Latest Articles
When Tax-Loss Harvesting Bonds, Don’t Overlook BNDI
’Tis the season for tax-loss harvesting, and this year presents several opportunities in...
Get Additional Income & Core Bonds With BNDI
SPYI Continues Drawing Investors
Consider CSHI for the Short End of Your Bond Barbell
More Tax Efficient Income Channel Articles
Investors Buying Back Into Bonds Shouldn’t Overlook BNDI
2023-11-16Hopes of a conclusion to Federal Reserve interest rate hikes sent bond prices soaring this week....
As Equities Rally on Cooler CPI Report, Think About SPYI
2023-11-14Equities rallied Tuesday on news of October’s lower-than-expected inflation report. Investors are...
Worried About U.S. Consumer Resilience? Consider CSHI
2023-11-10The U.S. consumer continues to surprise as strong summer spending carries on well into the fall....
Flows Pick Up Pace Into SPYI as Investors Look to 2024
2023-11-07Major equity indexes rallied in the opening weeks of November as bond yields fell. Despite the...
Chart of the Week: Alternative Income ETF Comfort
2023-11-02Alternative income ETF strategies are hot, and many asset managers are bringing their expertise...
Income Opportunity in Bonds and Beyond
2023-10-27It’s been a great year for alternative income strategies as inflation, interest rate, and...
Making Income Count in Challenging Markets With NEOS
2023-10-24Analysts and economists currently forecast for increased economic slowing heading into next year....
Haunted by the Ghost of Market Volatility? Consider CSHI
2023-10-19Investor uncertainty regarding the path of Federal Reserve rate hikes in the last two years has...
SPYI Flies Above Equity Income Peers Amidst Market Turbulence
2023-10-18Earnings season is underway, with many companies beating expectations. Despite the wins, market...
Investors Seek Refuge in Cash Alternatives as Inflation Continues
2023-10-12September’s headline CPI print came out slightly higher than market expectations as inflation...
Bull vs Bear: Using Options-Based ETFs for Income
2023-10-11Bull vs. Bear is a weekly feature where the VettaFi writers’ room takes opposite sides for a...
Increase Tax-Efficient Income Across Core Exposures With NEOS
2023-10-06Advisors and investors face a number of challenges in an environment of rising rates and...
Options-Linked ETFs Flourishing in 2023
2023-10-04Following last year’s calamity in the bond market, it’s not surprising that advisors and...
SPYI Outperforms SPY in Challenging 3rd Quarter
2023-09-29After a relatively strong first half, equity performance turned volatile in the third quarter....
When Equities Slide, Check Out This Cash Alternative ETF
2023-09-26Investor worries of more Fed tightening and waning consumer confidence sent markets tumbling...
Check Out BNDI for Bond Exposures in a High Rate Environment
2023-09-22The Fed may have held rates at this month’s FOMC meeting but indicated the potential for one more...
Investors Are Still Buying Into This Cash Alternative ETF
2023-09-20Markets are on the move ahead of the Fed decision later today as investors await potential...
Investors Progressively Optimize Their Equity Income With SPYI
2023-09-18Markets largely paused Monday awaiting the outcome of the Federal Reserve meeting Wednesday after...
Get Active Exposure as Corporate Confidence Returns in Bonds
2023-09-15Confidence is returning to the bond markets and one sign is corporations’ willingness to...
CSHI: A Better Way to Store Cash
2023-09-12With 10-year Treasury yields hovering around 4.25%, cash instruments, including certificates of...
Buying Back Into Bonds? BNDI Offers Better Returns
2023-09-05Rising rates have taken their toll on bond prices this year, pushing yields ever higher. As the...
