Reaves Utility Income Fund

UTG

Börsenwert 3,23 Mrd. $

When retiring on dividends, you need to be highly selective to ensure that your portfolio does not disappoint you. I detail the only dividend stocks that I would trust to generate passive income to fund my retirement. I provide a multi-part test to significantly reduce the risks that a dividend stock will let you down in retirement.

DENVER, CO / ACCESS Newswire / October 7, 2026 / Reaves Utility Income Fund (NYSE American:UTG) announced today the next three, monthly, distributions at a rate of $0.21 per common share per month, unchanged from the per share rate paid for the previous quarter. As of October 1, 2026, the Fund's market price was $34.54 per share and its net asset value was $34.96 per share.

Not everyone wants to or needs to retire early. After all, a 9-5 day job brings steady income, a sense of purpose and discipline, and keeps one engaged in physical and mental activity. Still, one size does not fit all. There would be many folks who like the idea of retiring from a 9-5 job in their 40s or early 50s and pursuing something they have always dreamt about. We will discuss what it really takes to retire early and how to go about investing for early retirement, also known as FIRE (Financially Independent Retire Early).

Dividend stocks are under pressure from rising long-term interest rates. What matters most in the near term is where interest rates are headed next. I detail the factors at play and where I think the best risk-adjusted places to allocate capital today are.

The Reaves Utility Income Fund (UTG) offers a 7.43% yield, now at its highest entry yield since April 2025 due to sector weakness. UTG distinguishes itself with diversified exposure to utilities, energy infrastructure, nuclear, and AI/data center themes, not just traditional gas and electric providers. The fund has never cut its monthly distribution since inception, maintaining NAV stability except during the GFC, and now trades at a discount.

Statement Pursuant to Section 19(a) of the Investment Company Act of 1940 DENVER, CO / ACCESS Newswire / September 30, 2026 / On September 30, 2026, the Reaves Utility Income Fund (NYSE American:UTG) (the "Fund"), a closed-end sector fund, paid a monthly distribution on its common stock of $0.21 per share to shareholders of record at the close of business on September 17, 2026. The following table sets forth the estimated amount of the sources of distribution for purposes of Section 19 of the Investment Company Act of 1940, as amended, and the related rules adopted thereunder.

While I am a big believer in a certain degree of diversification, I have significantly overweighted my portfolio in 3 investments. These investments are targeting 2 major macro tailwinds that should help drive superior long-term risk-adjusted performance in these picks. I detail the three investments that I am betting big on, as well as the risks.

Many investors are growing increasingly complacent. I detail three very big mistakes that I am seeing a lot of investors make right now. I discuss why bonds may be riskier than they seem, historically cheap-looking high-yield securities may not be nearly as undervalued as they seem, and many investors are overpaying for outperformers.

Many infrastructure stocks have sold off recently. I detail two proven income-generating opportunities that I think are compelling buys on the dip. They yield 7-8% and pay out monthly dividends.

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.