As a dividend growth investor or an income investor taxes are a reality. The IRS considers dividends to be income and thus they are subject to taxes. This is
Category: Portfolio Strategy
Build a Lazy Portfolio. The KISS principle applies to many things in life, and managing your retirement portfolio is one such thing. A retirement portfolio
Permanent Portfolio Permanent Portfolio. One thing about growing older is that you become more concerned about retirement and portfolio strategies. Which one is the best
Factor Investing Factor Investing. Factor investing is in vogue right now because of institutional and retail investor preferences for smart beta investing strategies. The approach
How to Live Off Dividends. The statistics on preparedness for retirement are not good. According to Fidelity, the average retirement plan account balance is approximately $182,000 for
Warren Buffett’s Two-Fund Portfolio Warren Buffett’s Two-Fund Portfolio. I have been writing articles about retirement plan portfolios. For retirement plans, I think most people should follow
Bogleheads 3 Fund Portfolio Bogleheads 3 Fund Portfolio. I have written several articles on lazy retirement portfolios. My first article was on the Core and Satellite
Coffeehouse Investor Portfolio Coffeehouse Investor Portfolio. Last week I wrote about a retirement portfolio investment strategy called core and satellite portfolio. This style is also known
Core and Satellite Portfolio Core and Satellite Portfolio. One style of investing of investing for retirement is what many investors call Core and Satellite or Core and
I like dividend growth investing since I personally think the advantages outweigh the risks. It is a way to build wealth over time by building