It is our goal to build a portfolio of elite companies that pay shareholders and have the ability to continue increasing dividends.
- From 1926 through 2012, reinvestment of dividends accounted for 97% of the stock market's total return after inflation.*
- Weighting by dividends can raise a portfolio's dividend yield. research shows that portfolios comprised of the highest dividend-yielding stocks within the S&P 500** Index have historically outperformed the S&P 500 Index as a whole.
- Cash dividends provide an objective measure of a company's value and profitability -- one that cannot be manipulated.
- Potential bear market protection -- as stock prices fall, investors can buy more shares with reinvested dividends.
We bring over 35 years of experience in assisting clients in creating, building, and sustaining wealth over time. We've provided the most personal service available, thus earning a reputation for excellence in our industry. We work for you in creating your financial security. Our investment philosophy makes you an owner in world class companies.
Our Company is based on the principle that education and understanding of your current financial situation is vital to make successful prudent decisions. For a free portfolio analysis, give us a call today at (619) 741-5735.
*Standard & Poor’s, Data as of 02/01/2013
**The Standard & Poor's 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
*** There are risks associated with investing including possible loss of principal. Foreign investing involves special risks, such as risk of loss from currency fluctuation or political or economic uncertainty. Investments in real estate involve additional special risks, such as credit risk, interest rate fluctuations and the effect of varied economic conditions. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested in directly.
Tax Management Strategies
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Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
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