Madeline Garfinkle

Contributor

Principal Spectrum Preferreds with a Tax Twist: Inside the Active Strategy Powering PQDI

The search for tax-aware income strategies continues to intensify as advisors reevaluate traditional fixed-income tools in light of persistent rate changes, credit pressures, and growing client demand for more efficient yield solutions.

Principal Spectrum PREF ETF: Qualified Dividend Income Meets Investment-Grade Credit Quality

While most fixed-income strategies face the prospect of declining yields as the Federal Reserve cuts rates, consider an ETF that demonstrates the potential for rising income over time.

MFS Active ETFs: Simplifying the Complex

MFS debuts its suite of active ETFs after a century in asset management, emphasizing strategy consistency across all product wrappers.

From Gold ETF Strategies to Digital Assets: WisdomTree’s Formula for Advisor-Focused Growth

WisdomTree’s Joe Grogan explains how patient innovation, advisor collaboration, and tokenization are shaping the firm’s $85B ETF platform.

Pacer Reimagines Equity Income: How QDPL and QSIX Dividend Multiplier ETFs Capture Abandoned Returns

Pacer’s QDPL and QSIX: dividend futures to reclaim yield abandoned by traditional derivatives, seeking higher income without fully sacrificing growth.