Category Archives: Investments

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 paidContinue Reading

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 moreContinue Reading

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 coupleContinue Reading

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 hasContinue Reading

Three Reasons I am not a Big Proponent of Retirement Date Funds

Retirement Date Funds are known by a couple of different names such as age based funds, life cycle Funds, etc., but they are all based on the same idea that the fund (either mutual fund or ETF) will reallocate itself based on the chosen retirement date.  They are meant to be a maintenance free andContinue Reading

August 2013 Dividend Stock Watchlist Update

I am not sure why but in the last 18 months or so of updating my watchlist for everyone to see I never shared what I bought the month after…and no one ever called me out! So out of my July dividend watch list Update (July 15, 2013) I bought: 15 Shares of Coke (KO)Continue Reading