Picking, choosing or selecting a trustee is a pain in the neck. You have to think about who, when and what. Not for today or next week but way into the future. Ugh! What does a trustee do again? Asking a few right questions can make or break the trustee decision. Read more.
In light of a weakening U.S. dollar, BlackRock is encouraging advisors and investors to rethink asset allocations.
As advisors seek tax-efficient income solutions amid shifting rate environments, the Principal Spectrum Tax-Advantaged Dividend Active ETF (PQDI) emerges as a compelling option. This actively managed fund focuses on qualified dividend income across preferred securities, institutional bonds, and European contingent convertibles, potentially offering investors half the tax burden of traditional bond income while maintaining investment-grade credit quality and accessing complex securities typically reserved for institutions.