Options-Based ETFs: How Advisors Are Unlocking Tax-Efficient Yield
Income remains top of mind for financial advisors. But increasingly, it’s not just about generating more yield. Advisors are also looking for ways to manage taxes, reduce portfolio volatility, and preserve long-term growth. Those priorities were front and center during a recent VettaFi webcast, “The Evolution of Income Investing: What Advisors Need to Know”, where Garrett Paolella, co-founder, managing partner & portfolio manager at NEOS Investments and Wes Matthews, executive director investment specialist at NEOS discussed a new generation of options-based ETFs.
Source: https://etfdb.com/monthly-income-content-hub/unlocking-tax-efficient-yield-with-options-based-etfs/
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