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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]