Rising inflation and yield curve normalization are creating new market risks, making it unlikely for the Fed to cut interest rates soon. Duration-heavy asset classes like bonds and REITs will likely r...

Retiring on $1 million is increasingly challenging. Doing it with dividends can make it more feasible. I share two approaches to retiring on dividends with $1 million.

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.

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 initiated coverage on JEPQ over a year ago, recommending it for aggressive income investors due to its high yield and Nasdaq 100 upside. GPIQ, a newer fund, has outperformed JEPQ in total return sin...

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...

High-yield funds can be risky. In a perfect world, every ultra-generous dividend yield would be a direct result of strong businesses generating lots of excess cash profits.

The threat of higher inflation and interest rates for longer has sent the market into turmoil. However, high yield investors have nothing to fear from this development. We share a 7%-yielding portfoli...

The equilibrium level for maximized yield and minimized dividend cut has decreased over the past couple of quarters with many top picks experiencing notable yield compressions. The outlook for high-yi...

JEPQ delivers a 9% monthly yield, combined with lower volatility and long-term income growth, making it a core component of my high-yield portfolio for 2025. JEPQ harnesses Nasdaq's volatility through...

The JPMorgan Nasdaq Equity Premium ETF (JEPQ) and Nasdaq 100 Covered Call ETF (QYLD) funds offer some of the biggest yields in the United States. JEPQ yields 9.30%, while the QYLD yields 11.46%, much ...

I love generating passive income. I currently use that income to make more income-generating investments.

JEPQ is an option income ETF based on Nasdaq-100 like portfolio, offers one of the best income sources, with market beating total performance since its inception. The Invesco QQQ Trust ETF excels in g...

I issue a "strong sell" rating for JEPQ, despite its high-yield allure, due to significant underperformance and inefficiencies in its investment strategy. JPMorgan Nasdaq Equity Premium Income ETF's a...

The truth is, no one knows if a company has what it takes to reward its investors with a lifetime of passive income. But there are criteria you can use to determine the durability of a dividend-paying...

The JPMorgan Nasdaq Equity Premium Income ETF (JEPQ -0.51%) is one of the most exciting ways for retail investors to access a high-yield strategy that also provides exposure to some of the leading tec...

Retirement income investing at its core is about not touching the principal and enjoying high and durable dividends. While it sounds simple, it actually requires a careful and diligent security select...

We present a highly diversified yet simple portfolio of 10 positions, with 9 funds and one individual MLP stock. The portfolio has been designed for retirees and investors planning for retirement, wit...

Got $10,000? This Unique Nasdaq ETF Could Turn It Into About $1,000 of Income Each Year.

JEPQ is a highly popular ETF due to its strong performance since inception and attractive ~10% annualized yield with monthly payouts. However, I do not think that it makes sense to buy JEPQ in the vas...