BondBloxx IR+M Tax Aware Short Duration ETF

TAXX

Market cap $297M

The stock market has been ugly (particularly growth stocks), and it could get much worse. Thankfully, however, there is another way. Income investing focuses on big, steady dividend and interest payments, thereby allowing investors to worry far less about price volatility (as long as those big income payments keep coming in). This report shares 5 big safe yield strategies (including a variety of top income ideas), and then concludes with an important takeaway about succeeding in this market.

With the Federal Reserve signaling it could cut rates as soon as September, investors may want to start adjusting their fixed income strategies now.

Money markets, mortgages & active management: New nuances of the bond market.

Savvy investors can think outside the box to lock in returns that many in the market may be missing. One way to stand out would be to utilize after-tax income.

While many bond options struggled in April, short-term municipal bonds (munis) emerged relatively unscathed. BondBloxx analysis found that short-term munis saw total return drop by 0.1% in April.

Investors are continuing to use fixed income to provide good portfolio results. BondBloxx analysis reported that most fixed income sectors saw positive returns in March.

BondBloxx aims to maximize after-tax returns with its new ETF, the IR+M Tax-Aware Short Duration ETF (TAXX).

Bonds 2.0: new strategies for taxes, floating rates and more.