If you're at or near retirement, you may be wondering how to handle your investments—especially since market volatility is high, and fixed-income investments such as Treasury bonds aren't producing much income or cash flow.

That’s why we’d like to offer another, more viable option: preferred securities.

A preferred security, also known as a “hybrid security,” is actually stock (equity in a company). However, its price (par value) does not change over time. It is similar to a bond in that it pays a fixed yield, in the form of a dividend.

Preferred securities are attractive to many investors because they pay a regular dividend (often higher than a company’s bond yield), and they avoid the price volatility of common stock.

If you have $500,000 or more to invest, get our free guide to learn more about preferred securities and generating cash flow and income with our Preferred Income Strategy. You’ll learn:

  • How preferred securities work and how they differ from stocks and bonds
  • Pros and cons of preferred securities for retirement investors
  • Why preferred securities can help diversify a portfolio
  • The added advantage of preferred securities if a company fails
  • Plus many more reasons for retirement investors to consider this income-generating strategy

If you have $500,000 or more, fill out the form to get your free guide today!

A Quick Word About Zacks

Zacks Investment Management has been helping investors meet their financial goals since 1992. Currently we are entrusted with billions in assets by investors just like you. These people turn to Zacks because of our ability to create customized portfolios using strategies with a track record of success.