Are your investments not performing as well as you’d like? Looking for a strategy that consistently outperforms the market?

In this PodCLASS episode, Jerry Goodman and Megan Hubbard dive into the surprising ways your investment portfolio might be underperforming—and how you can fix it. If you think managing your finances is as simple as checking the numbers, think again. This conversation could save you tens of thousands of dollars annually, and it all starts with knowing what to look for.

Jerry and Megan explore how investors can unknowingly miss out on potential gains and share their insights on ways to improve your investment portfolio. And the best part? Finding those improvements doesn’t cost a dime—it just requires a little time and a willingness to dig into your financial details.

Key Highlights:

• Core Investment Principles: Discover how the dividend growth strategy ensures stability and growth in your portfolio, even during market volatility
• Proven Performance: Jerry presents compelling evidence from multiple studies, showcasing how dividend growth strategies have consistently outperformed the market over the long term
  • Exhibit A: Wells Fargo’s DSIP showing a 12% annual return over 30 years
  • Exhibit B: Research from Ned Davis confirming the long-term success of dividend growth
  • Exhibit C: A five-year review of advisory accounts showing a 14.06% annual net return
  • Exhibit D: An article on FOMO and its risks compared to a steady dividend strategy
  • Exhibit E: Insights on finding bargain opportunities during bear markets
• Target Audience: Understand why this strategy is particularly beneficial for potential clients and the families of current clients, ensuring a clear comprehension of how their investments are managed
• Practical Benefits: Jerry emphasizes achieving a 2% annual improvement in performance through lower advisory fees, avoiding mutual fund costs, and selective investments, significantly impacting overall portfolio value
• Estate Planning: Revisit earlier episodes on estate planning to understand how to organize your affairs and utilize revocable living trusts, particularly relevant for Tennessee residents
• And much more!

 

Reevaluate your investment strategy and consider the dividend growth approach for long-term success. Contact Jerry and Megan for personalized advice to optimize your portfolio.

 

Connect with Jerry Goodman and Megan Hubbard: 

• The Organized Investor
• LinkedIn: Jerry Goodman
• jerry@tnwealthmgt.com
• megan@tnwealthmgt.com
• Office: 865-415-2060
• Megan:  865-415-2070

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