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

  • Jun 11 2024
  • Length: 32 mins
  • Podcast

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

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  • Summary

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