JPMorgan Nasdaq Equity Pr... (JEPQ)

The current environment is uniquely challenging, with uncertainty persisting and no clear catalyst for a recovery. Growth is richly priced, and, in my view, an unattractive space. This makes value and...

Traditionally, a large portion of equity returns has come from two factors - reinvested dividends and compounding. We present two income-focused approaches: a fund-based portfolio for hands-off invest...

High-yield funds are popular passive income machines. However, some are overrated whereas others are underrated by Mr. Market. I discuss one that I think is being overrated by investors and another th...

YieldMax has a broad catalog of ETFs predicated on artificially generating high yield dividends by the use of derivatives against volatile stocks, cryptocurrencies, and various portfolio collections b...

Key Points The NASDAQ-100 is a volatile index that offers considerable long term upside amidst its intraday turbulence. Use of financial derivatives for both risk mitigation and for potentially larger...

The JEPQ ETF provides good yield while de-risking through diversification. Meanwhile, the MSTY ETF's dividends are astounding but this fund is only appropriate for risk takers.

It is rare to find a fund that combines high yield, high growth, no leverage, and strong underlying quality. I share my favorite fund that checks all of these boxes. I also share how to position it in...

Active ETFs are grabbing investor attention, with 39% of 2025 ETF flows and 94% of 2025 fund launches now tied to active strategies.

Anyone planning to retire in 2, 5, or 10 years must develop a solid plan. Retiring isn’t inexpensive, and this is true no matter where you plan to call home. Whether it’s in Thailand or Main Street US...

On this week's episode of ETF Prime, VettaFi's Head of Research Todd Rosenbluth discusses the rise of active ETFs and anticipated ETF share class structure. Later, Fidelity's Eric Granat and Christine...