Generating tax-efficient high yields is a major priority for many retirees. This article draws on three defensive sectors to build a tax-friendly portfolio. I share some of my favorite retirement income picks to build an 8%-yielding portfolio that should grow its payout at or faster than the rate of inflation.
Every now and then the market offers up some fat pitches. Recently, the market has produced several opportunities that offer the rare combination of high yield and high growth, alongside having a strong balance sheet and significant competitive advantages. I share three of these highly compelling opportunities.
We have highlighted four top-performing ETFs from different sectors that have led the way in June.
QQQ has been the main focus of speculative fervor in AI stocks. However, sophisticated investors will focus on the Natural Gas pipeline companies. In any gold rush, picks and shovels plays are always the enduring winners.
High-yield stocks have underperformed in recent years. However, there has been meaningful good news recently that suggests that high-yield stocks may outperform moving forward. We discuss these reasons and also share some of our top picks of the moment.
Equity income strategies remain in high demand in an environment of heightened macro risks. Income investors seeking to enhance income portfolio diversification or increase potential yields shouldn't overlook midstream.
On this week's episode of ETF Prime, host Nate Geraci spoke with Stacey Morris, CFA, head of Energy Research at VettaFi. Morris and Geraci discussed the energy sector's performance and how artificial intelligence may affect it.
Midstream investing has had a strong showing so far in 2024. And investors are now wondering how the rest of the year will fare.
The buzz around artificial intelligence continues unabated heading into the second half of 2024. A potentially overlooked area of opportunity to harness the impact and increased adoption of AI lies within midstream.
Alerian MLP ETF focuses on energy infrastructure MLPs, offering high yields attractive to income investors. AMLP avoids K1 tax forms, issuing 1099-DIV forms instead, making tax filings simpler for investors. Potential for upside in AMLP due to Federal Reserve rate cuts, M&A activity, and high dividend yield.
Oil fell to four-month lows last week, a reminder that energy investing comes with risk, not just reward. “OPEC+ production cuts were extended as expected, but incremental voluntary cuts from select countries are set to start unwinding in October,” explained Stacey Morris, head of energy research at VettaFi.
The energy sector has been one of the more solid nontechnology performers this year. The group often languishes in the summer months.