Significant Wealth Partners bought 104,960 shares in GPIQ during the fourth quarter. The estimated transaction size was approximately $5.55 million based on quarter-end prices. The transaction ...

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The flooring approach is a retirement strategy that uses guaranteed income sources, like Social Security, pensions, or annuities, to cover essential expenses. This creates a stable “floor” of income ...

Berkshire Hathaway's purchase of UnitedHealth signals a potential bottom and renewed interest in the struggling healthcare sector. abrdn Healthcare Investors offers a 12.4% yield and trades at a -9.36 ...

Amplify CWP Growth & Income ETF earns a Buy rating for its 20%+ total return and 9% yield, anchored by technology sector strength. QDVO's active covered call strategy and heavy AI/tech focus drive ...

Income-oriented investors are seeking better payouts these days---and for good reason. The cost of living has skyrocketed since the pandemic. What’s more, due to the seemingly relentless rise of the ...

A $2M portfolio at 60 can generate $5,000 to $7,000 monthly with conservative 3-4% yields from bonds and blue chip dividends. Balanced strategies targeting 4-5% yields produce $7,000 to $9,000 monthly ...

Christine Benz, Morningstar’s director of personal finance and retirement planning, recommends the hybrid approach. “The idea here is that you’re kind of splitting the difference between the two ...

At 60 years old with $2 million saved, you can safely say that you are in a good position that most people will never reach. At this point, the question in your mind should shift from whether you have ...