Welcome to the Karpus Investment Management Insights Reports page. Here, you’ll find a range of articles on tips for investors, investment topics like cash management, compound interest, Roth IRA conversions, Muni bonds, international and emerging market equities, and specialized vehicles such as closed-end funds and SPACs.
Whether you’re managing market fluctuations, exploring cash solutions, or planning retirement distributions, we believe our downloadable articles can offer insights to support well-informed financial decisions.
Download our articles today to enhance your investment journey.
Municipal Bonds and the January Effect
Ways an Employer Can Help Employees Save for Retirement
Emerging Market Equities
Year-End Investor Checklist
Cash Management in a Low-Interest Rate Environment
Compound Interest
Roth IRA Conversions
Taking a Look at International Equities
Don’t Overlook the Benefits of Closed-End Funds
Investing in Today’s Market: Keep an Eye on Your Destination
Our Approach to Investing in Special Purpose Acquisition Companies
A Primer on Debt Issued by Business Development Companies
International Equities – A Perspective on Valuations
Investment Themes in Equities and Fixed Income Markets
Options for Cash Management
Insights Regarding Measurements of Market Volatility
What to do if you Miss a Required Minimum Distribution
Two Often Overlooked Questions when Choosing an Advisor
Important Changes from SECURE Act 2.0
The Importance of the Euro and European Union
Municipal Bonds and Diversification