The Hidden Tradeoffs Between Dividend Income and Total Return

Dividend investing and total return investing are often presented as competing philosophies, each with its own set of loyal ...

Could Investing $2,000 in the Schwab U.S. Dividend Equity ETF Make You a Millionaire?

This fund has been a big moneymaker since its inception.
InvestmentNews

Now is the time for a total return strategy, says Morgan Stanley strategist

Now is the time for a total return strategy, says Morgan Stanley strategist Vishal Khanduja, managing director at Morgan Stanley Investment Management, sits down with InvestmentNews anchor Gregg ...

Annualized Total Return Formula and Calculation

Annualized total return gives the yearly return of a fund calculated to demonstrate the rate of return necessary to achieve a ...

3 Things Investors Need to Know About the YieldMax MSTR Option Income Strategy ETF in 2026

If you dig into the backstory, ultra-high yield YieldMax MSTR Option Income Strategy ETF probably won't be as attractive as ...
Morningstar

Which Should Come First When Investing for Retirement: Total Return or Income Generation?

The standard recommendation for investing for retirement is a straightforward one: Invest 10% (or more!) of your annual income, preferably via a tax-deferred account such as a 401(k) plan with an ...