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David Beren
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Everything by David.

2,104 articles

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Investing

Retirees Can Now Get 100 Percent Downside Protection in an ETF and Still Keep Stock Market Upside

Jul 27, 2026 Investing

The Covered Call Tax Trap: These 3 ETFs Pay Around 12 Percent and Legally Shield Most of It From the IRS

Jul 26, 2026 Personal Finance

Social Security Spousal Benefits Can Add Up to $10,000 a Year. Most Couples Never Claim Them Correctly

Jul 26, 2026 Investing

Why a 15% Yield on Blue Chip Stocks Worries Even Income Investors

Jul 26, 2026 Personal Finance

58% Are Confident About Retirement. 46% Have Never Calculated What They Actually Need.

Jul 26, 2026 Investing

Bitcoin’s 40% Decline Reveals Why BTCI’s 15% Yield May Not Last

Jul 26, 2026 Personal Finance

His First RMD Arrived in December, and It Pushed His Medicare Premium Up Two Brackets

Jul 26, 2026 Investing

The Covered Call Strategy Behind JEPI: Why Some Retirees Love It and Others Get Burned

Jul 26, 2026 Personal Finance

Medigap Has a One-Time, 6-Month Window at 65. Miss It and Insurers Can Say No Forever.

Jul 26, 2026 Investing

4 Monthly Dividend ETFs Paying 8 to 14 Percent for the Second Half of 2026

Jul 26, 2026 Personal Finance

Required Minimum Distributions Can Push Retirees Into a Higher Tax Bracket. Here’s How to Plan Ahead

Jul 26, 2026 Investing

SPYI’s 12% yield faces a hidden threat from falling volatility this summer

Jul 26, 2026 Investing

The Nuclear Trade Is Entering Phase 2 and These 3 ETFs Own Everything From Uranium Miners to Reactor Restarts

Jul 25, 2026 Investing

After Comparing Every Covered Call Nasdaq-100 ETF These 3 Pay Up to 14 Percent Without Capping Your AI Upside

Jul 25, 2026 Investing

IYRI’s 10.9% Yield Is Shrinking, But Price Gains Are Making Up the Difference

Jul 25, 2026 Investing

The 3 Dividend ETFs That Can Fund a 30-Year Retirement Without Ever Selling a Share

Jul 25, 2026 Personal Finance

A 72-Year-Old Couple With $900,000 in IRAs Converts Nothing. Their Kids Inherit the Tax Bill Instead.

Jul 25, 2026 Investing

The 3.4% Income Play That Beats the Dogs of the Dow Strategy

Jul 25, 2026 Personal Finance

The Widow’s Penalty: Same House, Same Savings, One Check Gone, and a Higher Tax Bracket

Jul 25, 2026 Personal Finance

Why Retirees With Pension Income Still Need a Dividend Portfolio

Jul 25, 2026