This article looks at the UTF Closed End Fund and explains why it is a better fund to buy today than SCHD and JEPI.

The investor, who is nearly 40 years old, shared on Reddit that he began his journey at 20 but only started taking investing ...

Two funds hold a much smaller pool of stocks than the S&P 500. See why moderate and conservative investors should consider ...

Dividend stock investing has proved itself a superior strategy for creating sustainable wealth over the long term. Studies ...

With Liberation Day tariffs troubling the global markets and the potential for things to escalate in the coming weeks and ...

JEPI proved that the embedded downside protection, relative to S&P 500, is real. Read why JEPI ETF is an attractive choice ...

It offers a 7.4% yield, making it attractive for retirees or anyone wanting monthly payouts without the volatility of stocks. However, risks could impact the sustainability of JEPI’s dividend. Market ...

This article explains how the JEPI ETF has been put to the ultimate test and whether it is beating the VOO and SPY funds.

Just a 1% rate cut could shave 10% to 15% off call income, according to options theory, denting JEPI’s yield from 7.4% to maybe 6.3%. Plus, rate hikes can tank stock prices. JEPI’s portfolio ...

US stocks were tested in the first quarter as the fear and greed index plunged to the extreme fear zone of 18. The tech-heavy Nasdaq 100 index crashed into a correction, falling by over 13% from its ...

Firstly, investors need to understand how JEPI and JEPQ work. JEPI invests in the top S&P 500 stocks which have low risk and steady returns while JEPQ invests in Nasdaq 100 stocks with low volatility.

JEPI’s 0.35% expense ratio is competitive for an active ETF. It’s not a direct cash grab and for a $10,000 stake yielding 7.4% (or $740), that means just $26 less, or 7.1% net.