There isn’t a way to make K-1s shorter or less complex. But advisors and clients can cut down on their workload by “bringing organization to the chaos of chasing down K-1s”, says Arch co-founder Ryan Eisenman.
Investors tend to appreciate private credit for delivering current income and lower volatility. In a world of higher interest rates, it also gives them the opportunity to achieve higher yields.
The ETF is an attempt to ride the wave of the so-called Magnificent 7 tech stocks in a covered call ETF, which offers investors some tax benefits, but limits flexibility and upside, according to industry pros.
Historically, infrastructure had been prized for its “safety and stability.” Some asset managers claim now might be a good moment to get more exciting returns.