Make Annuities Work for You!
Here's what annuities actually are, how they work, and whether one belongs in your portfolio.
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Covered Call ETFs - Hot Yield Trend
We examine the mechanics of covered call and option-income ETFs, exploring what drives their yields, and critically evaluate their place in a portfolio.
Dispelling the Illusion of Dividend Capture Strategies
Why Dividend Capture Fails - No Matter How Clever the Trade
Options-Based Income: Monetizing Volatility
Option-based income strategies generate income by selling uncertainty.
Municipal Income Strategies Beyond “Tax-Free Yield”
Municipal bonds are valuable income tools - and full of hidden risks.
Business Development Companies (BDCs) and Private Credit
Business Development Companies (BDCs) occupy a financing gap that creates income opportunities for you.
Closed-End Funds (CEFs): Structure, Income Mechanics, and Risk
CEFs can provide durable cash flow and tactical portfolio advantages.
Series: Advanced Income Tools: Designing Portfolio Cash Flow
The advanced income tools explored in this series exploit certain opportunities, solve different problems, accept different tradeoffs, and expose investors to different risks.
REITs as Income Engines
See REITs as income engines, rather than dividend vehicles.