Many investors in 2025 need dependable passive income, and one outstanding way to get reliable regular dividends is to invest in exchange-traded funds (ETFs).

Markets are coming off back-to-back gains of more than 20% each on an annual basis. That's historically rare, and the chances of a hat trick in 2025 are slim to none.

The path to a comfortable retirement requires more than relying on government benefits. Social Security provides a foundation, but the average monthly payment of $1,976 falls short of what many Americ...

I explored retirement-focused investing, emphasizing the importance of income stability and growth. ETFs like SCHD and JEPI offer diverse approaches to these goals. Selecting the right retirement inve...

On this special New Year's episode of “ETF of the Week” podcast, VettaFi's Head of Research Todd Rosenbluth joined Chuck Jaffe of Money Life to talk about the year in review.

I remain bullish on U.S. stocks for 2025, driven by pro-business policies, AI advancements, and a favorable inflation and interest rate backdrop. Despite high valuations, I recommend the JEPI ETF for ...

The JPMorgan Equity Premium Income ETF (JEPI) had a fairly strong performance in 2024 as American equities delivered double-digit gains. The fund, which is the biggest actively managed ETF, rose to a ...

Expect 2025 to be more volatile than 2024, with the S&P 500 appearing overvalued based on its historically high PE ratio. Consider JPMorgan Equity Premium Income ETF for a more defensive, low-volatili...

Risk is the probability of a negative event in the future. An abstract concept that is not measurable; otherwise it would not be risk. Ascertaining value is the first step in controlling risk, that is...

Investors are closing the books on another eventful year — marked by record highs for the major stock market indices, record action in Treasury yields and record assets and flows into ETFs. 2024 was a...

Building passive income streams has become increasingly vital for investors seeking financial independence. The uncertain future of retirement benefits and persistent inflation concerns have highlight...

JEPI is a more defensive ETF vs SPY, due to underexposure in the high-beta tech sector and overexposure to equity-linked-notes, which do well in a weak to sideways market environment. The Fed's expect...

The JPMorgan Equity Premium Income ETF offers strong monthly income and a near 7% yield. A recent market pullback is creating the start of a buying opportunity. Diversified income sources and stabilit...

In this thesis, I evaluate JPMorgan Equity Premium Income ETF based on its objectives of income generation, capital appreciation, and lower volatility. While JEPI delivers high yields, I demonstrate t...

The JPMorgan Equity Premium Income ETF (JEPI) stock has had a strong performance this year as it jumped to a record high of $60.52. Its total return this year stood at 15%, underperforming the S&P 500...

JEPI offers an attractive yield from a diversified portfolio heavy on mega-cap tech stocks. However, it massively underperformed the S&P 500 this year. We share why the stars are aligning for it to ha...

Long-term investing has consistently proven effective, and is one of the core pillars of wealth generation that millions of Americans live by.

The JPMorgan Equity Premium Income ETF uses a covered call strategy which produces income for shareholders. This strategy has badly underperformed the broad equity market over the past two years. Give...

The U.S. stock market is highly valued, driven by Big Tech and AI investments, with speculative fervor reminiscent of the late 1990s. Some REITs, like W.P. Carey, face challenges due to poor capital a...

The US stock market has had its best 2-year period since 1998-1999, and many investors worry about an impending crash. The 60-40 failed in 2022's inflation spike bear market, suffering its worst retur...