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Doug Carey, CFA

 
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  • Apple Or Microsoft For Dividend Growth?
    Thu, Sep. 11 AAPL 32 Comments

    Summary

    • Apple's dividend growth so far has much to be desired.
    • Dividend-growth investors might be better off with Microsoft's growing dividend for the long run.
    • It is important to project out the rates of return given dividend-growth assumptions.
  • Can You Live Off Of Dividend Growth Income In Retirement?
    Wed, Aug. 27 JNJ, KO, LLY 184 Comments

    Summary

    • It is still possible to live off income only in retirement: Dividend Income.
    • We will look at how we can analyze just what it takes to live off dividend income only.
    • We run scenarios and stress test our base case assumptions.
  • How To Weight Your Dividend Growth Stocks
    Thu, Aug. 14 ADP, JNJ, MRK 11 Comments

    Summary

    • This methodology helps investors figure out how to assign weights to dividend payers.
    • Having a disciplined methodology like this helps maintain focus and sell the worst of the bunch.
    • Use the spreadsheet in the article to create your own weighting scheme.
  • Retirement Income Planning With Altria Group
    Tue, Jul. 15 MO 14 Comments

    Summary

    • Altria has an amazing history of high dividend yields and dividend growth.
    • Altria is also relatively non-cyclical, which provides some diversification with other dividend-growth stocks.
    • Income planning with dividend-growth stocks and change an entire retirement situation.
  • How To Lower Or Even Eliminate Your Taxes On REITs
    Thu, Jun. 26 NLY, AGNC, HCP 35 Comments

    Summary

    • REIT dividends are taxed at ordinary income tax rates in taxable accounts.
    • By converting the dividends to capital gains investors can save big on taxes.
    • The higher the dividend, the more important this strategy becomes.
  • Dividend Yield Vs. Dividend Growth: Johnson & Johnson Vs. Eli Lilly
    Thu, May. 29 JNJ, LLY 15 Comments

    Summary

    • Johnson & Johnson and Eli Lilly are a good case study of dividend yield vs. dividend growth.
    • Johnson & Johnson has been a steady dividend payer for over 40 years.
    • Eli Lilly has a higher dividend yield but the dividend growth is lacking.
  • Can Altria Save Your Retirement Portfolio?
    Wed, May. 14 MO 33 Comments

    Summary

    • Altria's dividend yield is one of the best among dividend champions.
    • Altria has never cut its dividend over a year time-frame since it began paying dividends in the 70s.
    • Dividend-growth stocks like Altria are wonderful additions to retirement portfolios.
  • How To Weight Dividend Payers In Your Portfolio
    Wed, Apr. 30 ADP, JNJ, MRK 26 Comments

    Summary

    • Weighting your dividend payers should be done by variables other than market cap.
    • We can use multiple parameters for weighting holdings, such as dividend yield and growth.
    • Having a disciplined weighting scheme can help investors retain the best companies.
  • Can You Retire By Age 60?
    Wed, Apr. 9 INTC, JNJ, LLY 32 Comments

    Summary

    • Many people have no idea when they can retire.
    • Investing in dividend-growth stocks can allow investors to retire earlier.
    • Look for dividend-growth stocks with a history of increased dividend payments.
  • Microsoft And Apple: The Battle For Dividends
    Fri, Mar. 28 AAPL, MSFT 24 Comments

    Summary

    • Microsoft and Apple are now dividend growth stocks.
    • Both are great additions to retirement portfolios.
    • It is important to analyze how dividend growth adds to the total return over time.
  • Retirement Income Planning With Johnson & Johnson
    Wed, Mar. 5 JNJ 29 Comments

    Summary

    • Retirement income planning has become more difficult.
    • Investors are looking to dividend-growth stocks for income.
    • Companies like JNJ can help investors not run out of money in retirement.
  • Reduce (Or Even Eliminate) Those Pesky Taxes On Mortgage REIT Dividends
    Fri, Feb. 14 DX, HTS, NLY 35 Comments
  • Can Archer Daniels Midland Save Your Retirement Portfolio?
    Wed, Jan. 29 ADM 2 Comments
  • Can You Retire On Less Than $1 Million?
    Thu, Jan. 16 JNJ, KO, LLY 292 Comments
  • Choosing Weights For Your Dividend Growth Portfolio
    Wed, Jan. 8 JNJ, KO, WMT 9 Comments
  • Dividend Yield Vs. Dividend Growth: Merck Vs. Procter & Gamble
    Dec. 20, 2013 MRK, PG 10 Comments
  • How A Company Like Johnson & Johnson Can Save Retirement Portfolios
    Dec. 5, 2013 JNJ, XOM, KO 16 Comments
  • Procter & Gamble Or Kimberly-Clark For Retirement Portfolios?
    Nov. 21, 2013 KMB, PG 33 Comments
  • Retirement Income Planning With Dividend Growth Stocks
    Nov. 6, 2013 CVX, INTC, JNJ 9 Comments
  • How To Weight Your Dividend Paying Stocks: Q3 Update
    Oct. 24, 2013 ADP, JNJ, KO 11 Comments
  • Wal-Mart: A Great Addition To Retirement Portfolios
    Oct. 9, 2013 WMT 17 Comments
  • Why I Added Both Exxon And Chevron To My Retirement Portfolio
    Sep. 26, 2013 CVX, XOM 3 Comments
  • It's Time To Add Microsoft To Retirement Portfolios
    Sep. 19, 2013 MSFT 30 Comments
  • Reap The Rewards Of Exxon's Dividend For The Long Run
    Sep. 5, 2013 XOM 32 Comments
  • The Problem Of (And Solution To) Life Expectancy In Retirement Plans
    Aug. 28, 2013 JNJ, KO, LLY 16 Comments
  • Dividend Yield Vs. Dividend Growth: Sysco Vs. ADM
    Aug. 21, 2013 ADM, SYY 55 Comments
  • How To Reduce (Or Eliminate) Paying Taxes On American Capital Agency's Dividend
    Aug. 1, 2013 AGNC 51 Comments
  • What Exxon Can Do For Your Retirement Portfolio
    Jul. 25, 2013 XOM 28 Comments
  • Merck Vs. Johnson & Johnson: Dividend Yield Vs. Dividend Growth
    Jul. 18, 2013 JNJ, MRK 12 Comments
  • Figuring Out When You Can Retire
    Jul. 11, 2013 INTC, JNJ, LLY 33 Comments
  • Weighting Your Dividend Paying Stocks: A Disciplined Approach
    Jul. 3, 2013 ADP, JNJ, KO 19 Comments
  • How Apple Can Help You Retire When You Want
    Jun. 28, 2013 AAPL 32 Comments