4:00pm ET
ETF
Why JEPQ’s 10.7% Yield Looked Irresistible Until Nvidia Rallied
JEPQ's monthly paycheck looks generous until a single Nvidia session reveals exactly what income investors are trading away to collect it.
JEPQ Coverage Page 4
6:05pm ET
ETF
How a 66-Year-Old’s $600,000 in QQQI Pays Her Monthly With Almost No Tax Bill, Until the Day She Sells
Her 1099-DIV looks suspiciously light every year, and she tells friends the income is basically tax-free. She is right about the present and wrong about what is quietly building inside her cost…
5:35pm ET
ETF
Still Living by the 4% Rule Written in 1994? These 4 ETFs Are the 2026 Version
Bill Bengen wrote the 4% rule when bond yields were twice what they are today and retirees planned for 30-year retirements, not 40-year ones. Four specialized ETFs now exist that the 1994…
6:15pm ET
ETF
How $400,000 in JEPQ Pushed a Retiree’s Medicare Premium Up $1,000 a Year
A retiree collecting monthly distributions from a popular Nasdaq income ETF watched a Medicare surcharge quietly appear on their premium bill, and the fund's fact sheet never warned them it was coming.
5:25pm ET
Investing
Forget JEPQ: BlackRock’s Version Is Up 19% This Year While JEPQ Is Up 10%
A newer BlackRock ETF is quietly outpacing the most popular Nasdaq income fund of the past four years, at the exact same fee, and most investors holding the original have no idea…
2:38pm ET
Personal Finance
This $1.75 Million Portfolio Pays $10,200 a Month From Three Income Buckets
Chasing a 7% blended yield across a $1.75 million portfolio sounds straightforward until you realize that loading up on the highest payers quietly destroys the very income stream you built. Three buckets…
2:31pm ET
Investing
A Simple Nasdaq ETF Swap That Shields Your Income From the IRS
JEPQ's impressive yield comes with a hidden cost that quietly erodes your returns every tax season. A lesser-known Nasdaq income ETF sidesteps that problem entirely through a structural advantage most investors overlook.
7:01am ET
Investing
4 High-Yield Dividend ETFs Built for a Roth IRA
Covered-call ETFs paying 8% or more sound like a windfall until you see how much of that yield vanishes before it reaches your pocket. Where you hold these four funds matters far…
5:55pm ET
ETF
Married Couples Lose $405.80 a Month to Medicare Before Social Security Even Hits the Bank. These 3 ETFs Cover Both Premiums
Before Social Security ever deposits a cent, Medicare hands retired couples a bill they have to cover on their own, and missing it is not an option. Three ETFs can generate that…
5:15pm ET
ETF
QQQI’s 14% Yield Hides a Negative SEC Yield: The Fund Earns Nothing Before It Sells Options
QQQI sends a monthly check like clockwork, but the stocks it holds barely yield anything before fees, which raises a question every investor chasing that 14% headline should sit with: where exactly…
11:03am ET
Personal Finance
Dividends vs. an Annuity: Which Turns $840,000 Into More Monthly Income for Life?
A nest egg of $840,000 sits right at the crossroads where dividends and annuities each look surprisingly compelling, and where the wrong choice quietly costs you tens of thousands of dollars over…
5:55pm ET
ETF
You Retired With Two Car Payments and No Paycheck. These 3 ETFs Cover Both Every Month
Two car payments survive the transition into retirement just fine, but they arrive every 30 days without mercy, and a portfolio built for quarterly checks will crack under that pressure. Three ETFs…
5:45pm ET
ETF
Which Account Do You Empty First in Retirement? Get It Wrong and It Costs You Years. These 4 ETFs Make It Simpler
The order you tap your retirement accounts matters as much as how much you saved, and the conventional wisdom about which to drain first can quietly shave years off your portfolio if…
5:02pm ET
Personal Finance
How to Build $8,200 a Month in Dividend Income (And the Tax Bill Almost Nobody Plans For)
Generating nearly six figures a year from dividends sounds straightforward until the tax bill arrives, and most investors targeting the highest yields end up keeping far less than the investors who chose…
9:57am ET
Personal Finance
How to Build $11,800 a Month in Dividend Income Without Selling a Single Share
Collecting over $141,000 a year in dividends without selling a single share sounds like a fantasy until you realize the yield you chase determines whether your income grows, stagnates, or quietly cannibalizes…