The Cycle of Investing Events on Wall Street The Cost of Procrastination

    

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.  


About Us

 

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.




 

Helpful Content

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

 

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

View all articles arrow

Tax Freedom Day

Assess how many days you'll work in 2012 to pay federal tax liability.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Capital Gains Tax Estimator

Use this calculator to estimate your income tax liability, along with average and marginal tax rates.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

Will You Pay the AMT?

Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

View all videos arrow