Build a $600k covered call ETF portfolio (GPIX, GPIQ, SPYI, QQQI) targeting ~$5,387/month income, 10.7% yield, plus key risks ...
Barings Corporate Investors remains resilient but is rated Hold due to its premium to NAV and interest rate uncertainty.
Quick Read A $900,000 portfolio at age 72 requires a first RMD of $32,847 (3.65% withdrawal rate). Portfolios growing at 5-6% ...
Many strategies and approaches are available to investors, even now. Amidst this sea of advice, a straightforward rule of thumb stands out for its simplicity and effectiveness. This rule, often ...
Investors should combine low-correlated asset classes, such as equity and debt, to balance growth and stability ...
I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. The key question: Is 65% in stocks too high for someone in their situation?