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Monthly Covered Call Commentary: March 2025
Our covered call funds seek to offer alternate sources of income, with different risk/return characteristics. Here, we discuss recent developments. By Robert J. Scrudato
Qualified Dividend Income: Edging Out Bond Interest When it Comes to Taxes
Dividend-paying equities and preferred stocks can help mitigate portfolio volatility and their distributions may receive favorable tax treatment versus bonds. By Kenny Zhu
Covered Call ETFs and Taxes: What You Need to Know
ETFs are known for their tax efficiency, but those benefits can be even more pronounced when dealing with covered call funds. By Robert J. Scrudato
Monthly Covered Call Commentary
Our covered call funds seek to offer alternate sources of income, with different risk/return characteristics. Here, we discuss January’s developments. By Robert J. Scrudato