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Is JEPI Too New to Trust? | RSS.com Is JEPI Too New to Trust? — If JEPI had a decade of data, would you trust it more? Probably not much. Record your investing question at 303-747-4428. —— This Episode In Article Form Data as of 3/3/23 Note: The following is not a word-for-word transcript. For […]
Income ETFs: JEPI vs NUSI, QYLD, RYLD | RSS.com Income ETFs: JEPI vs NUSI, QYLD, RYLD — Each generates income using a covered-call strategy. They pay much more than traditional income funds, but are more volatile. If you’re running the right kind of plan, such volatility can be good. You have to know where the […]
In this video, I answer recently emailed subscriber questions about the war in Ukraine, its impact on the stock market, and managing our plans. In the show notes below the video on YouTube, you can click the times to jump straight to a section: (0:21) What would a third world war do to the stock […]
I wrote in last Sunday’s Kelly Letter about a closed-end fund called Cornerstone Strategic Value (CLM $11.50 -2% YTD). It’s one of many securities I’m auditioning to play a part in an Income Sig strategy for retirement. Please remember that this is a research phase. None of the funds I’ve referenced is a recommendation. I […]
On Monday, Maryalene LaPonsie asked in US News, “Can You Retire on $1 Million?” She quoted a New York City advisor, Brent Lipschultz at accounting and advisory firm EisnerAmper, saying $1M would last about 20 years. Drawing on data from the Bureau of Labor Statistics, which shows that people age 65 and older have annual […]
