This Model Portfolio identifies 25 recommended securities to build monthly income. The portfolio covers various sectors including business development companies, real estate, bonds, infrastructure, ...
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Susan Dziubinski: What’s the allure of model portfolios for financial advisors? Jason Kephart: Model portfolios are a useful option for advisors who’d rather spend less time thinking about stocks and ...
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This 8% yield ETF could be a 2026 income machine
Income-focused investors are heading into 2026 with a rare combination of high yields and improving fundamentals in parts of ...
The $66B ETF manager has grown its total suite of ETFs to 25 in the U.S., with registered investment advisors comprising a fifth of its overall ETF business The launch of the three new strategies ...
Susan Dziubinski: You and your colleagues surveyed 30 asset managers about what they plan to add to their model portfolios in the next few years. What was the most popular response? Jason Kephart: ...
White-label ETF platform, Exchange Traded Concepts, has introduced a new fund in conjunction with CORE16 — the CORE16 Best of Breed Premier Index ETF (NYSE:BOBP). BOBP seeks to capture systematically ...
The new collaboration adds to the $184 billion landscape of personalized, tax-efficient ETF and mutual fund portfolios at scale.
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The lack of technology is reflected in SCHD’s subpar returns. For the five years to Dec. 31, SCHD posted an annualized total ...
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An ETF Portfolio for Retirement Income refers to a diversified collection of exchange-traded funds (ETFs) curated to generate steady income during retirement. ETFs, essentially investment funds traded ...
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