Webinar on Thursday, April 30th at 2:00 p.m. EST
To sign up for a webinar and/or to download the Fact Sheet on Joe Maas’s, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM, high-income strategy, click on the following:
https://advisorsharewm.com/high-income
How can you use this strategy for your clients? There are three ways to get access:
1) IARs with our “advisor owned” RIA certainly have access https://advisorsharewm.com
2) It’s on our “anti-TAMP” platform, which can be found at https://advisorstamp.com
3) Our OnPointe Signal company https://onpointesignals.com
Income is arguably the #1 most important goal of clients when planning for retirement.
The following studies/research indicate that most people like the idea of “guaranteed” income. That’s why I wrote my ‘Guaranteed Income for Life’ white paper (see below).
The 2025 EBRI (Employee Benefit Research Institute) study states that:
74% of workers find a “default” investment option with guaranteed income appealing.
The BlackRock study: 80% of retirees want guaranteed income options.
TIAA research: retirees with guaranteed income have higher confidence & lower financial stress.
Guaranteed Income-for-Life Products for the Affluent — 26-Page White Paper
To download this EYE-OPENING white paper, click on the following link or image:
https://advisorshare.com/gib-rider-white-paper
Ways to Generate Income
There are several ways to generate income:
1) CDs/money market
2) Bonds
3) Real estate (rental properties and REITs)
4) Annuities
5) Structured notes
6) Dividend Stock
7) Buy-Write Options
What’s the problem with most income portfolios? They are too focused (all dividend stock or all bond portfolio (or maybe a combo of the two)).
Is that good for clients? Would a better strategy to generate durable income in this volatile market be one that doesn’t overcommit to any single asset class?
Joe’s Focused Income Strategy is a multi-asset income portfolio that blends four complementary sleeves in a single allocation:
1) Dividend-paying stocks—cash distributions from companies with strong fundamentals, selected through a multi-factor ranking process
2) High-yield bonds—coupon income from credits screened on yield, quality, and total return potential
3) REITs—real estate cash flows and a potential inflation hedge
4) Buy-write (covered call) options—supplemental premium income layered across asset classes
Sleeve weights are dynamic, rebalanced semi-annually to respond to market cycles and economic conditions. The goal is a portfolio of roughly 5–30 holdings that pursues a high level of income and attractive total return, with diversification and disciplined risk management built into the construction process.
On the webinar, Joe will cover:
-How the four sleeves work together and where each one earns its place
-The selection framework behind each sleeve and how allocations shift across cycles
-Where Focused Income fits in your clients’ broader plan — and the conversations it opens with income-oriented households
-How we position the strategy’s risk profile honestly, given its risk-on orientation
What’s unique about Joe’s approach to income?
Not too much if you have the ability to build a funnel to narrow down income investment options to the best assets in four different asset classes at any given time to generate high/sustainable income and manage it on your own on a go-forward basis!
For those who want to rely on Joe’s 30 years of experience to run a high-income strategy, you can start using this strategy right now on one of the three platforms listed above.
Either way, if you are interested in how this strategy is designed for asset appreciation over time along with a high income of between 8-12%, you should sign up to attend the webinar.
The Future of Investing Using AI is NOW!
Sign up for info before the official launch!
https://tacticalmind.ai/get-started.html
What is it? It’s an AI-powered portfolio analysis platform built for financial advisors, portfolio managers, and investment committees.
It examines every holding across multiple analytical dimensions — fundamentals, technicals, sentiment, macro context, and news — then generates clear buy, sell, or hold signals with full reasoning and confidence scores.
Tactical Mind AI™ will offer investment research; portfolio assessments; portfolio recommendations, and portfolio creation. All recommendations and supporting research can be put in a written report for your records or to provide to clients.
The question isn’t if advisors will embrace AI; it’s when (and what AI will they trust?).
