Famous Quote by John D Rockefeller about Dividends John D. Rockefeller, the American industrialist and philanthropist, was a proponent of investing in dividend stocks. He believed that owning shares in a well-managed company that paid regular dividends was a sound...
Why would you invest in a dividend stock if cash and short term, liquid investment options are paying more than 4% (Q1 2023 for example)
There are a few reasons why an investor might choose to invest in a dividend stock, even if cash and short-term, liquid investment options are paying more than 4%: Long-term growth potential: While cash and short-term investments can offer relatively high yields, they...
How does investing in a dividend stock differ between a ROTH IRA and an IRA?
Investing in dividend stocks can be a good strategy for both Roth IRAs and traditional IRAs, but there are some differences between the two account types that investors should consider when deciding where to invest. Tax treatment: The primary difference between a Roth...
How does investing in dividend stocks use the concept of compounding interest?
Investing in dividend stocks can utilize the concept of compounding interest in the following ways: Reinvesting Dividends: When you invest in dividend stocks, you receive regular dividend payments from the company. Instead of using these dividends as income, you can...
Can you tell me about spectacular downfalls of once well known public companies? Can you list details of their demise and the causes of their failures?
Big Companies that were not too big to fail There have been many well-known public companies that have experienced spectacular downfalls in the past. Some examples include: Enron: Enron was an energy company that was once considered one of the most innovative and...
What is bond laddering?
Bond Laddering Basics Bond laddering is a strategy in which an investor divides their bond portfolio into equal amounts invested in bonds with a range of different maturities. This creates a "ladder" of bonds, with some bonds maturing in the short-term and others in...
What are some sophisticated cash management options? for those who are not ready to reenter the market in a downturn?
Cash Management for waiting out a downturn in the financial markets There are several sophisticated cash management options that investors who are not ready to reenter the market at a downturn may consider: Money market funds: Money market funds are mutual funds that...
What are some strategies for a bear market?
Bear Market Strategies - The Basics There are several strategies that investors may consider during a bear market, which is a market characterized by declining prices and negative investor sentiment. These strategies may include: Diversification: Diversification is...
What should I be worried about if I have an aging parent who is not fully understanding the scope of their financial investments and liabilities, generally?
What should I know about finances with regards to aging parents? If you have an aging parent who is not fully understanding the scope of their financial investments and liabilities, there are several things you may want to consider: Review their financial situation:...
How can an RIA help a person with less than a million dollars find financial security?
If I'm not already wealthy, can an RIA help me find financial independence? An RIA (Registered Investment Advisor) can help a person with less than a million dollars find financial security by providing investment advice and asset management services that are tailored...
Why is a fiduciary so important?
The importance of a Fiduciary A fiduciary is a person or organization that is entrusted with the responsibility of acting in the best interests of another party. In the financial industry, a fiduciary is a professional who is required by law to act in the best...
Can I get the same value from a bank employed investment advisor that I can get from a private practice investment advisor?
The value that you can get from a bank-employed investment advisor may depend on a number of factors, including the advisor's qualifications, experience, and approach to investing. Some bank-employed advisors may have extensive knowledge and expertise in a particular...
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