Private credit has gone from a niche corner of finance to a $1.5 trillion-plus asset class that now extends more middle-market loans than the regional banking system. Direct lenders stepped in as…
A 54-year-old chemical engineer with $1.6 million in savings is considering retirement today and needs his portfolio to carry him for the next 13 years until Social Security begins at age 67.…
The U.S. Census Bureau’s American Community Survey places median household income in the Atlanta metropolitan area at roughly $83,000 per year. That figure represents a working household earning regular paychecks rather than…
A 67-year-old retiree with $325,000 in investable assets and $2,400 per month in Social Security income occupies a challenging middle ground. Social Security may be sufficient to cover essential expenses, but achieving…
The Invesco KBW High Dividend Yield Financial ETF (NASDAQ:KBWD) advertises a distribution yield near 12%, roughly four times what a mainstream dividend ETF pays. The cash arrives monthly and the fund has…
Income-focused investors comparing high-yield options to mainstream dividend funds encounter a familiar gap. VanEck BDC Income ETF (NYSEARCA:BIZD) pays a distribution yield near 13%, which would generate roughly $26,000 a year on…
Gladstone Investment (NASDAQ:GAIN) is the income-focused business development company that pays shareholders a $0.08 monthly distribution plus periodic supplemental payouts tied to portfolio exits. Income investors lean on GAIN for that monthly…
Private credit assets aren’t traded on an open market, so valuations are often based on internal models rather than real-time price discovery. That leads to what looks like smooth, stable returns. But…
Tony Dong The core promise of VanEck BDC Income ETF (NYSEARCA:BIZD) is simple: own a basket of Business Development Companies so that no single BDC’s bad quarter can wreck your income stream. That diversification…
Public BDCs are now trading at a roughly 21% discount to net asset value, and VanEck BDC Income ETF (NYSEARCA:BIZD) has shed about 8% year to date even as it raised its…
With the 10-year Treasury yielding around 4.3% and the Fed funds rate at 3.75% after three cuts over the past year, income investors face a tension: Treasuries offer reasonable rates, but meaningful…
VanEck BDC Income ETF (NYSEARCA:BIZD) has quietly built a following among income investors drawn to its 9.3% dividend yield and its most recent quarterly distribution of nearly $0.48, the highest in the…
Covered calls can be hit or miss. Personally, I tend to prefer actively managed strategies that write calls on individual holdings. That approach can leave more upside on the table, take advantage…
Most retirees who are building an income portfolio are likely to start in the same place as they read some good things about the Schwab US Dividend Equity ETF (NYSE:SCHD) or Vanguard’s…
With the 10-year Treasury sitting at 4.13% and the Fed funds rate at 3.75%, cash and short-term bonds are no longer the obvious parking spot for income-seeking investors. Four ETFs currently yielding…
