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Equity markets remain in a prolonged, robust bull run, demanding high selectivity for new opportunities. Infra and utility sectors are heavily dependent on AI, while energy and midstream appear overinflated due to war-related factors. High-duration assets are considered excessively risky in the current environment, favoring cash preservation instruments like high-quality CLOs and T-bills.
Two retirees with identical $2.1 million portfolios can face wildly different tax bills in their seventies, and the gap comes down to a single decision made years before Medicare or RMDs enter the picture.
Rising interest rates could provide a short-term catalyst for BDCs, but higher rates may also stress borrowers and tighten dividend coverage. Capital Southwest and Trinity Capital are favored for income; both are internally managed with strong balance sheets and yields above 10%.
The vehicle you choose to replace a $14,000 monthly paycheck can swing your required capital by millions, and picking the wrong yield lane locks in a trade-off most investors never see coming.
DALLAS, Sept. 02, 2026 (GLOBE NEWSWIRE) -- Capital Southwest Corporation (“Capital Southwest”) (Nasdaq: CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, today announced an amendment to its senior secured credit facility (the “Corporate Credit Facility”). The amendment (a) increased commitments under the Corporate Credit Facility from $510 million to $595 million, (b) decreased the applicable margin from 2.15% to 2.00%, (c) removed the SOFR adjustment, (d) increased the uncommitted accordion feature that could increase the maximum commitments from $750 million to $1 billion, (e) reduced the unused commitment fees from a range of (i) 0.50%-1.00% to (ii) 0.50%-0.75% per annum, based on utilization, on the unused lender commitments, and (f) amended certain financial covenants. In addition, the end of the Corporate Credit Facility's revolving period was extended from August 2, 2027 to September 2, 2030, and the final maturity was extended from August 2, 2028 to September 2, 2031.
DALLAS, Sept. 01, 2026 (GLOBE NEWSWIRE) -- Capital Southwest Corporation ("Capital Southwest" or the "Company") (Nasdaq: CSWC) today announced that, at its reconvened annual meeting of shareholders, shareholders voted to approve the Company's proposal to increase the number of authorized shares of common stock from 75.0 million to 135.0 million. The Company is grateful to its shareholders for their engagement and support throughout the process.
High-yielding and dependable monthly dividend machines can be powerful vehicles towards achieving early retirement. I detail two elite monthly payers yielding 10-14%. I share their pros, cons, risks, and reward profiles.
DALLAS, Aug. 27, 2026 (GLOBE NEWSWIRE) -- Capital Southwest Corporation (“Capital Southwest” or the “Company”) (Nasdaq: CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, is pleased to announce that its Board of Directors has declared a quarterly regular dividend of $0.58 per share, of which $0.1934 per share will be paid monthly for each of October, November, and December 2026, and a quarterly supplemental dividend of $0.06 per share payable in December 2026, each of which is detailed in the table below. The Company's regular quarterly dividend for the quarter ending December 31, 2026 will be payable as follows: Declared Ex-Dividend Date Record Date Payment Date Amount Per Share 8/27/2026 10/15/2026 10/15/2026 10/30/2026 $0.1934 8/27/2026 11/13/2026 11/13/2026 11/30/2026 $0.1934 8/27/2026 12/15/2026 12/15/2026 12/31/2026 $0.1934 The Company's quarterly supplemental dividend for the quarter ending December 31, 2026 will be payable as follows: Declared Ex-Dividend Date Record Date Payment Date Amount Per Share 8/27/2026 12/15/2026 12/15/2026 12/31/2026 $0.06 Total Regular Dividend per Share for Quarter Ending December 31, 2026: $ 0.58 Total Supplemental Dividend per Share for Quarter Ending December 31, 2026: $ 0.06 Total Dividends per Share for Quarter Ending December 31, 2026: $ 0.64 When declaring dividends, the Board of Directors reviews estimates of taxable income available for distribution, which may differ from net investment income under generally accepted accounting principles.