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Doug Carey  

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  • Can AT&T Save Your Retirement Portfolio?
    Wed, Mar. 4 T 81 Comments

    Summary

    • AT&T has a very strong dividend yield of 5.4% today.
    • Surprising to some, AT&T increased its dividend during the last recession.
    • We must project future income from AT&T using both its yield and its dividend growth rate.
  • Target Or Procter & Gamble For Long-Term Dividends?
    Thu, Feb. 5 PG, TGT 28 Comments

    Summary

    • Target's stock has increased dramatically, but it is still a great investment for dividends.
    • Procter & Gamble has a higher dividend yield than Target, but over the long run this might not matter.
    • Target's impressive dividend growth will make it a stellar dividend payer for years to come.
  • How To Weight And Rebalance Your Dividend Growth Stocks
    Thu, Jan. 15 ADP, JNJ, MRK 12 Comments

    Summary

    • It is important to have a rebalancing/weighting mechanism for you dividend growth stocks.
    • There are several techniques for weighting D-G stocks. We show one here.
    • By using an objective weighting scheme, it can help investors be more disciplined with rebalancing.
  • Can You Retire In Your 50s?
    Dec. 26, 2014 INTC, JNJ, LLY 117 Comments

    Summary

    • With stock prices up so much over the past two years more people can now retire earlier.
    • What does it take to allow somebody to retire before age 60?
    • Investing in treasury bonds still will not allow an early retirement. Dividend growth stocks are the answer.
  • AT&T Vs. Exxon: Dividend Yield Vs. Dividend Growth
    Dec. 4, 2014 T, XOM 17 Comments

    Summary

    • Exxon's dividend yield is now 3% after a 10% price decline.
    • Exxon is a wonderful addition to retirement portfolios given its dividend growth rates.
    • It is important to correctly analyze dividend growth vs. a higher starting dividend yield, such as AT&T's.
  • Procter & Gamble For Income Planning
    Nov. 14, 2014 PG 11 Comments

    Summary

    • With interest rates so low, it is more difficult than ever to generate income in retirement.
    • Dividend-growth stocks are the best alternative, especially those with a history of growing dividends.
    • Solid dividend-growth stocks can completely change the outcome of a retirement plan.
  • Dividend-Growth Stocks To Weather A Recession
    Oct. 23, 2014 JNJ, MO, WMT 2 Comments

    Summary

    • There are plenty of great companies out there that will increase their dividends during a recession.
    • Dividend-growth stocks are much less volatile than most equities.
    • Dividend-growth stocks that are non-cyclical will not decline nearly as much in a recession.
  • Weighting Your Dividend Growth Stocks
    Oct. 9, 2014 ADP, JNJ, MRK 29 Comments

    Summary

    • Weighting your dividend growth stocks is an important decision.
    • Weighting equally or by market cap is not the best idea.
    • We can use fundamentals to weight our dividend growth stocks that helps us make better decisions.
  • How A Company Like Procter & Gamble Can Save Your Retirement
    Sep. 25, 2014 PG 27 Comments

    Summary

    • Procter & Gamble has a solid dividend yield of 3.2%.
    • They even increased their dividend by 14% during the last bear market.
    • Procter & Gamble has a long history of increasing their dividends through time.
  • Apple Or Microsoft For Dividend Growth?
    Sep. 11, 2014 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?
    Aug. 27, 2014 JNJ, KO, LLY 185 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
    Aug. 14, 2014 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
    Jul. 15, 2014 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
    Jun. 26, 2014 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
    May. 29, 2014 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?
    May. 14, 2014 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
    Apr. 30, 2014 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?
    Apr. 9, 2014 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
    Mar. 28, 2014 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
    Mar. 5, 2014 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
    Feb. 14, 2014 DX, HTS, NLY 35 Comments
  • Can Archer Daniels Midland Save Your Retirement Portfolio?
    Jan. 29, 2014 ADM 2 Comments
  • Can You Retire On Less Than $1 Million?
    Jan. 16, 2014 JNJ, KO, LLY 292 Comments
  • Choosing Weights For Your Dividend Growth Portfolio
    Jan. 8, 2014 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