• Ralph Lauren Tax Yields Investing

$997.000 value
$215.00 (15% off)VIPapplied$997.000

Recent GDP data reinforces bullish sentiment for dividend growth ETFs as part of tax yields investing models. Funds focused on consistent payout growth have seen inflows of $1.1B in Q2, signaling investor appetite for stable income streams. Next, high-income earners should plan to contribute to retirement accounts with a goal of setting aside 10% to 15% of their paycheck for a retirement fund. The influencer also advised taking full advantage of any employer match options, such as a “mega backdoor contribution,” which allows employees to contribute beyond the normal limits of $23,500. Investments in fixed income securities are subject to the risks associated with debt securities generally, including credit, liquidity, interest rate, prepayment and extension risk. Bond prices fluctuate inversely to changes in interest rates. Therefore, a general rise in interest rates can result in the decline in the bond’s price.  The value of securities with variable and floating interest rates are generally less sensitive to interest rate changes than securities with fixed interest rates. Variable and floating rate securities may decline in value if interest rates do not move as expected. Conversely, variable and floating rate securities will not generally rise in value if market interest rates decline. Credit risk is the risk that an issuer will default on payments of interest and principal. Credit risk is higher when investing in high yield bonds, also known as junk bonds. Prepayment risk is the risk that the issuer of a security may pay off principal more quickly than originally anticipated. Extension risk is the risk that the issuer of a security may pay off principal more slowly than originally anticipated. All fixed income investments may be worth less than their original cost upon redemption or maturity. Cross-asset correlation analysis shows tax yields investing in hybrid securities, such as convertible bonds, outperforming pure equity in volatile cycles. Convertible bond yields currently average 3.9%, offering tax-sensitive upside potential.

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