Month: June 2024
How to Make the Most of Dividend Growth (Ep. 16)

How to Make the Most of Dividend Growth (Ep. 16)

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Are you on the hunt for an investment strategy that can weather any storm? 

Join hosts Jerry Goodman and Megan Hubbard in this episode of ‘The Organized Investor PodCLASS’ as they take a deep dive into the principles of dividend growth investing. Drawing an analogy to a legal discovery process, they guide you through evidence-backed strategies that work to enhance your long-term financial future.

Key Highlights:

  • Personal Touch: Jerry and Megan weave professional insights with personal anecdotes, making complex financial strategies approachable and relatable
  • Core Investment Principles: Emphasis on investing in companies with a history of growing dividends annually, a strategy proven to offer stability and growth
  • DSIP List Success: Discover the Diversified Stock Income Plan (DSIP) list from Wells Fargo, boasting a 30-year average annual return of 12%, outperforming the S&P 500’s 9.6%
  • Exhibit B: Summary of a Ned Davis research report showing that dividend-growing stocks outperform the S&P 500 over a period longer than 30 years
  • Exhibit C: Insights from past episodes detailing the performance of 84 advisory accounts managed with a dividend growth strategy, achieving an average net return of 14.06% per year over five years
  • Educational Approach: Learn the importance of repeating key concepts to ensure they sink in, as Jerry likens it to the rinse-and-repeat process in hair washing
  • Engagement:  Encourages listeners to review their investment performance and compare it with the dividend growth strategy, offering assistance for those needing help
  • And much more!

 

Connect with Jerry Goodman and Megan Hubbard: 

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How to Make the Most of Dividend Investing (Ep. 15)

How to Make the Most of Dividend Investing (Ep. 15)

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Are you struggling with the complexities of modern investment options?

In this episode of ‘The Organized Investor PodCLASS,’ hosts Jerry Goodman and Megan Hubbard unravel the principles of dividend investing, helping you to understand your portfolio and to prepare your financial future. Discover tried and true methods that have benefited their clients for decades and gain practical knowledge to organize your investments effectively.

Key Highlights:

  • Personal Touch: Jerry and Megan blend professional insights with personal anecdotes, making complex financial strategies approachable and relatable
  • Core Investment Principles: Learn the importance of adhering to fundamental investment principles amidst a constantly evolving array of financial products
  • DSIP List Success: Discover the Diversified Stock Income Plan (DSIP) list from AG Edwards, a strategy that boasts a 30-year average annual return of 12%, outperforming the S&P 500
  • Advisory Accounts Performance: Hear about the impressive performance of their advisory accounts, which have averaged a 14.06% net return per year over five years, highlighting the potential of dividend-raising stocks
  • Research-Backed Strategies: Jerry and Megan discuss supporting research from Ned Davis, showing that dividend-raising stocks have outperformed the market over a span of 48 years
  • And much more!

 

Connect with Jerry Goodman and Megan Hubbard: 

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Subscribe: RSS | More