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Investing for Income or Total Return?
I recently wrote an article for Advisor Perspectives that examines the tradeoffs between investing for total return vs. income investing, in which one emphasizes assets that generate dividends and...
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Interesting way to select dividend stocks
I just ran across an article that Kapitall has on SeekingAlpha that posits an interesting and, I believe, useful way to screen for dividend paying stocks. The basic idea is to look for high-yield...
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The Case for Dividends
I am a fan of stocks that consistently pay dividends, but even I was surprised by a chart (below) that I just ran across from iShares / BlackRock. In an article on dividend-paying stocks in October...
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How Much Money Do You Need to Retire?
I came across a very highly commented article on SeekingAlpha today called With The Right Dividend Stocks, How Much Do You Really Need to Retire? The focus of this article is to ask whether you can get...
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What you need to know before you invest in IPO’s
I have not seen this type of brand name IPO trading volume for quite some time. From Groupon (GRPN) and Pandora (P) to Zynga (ZAGG) and now Avaya, the media would have you believe that investing in a...
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Sanity Checking Estimates of ‘Expected Returns’ in Retirement Planning
One of the most important variables in creating an investment strategy to meet a specific goal (such as retirement) is what you assume about the future returns from stocks, bonds, and other available...
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Can You Get 7% Per Year in Income with Only Moderate Risk?
With ten-year Treasury bonds yielding around 2%, many investors are looking for investments that can provide higher levels of yield. Barron’s just ran a cover story on this topic, titled: “How to Get...
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Standing at the Close of 2011
This has been a chaotic year in the financial world. In this latest article, I will take a look at what happened in 2011 and give my personal views on where things are going for 2012. Many Happy...
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3 Stock Picking Strategies for 2012
Guest Blog by Kip Robbins, CFA, Zacks.com. Having worked in the equity markets for awhile now with a primary focus on finding profitable stock-picking strategies, I sometimes feel like the keeper of...
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Can You Create a 7% Yield Portfolio Focusing on Munis and Dividend Stocks?
In “Can You Get 7% Per Year in Income with Only Moderate Risk?” a blog I wrote back in the beginning of December, I analyzed a portfolio with 7% yield and “moderate” risk. My analysis suggested that...
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REITs and the Rally of 2014
There have been a number of surprises for investors in 2014. Bonds have markedly out-performed stocks for the year-to-date. The S&P500 is up 2.4% since the start of 2014, as compared to the...
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Investing Implications of Trends in Household Wealth
Shifting Wealth A new study released by the Russell Sage Foundation analyzes trends in household wealth over the last twenty years, with a focus on the years surrounding the ‘great recession’ of 2008....
View Article7 Big Ideas for Getting the Most Out of Your Tax Refund
According to the most recent IRS data, the average income tax refund is just over $3,000. Not bad. Too often, though, what seems like a nice fat windfall disappears faster than expected. But...
View ArticleHow Bond Market Investors Cope in a Low-Rate Environment
It’s understandable that bond market investors might be frustrated at this point in time. Most already have lower total return expectations than stock market investors, which they accept in exchange...
View ArticleWill the Current European Economy Affect Your Investment Portfolio?
Collectively, the European Union (EU) has the largest economy in the world as measured by gross domestic product (GDP). Last year the total value of all goods and services produced within the 28-member...
View ArticleIncome Investors Are Feeling the Squeeze
Investors have been finding it increasingly difficult to generate income in their investment portfolios. This is a problem that impacts many people who rely on portfolio income to live on or to...
View Article5 Ways to Improve Your Cash Flow and Invest More
For some people, deciding how to invest is the hard part. But for others, finding extra money to put toward investments is even harder. You know investing is important, and you know the more...
View ArticleFactoring Sequence Risk into Retirement Planning
When building your retirement portfolio, investing in a routine, systematic way can ensure that you purchase assets at random prices over time. So long as the market moves higher in the long run, any...
View ArticleDividend Stocks and Younger Investors
Controversy swirls around whether younger investors can benefit from emphasizing dividend-paying stocks in their portfolios—a practice normally associated with retirees. But evidence suggests that no...
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