For taxpayers who are relying on their retirement plans on a month-to-month basis for living expenses, the expiration of the suspension won’t be an issue. For those who had extra cash on hand, however, it could provide something of a windfall this tax season.
Many large-cap strategies drift down the market-cap spectrum, leaving portfolios unintentionally underweight mega-caps such as Apple and Microsoft. The USMC ETF from Principal Asset Management aims to fill this gap with a rules-based approach that emphasizes financial strength, offering targeted quality exposure.
The PSC ETF from Principal Asset Management aims to address common portfolio blind spots through a rules-based strategy that provides scalable small-cap exposure while avoiding the capacity constraints and quality issues that plague traditional small-cap investing.