The timing of the launch of our new ETF Income Edge service was very fortunate—I see newly announced ETFs in this category hit my inbox almost daily, usually two or three at a time. We research, review, and recommend ETFs that use options strategies to boost yields or returns. Many of these funds, especially some […]
Income Investing
It’s Past Time to Get Nervous About This Bull Market
U.S. stock prices have been marching steadily higher since the end of October. The S&P 500 is up over 20% with hardly a glitch in the upward trajectory. While it’s great to watch the gains in your portfolio, now is the time to prepare for the next market correction. Here’s why – and how. Here […]
When Preferred Stock Makes This One Change, You Can Make Bank
My Dividend Hunter subscribers are asking me about preferred stocks that will soon go from a fixed dividend rate to a floating rate. With short-term rates up significantly over the last two years, the small group of preferreds with fixed-to-floating interest rate clauses could make investors a lot of money. Here’s how. Fixed-to-floating rate preferred […]
What “Fund Expenses” Really Mean for Your Returns
I get a lot of questions about fund expenses. It usually occurs when I recommend a new fund, and I get something like, “What do you think about the 2% expense rate?” Many investors have misconceptions about fund expenses. So let me explain – because they can matter much less than people think… The discussion […]
Hot Stock Picks from My MoneyShow Panel
Last month, I was a speaker at the MoneyShow investor conference in Las Vegas. I enjoy presenting there very much. I also love to learn what other investment services like mine are recommending to their subscribers. So I took some notes. At the MoneyShow, I gave two solo presentations. I discussed the rapidly expanding universe […]
Making Money With Higher-for-Longer Interest Rates
Stock traders and capital gains-focused investors have their fingers crossed and capital bets on the Federal Reserve starting to cut interest rates soon. Based on recent inflation and employment data, I think it’s very possible that the Fed will not be that quick to cut rates. I am in the higher-for-longer camp and believe investing […]
My Favorite Under-the-Radar Dividend Growth Stock is About to Pop
One of my favorite dividend growth stocks continues to fly under the radar. Sure, the stock price has doubled over the last three years, but this company is just getting started on its growth trajectory. And its latest div My Monthly Dividend Multiplier service focuses on dividend growth stocks to generate long-term compounding total returns. […]
Another Covered Call ETF Lands – But Is It Any Good?
Over the last year, the YieldMax single-stock covered call ETFs have been one of the hot, high-yield investment stories. Since November 2022, the fund sponsor has rolled out an increasing number of ETFs tracking covered call results on individual stocks. With distribution yields up to 80%, it’s unsurprising that these funds excite investors. Now, a […]
Get the Tax Advantages of MLP Investing Without the K-1 Hassles
Energy midstream companies organized as master limited partnerships (MLPs) offer significant tax advantages to investors. However, there are a few “gotchas” with MLP investing, so it is essential to correctly structure how you get exposure to this very attractive type of income investment. Let me show you. Believe me, you’ll be grateful you read this […]
What to Look Out for As More Option ETFs Keep Coming
Over the last couple of years, ETF sponsors have flooded the market with new funds that use options strategies to enhance income or protect principal values. These funds use very advanced options strategies to achieve their goals, so by definition, they are not easy to understand or evaluate. Our Investors Alley team has assembled a […]