A few years ago, I was sitting in a small coffee shop with an older friend named David.