Investors’ aversion to paying taxes is as strong as ever, and asset managers are expanding their toolkits to provide more solutions in separately managed accounts. SMAs have one big advantage over tax ...

It doesn’t matter how much users love your product; every founder knows that if you run dry on funds, you’re done. In today’s tightened funding environment, this is happening more and more often.

QQQI's dynamic options strategy and occasional call spreads enable it to outperform other NASDAQ 100 buy-write funds, yielding 15.16% without sacrificing total returns. QQQI's tax advantages include ...

Founder, Head of SPM Innovation and AI at Projectum, a global technology leader modernizing how companies connect strategies to execution. The transition from traditional project portfolio management ...

I am downgrading the Global X NASDAQ 100 Covered Call ETF from 'Sell' to 'Strong Sell' due to its chronic underperformance vs. newer, more sophisticated covered-call ETFs like QQQI. QYLD's rigid ...