The Yield Mania: Why Investors Are All In On Income

On this episode of Talking Wealth, Michael Batnick is joined by Jeffrey Ptak, managing director at Morningstar, to dive into one of the biggest shifts in the advisory world: the surge in income-oriented products. From covered-call ETFs and bond ladders to private-credit funds and interval structures, advisors are increasingly building portfolios around steady cash flow rather than pure total return. They break down why this trend has accelerated, what problems these products are trying to solve, and where they actually fit in a client’s plan. If you want a clearer lens on how income products are being used today — and what advisors should be thinking about before adopting them — this episode has you covered. This episode is sponsored by RBC Clearing & Custody. To find out more visit https://www.rbcclearingandcustody.com/ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor