Income & Savings
Steady high income & enhanced cash savings
We prioritize helping you achieve steady high income and enhance your cash savings. Our dedication to research and portfolio management enables us to offer unique solutions and resources for generating consistent income:
- Best fixed income bond fund based income portfolios: our bond mutual fund and ETF based portfolios have consistently outperformed even the best bond funds over the past decade, providing a reliable anchor for steady income.
- Information on how to bank on your own: regularly updated resources on utilizing broker CDs, Treasury and government agency bills, and short-term bonds to maximize your savings.
- Income and savings tips: valuable tips and articles on generating income and savings through diverse investments and side hustles, such as real estate investments, online lending, and various businesses.
No matter if you’re a retiree seeking financial stability, someone in search of additional income, or simply concerned about optimizing your savings and banking practices, our platform is an invaluable resource that you can count on.
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High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...
Model portfolios for income investors
- Model portfolios for major brokerages
- Based on excellent total return bond mutual fund
- Based on total return bond ETFs
- Outperformed even best bond mutual funds for past decade
Better Savings & Higher Short Term Interests
- Enhanced ‘money market’ like ETF portfolios
- Knowledge on how to get much better yields from broker CDs and Treasury bills
- Better banking tips
Featured Income & Savings Articles
S&P Good Sectors Review
We examine the latest business metrics for the four favorable S&P 500 sectors and discuss the latest performance of the portfolios using these sector ETFs as candidate funds.
The State of The Economy, Market Trends, Valuation, And Internals
We review the state of the economy, market trends, valuation and internals.
Retirement Savings: How Much Should You Save For A Comfortable Retirement Life?
High yield bonds, managed correctly, can be a valuable addition to boost fixed income returns.
High Yield Bonds Are Good Alternatives For Aggressive Fixed Income Investors
High yield bonds, managed correctly, can be a valuable addition to boost fixed income returns.
January 18, 2022: Steady And Consistency Win In The Long Term
Sticking to a good investing strategy for a long period of time (20 years or longer) is the only way to reap benefits from the strategy
January 3, 2022: The Year In Rear View: Portfolio And Asset Class Review
We review our main portfolios in 2021..
December 13, 2021: Present And Future
We review asset trends and discuss future returns.
November 22, 2021: The ‘Best’ Balanced Fund Revisited
The T.Rowe Price Capital Allocation fund is again performing. However, we show that there are several ways to construct a portfolio to outperform it, both in terms of returns and risk .
November 15, 2021: Q&A On MyPlanIQ Strategies And Portfolios
This newsletter clarifies several FAQs on our model portfolios and strategies. .
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