Category Archives: Investments

I Have a Personal Problem Investing in Unprofitable Companies

It has been hard to ignore news about Twitter recently which went public on November 7, 2013.  It immediately went from $26/share to $40+ topping out $50.09.  It has since retreated recently (11/13/13 – $42.60) leaving me confused.  To date, Twitter has never made a profit.  Of course there are a ton of companies that

October 2013 Dividend Champion Watch List

After my September 2013 Dividend Champion Portfolio Update I bought: 10 shares Target at 63.18 with commissions – $639.75 This (along with every other) update takes a snapshot of certain metrics on a certain date (this one was prepared the night of October 18, 2013). My Dividend Investment Portfolio Screening Criteria The company has paid

Annuity Payments: What Do They Mean to Me?

Determining whether an annuity is right for you isn’t easy, especially when it’s not the simplest subject to research and understand. Before choosing to invest in an annuity, you must first learn about what an annuity is, the different kinds of annuities, and what they mean for your future. While it takes a lot more

Another Reminder Why I Like My Dividend Account

I don’t pay particular attention to my dividend income since it is so low, but I was inspired the other week when reviewing a client’s file.  The individual, a police officer, built a very impressive balance sheet with his wife, an administrative assistant, but I was shocked when I saw the tax return.  This couple

September 2013 Divided Portfolio Watch list

After my August 2013 Dividend Portfolio watch list update I bought: 10 shares Walmart at 73.54 with commissions – $743.35 This (along with every other) update takes a snapshot of certain metrics on a certain date (this one was prepared the night of September 16, 2013). My Dividend Investment Portfolio Screening Criteria The company has