<p>In this interview from the "Money Life with Chuck Jaffe" podcast, John Cole Scott, President of <a href="https://cefdata.com" target="_blank" rel="noopener">CEF Advisors</a>, discusses his "trifecta analysis" of closed-end funds and how he will frequently add or drop funds to take advantage of market conditions and make the most of tax circumstances, capturing incremental gains and minimizing incremental losses to squeeze the client's desired result in their portfolio.</p>

In this interview from the "Money Life with Chuck Jaffe" podcast, John Cole Scott, President of CEF Advisors, discusses his "trifecta analysis" of closed-end funds and how he will frequently add or drop funds to take advantage of market conditions and make the most of tax circumstances, capturing incremental gains and minimizing incremental losses to squeeze the client's desired result in their portfolio.

<p>In this interview from the "Money Life with Chuck Jaffe" podcast, John Cole Scott, President of <a href="https://cefdata.com" rel="noopener noreferrer">CEF Advisors</a>, discusses his "trifecta analysis" of closed-end funds and how he will frequently add or drop funds to take advantage of market conditions and make the most of tax circumstances, capturing incremental gains and minimizing incremental losses to squeeze the client's desired result in their portfolio.</p>

NAVigator bonus: CEF Advisors' Scott on picking and managing funds

The NAVigator, from the Active Investment Company Alliance (AICA), talks all-weather investing and "excellence beyond indexing" through the use of closed-end funds (CEFs) & business-development companies (BDCs). AICA – a new organization that includes a diverse constituency that runs from investors through fund sponsors – aims to help investors & advisors plot a new and different course to financial success, via the tactical use of securities that mix active management within listed & non-listed structures. Subscribe now to get regular updates on everything you need to know to succeed with CEFs & BDCs.

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The NAVigator, from the Active Investment Company Alliance (AICA), talks all-weather investing and "excellence beyond indexing" through the use of closed-end funds (CEFs) &amp; business-development companies (BDCs). AICA – a new organization that includes a diverse constituency that runs from investors through fund sponsors – aims to help investors &amp; advisors plot a new and different course to financial success, via the tactical use of securities that mix active management within listed &amp; non-listed structures. Subscribe now to get regular updates on everything you need to know to succeed with CEFs &amp; BDCs.

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NAVigator bonus: CEF Advisors' Scott on picking and managing funds

NAVigator bonus: CEF Advisors' Scott on picking and managing funds

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