Monetize or Cannibalize your portfolio
Explore Fly High’s income-first approach and its comparison with funding retirement through planned asset sales.
The income investor’s library
Insights
Understand dividend income, evaluate risk, and make informed portfolio decisions.
Portfolio purpose
Follow this suggested reading order.
6 articles
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Wash Dumb Money Down Wall Street’s Drain
Use a business-owner analogy to examine cash distributions, retained earnings, fees, and investment incentives.
Fly High Investing vs. Wall Street
Compare investment-product incentives, costs, and objectives with Fly High’s income-first framework.
The Hidden Cost of Covered-Call ETFs
Examine the article’s comparison of covered-call and dividend funds when distributions are spent rather than reinvested.
Tax implications of dividends from Regulated Investment Companies (RICs)
Explore dividend tax character and the account-location questions raised by income-focused investments.
The Dividend Dilemma – Qualified vs Unqualified Dividends and Their Role in Different Accounts
Explore dividend tax classifications and the tradeoffs discussed for taxable and retirement accounts.