The value-over-growth rotation that strategists had been calling for since the start of the year is finally showing up in fund returns. Through mid-May, large-cap value indexes are running ahead of several…
Income investors who bought the iShares Preferred and Income Securities ETF (NASDAQ:PFF) for its distribution yield near 6.5% are sitting on a structural feature most never modeled: roughly 60% to 70% of…
A retiree holding $200,000 of Vanguard High Dividend Yield ETF (NYSEARCA:VYM) collects roughly $4,800 in annual income at the fund's current distribution yield, with no rebalancing required and no concentration risk to…
The Virtus InfraCap U.S. Preferred Stock ETF (NYSEARCA:PFFA) sits at $21.62 heading into the back half of 2026, paying a 9.5% yield that has drawn income investors looking for something between bond…
A new concentration risk is building inside the corporate bond market, and it mirrors what investors are already experiencing with the Magnificent Seven in the S&P 500 index. According to a recent…
Thomas Richmond A 58-year-old engineer in Palo Alto, married filing jointly, earns $750,000 a year, has already stuffed $4 million into 401(k)s and IRAs, and parks another $1.2 million in a brokerage account that…
JPMorgan Chase (NYSE:JPM | JPM Price Prediction) raised its price target on Iren (NASDAQ:IREN) stock to $46 from $39 while keeping an Underweight rating. The unusual combination, a price target raise paired…
Jamie Dimon has given no indication he plans to leave imminently, but after more than twenty years atop JPMorgan Chase (NYSE: JPM | JPM Price Prediction), the question is fair. He has…
Trey Thoelcke The Number Alphabet (NASDAQ:GOOG | GOOG Price Prediction) reported Q1 FY2026 net income of $62.58 billion on April 29, 2026 via 8-K filing. That works out to roughly $1 million in profit…
A Charles Schwab Modern Wealth Survey 2025 finding that 57% of Americans agree modern investment portfolios are more sophisticated and require more professional guidance sits at the center of a broader shift…
The Gabelli Dividend & Income Trust (NYSE:GDV) has pushed to an all-time high of roughly $29, with shares changing hands at about $29 and annual distributions stepped up to $1.80 per share.…
American Express‘s (NYSE:AXP | AXP Price Prediction) Q1 2026 earnings beat drew a split verdict from Wall Street. Bank of America reiterated its Buy rating and raised its price target to $387…
At 63, with $900,000 in a brokerage account split across tech (45%), healthcare (30%), and financials (25%), you have built something real. The five holdings — Apple (NASDAQ:AAPL | AAPL Price Prediction),…
Gabelli Dividend & Income Trust (NYSE:GDV) trades at roughly $29 and pays a $0.15 monthly distribution, which annualizes to about 6.2% on the share price. For income investors comparing that against a…
Dividend growth investing rewards patience like few other strategies. The income stream compounds year after year, and the companies behind those dividends tend to be high-quality and structurally durable. With the Fed…
