Category Archives: Investments

Attempting to Increase International Exposure – Consistent Dividend Payers

Every month I take the time to screen stocks for a purchase that month.  I have published my screening results for the past few years.  The very first test is whether they the company has maintained and increased their dividend for at least 20 years.  This is not an easy feat; of the 15,000+ publicly traded…Continue Reading

Past Wasn’t As Good As You Remember it…Trading Costs

Past Wasn’t As Good As You Remember it…Trading Costs

I was reading a recent post by Dividend Mantra titled, The Golden Age of Financial Independence, wherein he mentioned how inexpensive it is to invest in stocks & ETFs, and it reminded me about a recent conversation with my mother-in-law.   While my mother-in-law is an amazing, grandmother, mother and mother-in-law, she is one of those…Continue Reading

A Small Reminder about the Benefits of Dollar Cost Averaging

I have recently been in the process of consolidating some accounts.  First up was altering up our cash flow chart to better reflect our current situation.  Second, was bringing all of The Wife’s assets over to Fidelity.  Part of that was moving assets she had with me, as an investment advisor (not husband) at my broker-dealer, and…Continue Reading

What is a Value Trap?

As a self proclaimed value dividend investor I tend to read related articles, posts and books on the subject and I always see the term “value trap” but I never actually looked it up.  Upon reading a little bit of the term, it feels like I am inevitably going to fall into one day, but…Continue Reading

Dividend Champion Watch List – November 2014

For the past few years I have been using a very specific screening process with only a few changes. Once or twice a month I refer to my “watch list” and determine stocks I should purchase in $500 or $1,000 lots.  My goal is to find undervalued companies that have been increasing dividends for the…Continue Reading

Why Hasn’t an Investment Firm or Insurance Company Created this Product?

After reading the twelfth article about how there is yet another generation woefully unprepared for retirement and how the 401(k) is a terrible product I started to think about what an investment firm or more likely in this case an insurance company can do to engage in my generation and the answer is so simple.…Continue Reading