Make Annuities Work for You!
Cut through annuity complexity. Learn what annuities actually are, how annuity products work, and whether one belongs in your income portfolio.
intermediate
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.
Market Cycles and Long-Term Wealth Building
How do dividends behave through recessions, recoveries, and rate cycles? A guide to managing income production using dividend-paying securities.
Dispelling the Illusion of Dividend Capture Strategies
Dividend capture sounds logical — buy before ex-date, collect the dividend, sell after. Here's why dividend capture strategies fail in practice.
Municipal Income Strategies Beyond “Tax-Free Yield”
Municipal bonds offer tax-free income that can outperform taxable alternatives. Learn muni structures, credit risk, and how to evaluate yield.
Welcome to DividendIdeas
Welcome to DividendIdeas - independent education and research for income investors. Great topics for beginners and experienced investors.
Healthy Dividends, Healthy Portfolio: The DYHI
The DYHI (Dividend Yield Health Index) scores income securities on stability, rates, leverage, and liquidity. Learn how we build portfolios with it.
REITs as Income Engines
REITs must distribute taxable income, making them natural income engines. Learn how REIT sectors generate cash flow and how to evaluate them.
Taxes and Dividends: A Comprehensive Guide for Income Investors
Two identical dividend portfolios can produce vastly different after-tax results based on placement and strategy. Over decades, the income gap matters!
Constructing Your Dividend Portfolio
Building a dividend portfolio in three steps: screening the universe, evaluating candidates, and assembling what you need.