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🎓 Earn CE Credit: Income Investing in a High-Rate World

What We’ll Cover

Traditional income ideas — dividends, ladders, and barbell approaches
The direction of interest rates and implications for portfolio positioning
Fixed income today: duration, credit, and reinvestment risk
Options income strategies — covered calls, cash-secured puts, and when they fit
Risk management and realistic expectations for income investors
Live audience Q&A

Why This Matters

In a world of persistent inflation pressures and shifting Fed policy, income investing requires precision and discipline.
This session breaks down real-world approaches to generating portfolio income while managing risk in a high-rate environment.

Whether you’re a financial advisor seeking CE credit or an investor refining your income strategy, this discussion offers clarity and actionable insights.

Reserve Your Seat

👉 Click here to register and join us live on Thursday, November 6, from 11:00 AM–12:00 PM ET.
Earn 1 hour of CFP Board CE credit while gaining a sharper perspective on income investing.

See you there,
Michael Gayed, CFA
The Lead-Lag Report
@leadlagreport

The 6.4% Question: What You Give Up for a Preferred Yield

Today’s Lead-Lag Report post is sponsored by TappAlpha Income while staying fully invested in equities. TappAlpha S&P 500 Growth & Daily Income ETF (TSPY). TappAlpha Innovation 100 Growth & Daily Income ETF (TDAQ). Investors have always had to choose: generate income or stay fully invested. TSPY

The Top of the Waterfall

Weekly Signals summary — 2 Risk-On, 2 Risk-Off, composite tilts modestly risk-on

A Market Divided Against Itself

Signals are split evenly between offense and defense, pointing to a market at an inflection point.

Semis Sank. Banks Blew Out. Iran Got Loud.

When credit refuses to confirm a sell-off and geopolitics refuses to stay in the background, which signal is the market actually telling you to trust?