Historically, income-based investment strategies may have largely been
exclusively used by retirees.

But now many investors earlier in their careers are considering income strategies as well.

Why?

Well, we believe there are several reasons.

Getting regular income from your portfolio can help with unexpected expenses, like replacing that pesky flat tire.

It can help supplement irregular income from gig economy work or entrepreneurship.

And for many, it may even just be a preference to see more tangible outcomes from their investments.

But whether you’re retired or still early in your career, we believe no portfolio should miss out on diversification.

Using a handful of ETFs can help blend income and growth opportunities from different sources and diversify the investing experience.

A few areas investors can look to include:

Stepping out of cash: Short duration government bond ETFs can help put excess cash in your bank account to work, while having limited interest rate and credit risk. Many investors can use these exposures to set money aside while seeking to keep up with inflation.

Balancing growth and income: Outcome oriented strategies utilize options to generate both income and maintain some growth potential, helping investors as they pursue growth in their assets while producing cash flow.

Seeking dividend income from stocks: Dividend strategies can help investors zero in on a basket of companies that focus on returning profits to shareholders, offering current income and growth potential, and seeking to maximize bond income by investing across a variety of potentially higher yielding segments of the bond market.

Active approaches can pursue higher yield with diversification.

We believe income today isn't a single solution. It's a whole portfolio approach. Building a portfolio that can generate
income from multiple sources or balance income with growth, which can help investors plan for their financial goals.