Podcast #78 with Jay Hatfield: The Tax-Smart Way to Boost Your Retirement Income
Understanding Preferred Equities: The Overlooked Asset Class In the world of investments, preferred equities often get overshadowed by their more popular cousins: common stocks and bonds. However, this hybrid asset class deserves more attention, especially for income-focused investors seeking tax advantages and relative stability. Unlike common stocks or traditional bonds,
Branden DuCharme, CMT
September 10, 2025