If I Could Only Buy 2 Investments While The Fed Hikes Rates

Rising interest rates could create serious pressure for consumers, corporations, housing, equity valuations, and the federal government's debt-servicing burden. However, there are some investments that are well-positioned for Fed rate hikes. I detail my two favorite places to invest that should be highly resilient in the current environment.

Seeking Alpha • Sep 19, 2026

A $100,000 Retirement Dividend Snowball In A Rising-Rate World

Building a $100,000 dividend snowball is foundational for financial security and passive income. I detail how I would go about doing so in today's rising rate environment. I also share some specific picks and how to allocate capital on a percentage basis to build the snowball.

Seeking Alpha • Sep 18, 2026

Brookfield Infrastructure: Yielding 5% And About To Lose Its K-1

Brookfield Infrastructure Partners remains a Buy, supported by 10% FFO growth, a 5.2% yield, and robust data/AI-driven expansion. Q2 saw all segments grow, with data center FFO up 36% and midstream up 17%, underscoring BIP's organic and acquisition-led growth strategy. Capital recycling continues to deliver, with $1.2B in asset sale proceeds YTD and a potential $5B NorthRiver sale to fund further high-growth investments.

Seeking Alpha • Sep 17, 2026

The 3 Investments I Would Not Want To Retire Without In 2026

Many popular forms of investing for retirement appear ill-suited to the current macro and market environment. Dividend growth investing also has some major vulnerabilities. I detail how I think investors can best mitigate these risks using 3 key investments.

Seeking Alpha • Sep 15, 2026

Brookfield Infrastructure's 2026 Outlook: Digital Data Segment Expansion Drives Growth

The company generates reliable cash flow through essential global infrastructure and long-term utility contracts. The business is positioned to capitalize on the multi-billion-dollar build-out of AI infrastructure.

The Motley Fool • Sep 12, 2026

A Near-Perfect Buy-And-Hold Trio For Early Retirement

An early-retirement income portfolio should strive to include a combination of meaningful current yield, dependable dividend growth, and diversification. I discuss three investments that can be held for the long term that strike this powerful balance. I also discuss the risks associated with these picks.

Seeking Alpha • Sep 10, 2026

Brookfield Infrastructure: Corporate Simplification As A Strategic Catalyst

Brookfield Infrastructure offers a rare mix of undervaluation, ~5% yield, and 6-7% dividend growth, with 85% of revenues regulated or contracted. The BIP-BIPC unification eliminates the K-1 burden, removes the partnership discount, enhances liquidity, and is expected to catalyze near-term price appreciation. Fair value is estimated at ~$48, implying 28.5% upside from current levels, supported by both historical multiples and a dividend discount model.

Seeking Alpha • Sep 8, 2026

5% Blue-Chip Yields With Likely 10%+ Growth Getting Cheap On The Drop

5%+ yields and 10%+ per-share growth outlooks are a rare combination. I look at two opportunities with this expectation (and the track record to support it). These businesses also have strong balance sheets and stagflation-resistant business models.

Seeking Alpha • Sep 4, 2026

The One Investing Strategy I Would Use To Prepare For A Lost Decade

We could very well be on the verge of a lost decade for markets. This sets investors up for several potential traps in their strategy. I detail the one strategy that I would use to position myself to thrive when retired in a lost decade.

Seeking Alpha • Sep 3, 2026

2 Dividend Darlings Retirees Love And Why It's Time To Let Them Go

Durable income investors must balance long-term compounding with active adjustments as market conditions shift. Conditions have changed - inflation is structurally high, rates are up, and we've a new potential systemic risk in town, which is called the AI. Given this context, I analyze two standard retirement income options that I believe should be abandoned or scaled back.

Seeking Alpha • Sep 2, 2026