This week on Plus episode 551, we answer a member's questions about the Money for the Rest of Us Plus Income portfolio. We review the current status of U.S. high-yield bonds and look at more compelling options. We analyze the new FINQ AI ETF family. Finally, David provides an update on Eagle Point Income Corporation (EIC) following their recent earnings call. … [Read more...]
257 Plus: June 2019 Mid Month Update, Fixed Income Options and What Is Attractive?
In Plus episode 257 for the week of June 22, 2019, we analyze the latest economic releases and review the recent Federal Reserve meeting. We also profile two members who are considering options for investing in fixed income and income strategy options. Finally, we consider what does it mean for an investment to be attractive. … [Read more...]
156 Plus: Early Retirement, Income Portfolios and Taxes
This week May 6, 2017 on Money For the Rest of Us Plus we profile a member who is contemplating early retirement and discuss whether he has enough assets. We discuss the use of income portfolios in retirement Finally, we develop a rule of thumb for whether an investor should sell an investment and take the tax hit versus continuing to hold the investment to defer taxes. … [Read more...]
