Retirement Income Portfolio:  Dividend Stock ETFs

Bonds have been yielding almost nothing for years and stocks have been rip roaring for the past decade, which has made high yielding dividend stocks very attractive.  People have been looking for high-yield and high-growth investments for years, and dividend stocks have delivered. Would you rather earn 2% per year investing in U.S. treasury bonds, …

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The Bucket Retirement Investment Strategy

The goal in retirement is to have an investment strategy that creates a steady stream of income while minimizing downside risk.  Yet, the strategy needs to be aggressive enough in which your account can grow and keep up with inflation. There are many investment management philosophies but the the investment strategy I prefer is a …

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9 Bond ETFs That Will Do Well When Interest Rates Rise

A client called me today because he heard that bonds were going to get crushed and noticed that he had 40% fixed income in his portfolio.  “Get rid of all of these bonds in my portfolio”, was his next request.  I get this request often, as you can’t read or listen to financial news without …

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