Everyone is talking about dividends these days, but Fred Taylor at Northstar Investment Advisors has been using them as a retirement income solution for the past 17 years. Clearly, this is a strategy with some staying power.
"Unless you want to absolutely cut your lifestyle in half, which baby boomers typically don't want to do, you have no choice but to invest in the stock market, in stocks that pay dividends," Taylor exclaims.
Between unemployment, slow growth and tenuous stability in Europe, the economy is under a lot of pressure. Mike Patton breaks down the current economic situation.
Plus, the money managers at TAMRO Capital Partners share their five-step process for due diligence.
Dividends, Dividends, Dividends!The retirement crisis is over—forget it. All of the hand-wringing and teeth gnashing from advisors about underfunded defined-contribution plans, longer life spans, guarantees, appropriate withdrawal rates, etc.? Done, kaput, move on.
OK, maybe not quite. But Northstar Investment Advisors' Fred Taylor has "a solution to a problem that every baby boomer faces": quite a boast in this era of "new normal" volatility and one that's attracting attention. Editor in Chief John Sullivan sits down with Taylor to learn more.
Under PressureThe anemic economic recovery has been in the forefront of the news for several years now. Because the economy is so complicated and multifaceted, it's often difficult to grasp what's really occurring. Moreover, given all of the noise in this hotly contested political season, the spin machines have only added to the confusion.
However, there are some good clues, if you know where to look. For example, why did former Fed Chairman Alan Greenspan say that the yield on the 10-year Treasury is his most important signal? Why hasn't the massive amount of government stimulus been very stimulating? What role does fear play in the financial markets? Is a U.S. recession still a possibility? Will Greece default? Is Europe already in a recession? When Congress extended employment benefits, did they understand what would happen?
AdvisorOne blogger Mike Patton answers these questions and more.
Simple Steps for SuccessHere's a simple formula. Four CFAs plus a five-step due diligence process equals solid performance for the money managers at TAMRO Capital Partners and their Aston/TAMRO Diversified Equity Fund (ATLVX). Sure, it relies on core investing principles like value, management and momentum, but it is so much more, as Investment Advisor's March overlooked managers Philip Tasho and Tim Holland are happy to explain. They outline their five-step process for our edification.
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