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.
Flickinger & Bauchmann Inc. brings 35 years of 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.
A Primer on Dividends
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
It's important to understand how inflation is reported and how it can affect investments.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
What does your home really cost?
Why are 401(k) plans, annuities, and IRAs so popular?
Learn how to harness the power of compound interest for your investments.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
There’s an alarming difference between perception and reality for current and future retirees.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.