A high distribution rate doesn't automatically mean a high return. One of the biggest mistakes investors make is confusing the two. The most important question isn't, "How much income did I receive?" It's, "What is the full picture?" Total return, NAV performance, distribution composition, tax treatment, risk, and income all matter. At TappAlpha, we believe investors deserve clear, apples-to-apples comparisons so they can look beyond the headline number and focus on the metrics that matter most to their goals. #Investing# #ETF# #InvestorEducation# #FinancialEducation# #TotalReturn# Disclosure This content is for informational purposes only and does not constitute investment advice or a solicitation to invest. The views expressed reflect TappAlpha’s perspective as of the date of publication and may change without notice. Always consult a financial professional before making investment decisions.

There are plenty of ways to invest. The goal isn't to convince everyone that one approach is right. The goal is to provide enough transparency, education, and information so investors can make the best decisions for themselves and their families. At TappAlpha, that's a core belief. Your portfolio represents years of hard work, sacrifice, and planning. Investors deserve to understand how strategies work, what risks they're taking, and what outcomes they're pursuing. The more clarity we can provide, the better decisions investors can make. #Investing# #FinancialEducation# #ETF# #Transparency# #InvestorEducation# #TappAlpha#

Gen Z is entering markets with a stronger financial foundation. 77% report receiving formal financial education. Earlier participation and better preparation are increasingly going hand in hand.

HAO FENG GROUP FILES FOR U.S. IPO, SEEKS NYSE AMERICAN LISTING Hong Kong-based financial education company Hao Feng Group has filed for an IPO of 3.2M ordinary shares, expected to price between $5 and $8 per share. The offering would raise $16M to $25.6M gross, or about $20.8M at the $6.50 midpoint. The shares are expected to list on NYSE American under the ticker $HFE. Eddid Securities USA is the sole underwriter, with an option to purchase an additional 480K shares. Hao Feng provides investment and financial education through in-person courses and subscription-based digital content in Hong Kong. It recently added advertising services with securities brokerages. 2025 revenue rose 50% to $1.45M, while net income increased 154% to $841K. For the six months ended March 2026, revenue increased 36% to $930K, while net income fell 49% to $203K. The company plans to use IPO proceeds for expansion into markets including Malaysia, Singapore and potentially Taiwan, as well as IT upgrades, new courses and internally developed financial models and algorithms. Source: SEC filing

Through @TrumpAccounts, @POTUS is helping a new generation of Americans enter our economy with both a stake in its future and the knowledge of how to thrive in it. At today's Financial Literacy and Education Commission meeting, I was pleased to discuss how the most successful program launch in government history will unleash a financial literacy boom. 7 million children have already enrolled in Trump Accounts, 86 percent of whom are from families earning less than $200,000. Financial markets are now personally meaningful to an entirely new class of shareholders. And that experience will be reinforced by fifteen learning modules tailored to each age group. As financial products and services continue to evolve, Trump Accounts will ensure that financial education evolves with them.

For more than four decades, The Options Institute has delivered trusted, high-quality financial education to investors of all backgrounds—continuously evolving to empower learners with the knowledge and confidence to make informed financial decisions. From foundational concepts to advanced risk management strategies, your learning journey starts here. Create your free account and start learning today: