On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Brandon Clark from Federated Hermes to discuss: generating income in your portfolio, using options inside of ETFs for higher income potential, the impact of taxes on fixed income products and much more.
Find complete show notes on our blogs...
Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
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Federated Hermes Disclosure:
Before investing, carefully consider the fund's
investment objectives, risks, charges, and expenses. Read this and more
information in the Prospectus or Summary Prospectus at FederatedHermes.com.
Federated Securities Corp. is the distributor of the
Federated Hermes funds.
Investments are subject to risk and may lose value.
Views are for informational purposes only and do not
constitute tax or investment advice.
Federated Hermes Enhanced Income Fund (PAYR) seeks to
distribute current monthly income. Distributions may vary widely and may not be paid every month.
ETF shares are bought and sold on an exchange at market
price (not NAV) and are not individually redeemed from the fund. However, shares may be redeemed at NAV directly by certain authorized broker-dealers (Authorized Participants) in very large creation/redemption units. Shares may trade at a premium or discount to their NAV in the secondary market. Brokerage commissions will reduce returns. Market price returns are based on the official closing price of an ETF share or, if the official closing price isn’t available, the midpoint between the national best bid and national best offer (“NBBO”) as of the time the ETF calculates the current NAV per share. NAVs are calculated using prices as of the end of regular trading on the New York Stock
Exchange (normally 4:00pm Eastern Time). Recent information, including
information about the fund’s NAV, market price, premiums and discounts, and bid-ask spreads, is included on the fund’s website at FederatedHermes.com/us.
A rise in interest rates can cause a decline in bond prices.
There are no guarantees that dividend-paying stocks will continue to pay dividends and they may not have the same capital appreciation potential as other stocks.
A return of capital distribution will reduce the shareholder’s cost basis and result in a higher capital gain or lower capital loss when fund shares are sold.
Investing in options involves risks different from, or possibly greater than investing in traditional investments.
Stocks may decline in value because of an increase in interest rates or changes in the market.
The yield curve compares yields according to maturity. Treasury yields are quoted for illustrative purposes only.
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