ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Dividend Growth Strategy Explained (Ep. 17)"
Episode Synopsis
Are you looking for a foolproof investment strategy that ensures stability and growth, no matter the market conditions?
Tune in to the 17th episode of 'The Organized Investor PodCLASS,' where hosts Jerry Goodman and Megan Hubbard discuss the dividend growth strategy. Like a legal discovery process, they break down this dependable investment approach, using a Q&A format to make complex concepts simple and relatable.
Key Highlights:
Core Investment Principles: Discover why investing in well-managed companies with a track record of increasing dividends annually is a cornerstone of financial stability and growth
DSIP List Success: Learn about the Diversified Stock Income Plan (DSIP) from Wells Fargo, which has achieved a 30-year average annual return of 12%, outperforming the S&P 500’s 9.6%
Exhibit A: Research list from Wells Fargo's DSIP demonstrating long-term success
Exhibit B: Summary from Ned Davis Research showing the superior performance of dividend-growing stocks over extended periods
Exhibit C: Results from 84 advisory accounts managed by Jerry and Megan, achieving an average net return of 14.06% per year over five years
Exhibit D: Discussion on the "Fear of Missing Out" (FOMO) and how the tech bubble’s minimal growth contrasts with the stable returns of dividend growth stocks
Engagement: Reflect on your current investment strategy and compare it with the dividend growth approach. Reach out to Jerry and Megan for a personalized assessment and see how you can optimize your portfolio for long-term success
And much more!
Connect with Jerry Goodman and Megan Hubbard:
The Organized Investor
LinkedIn: Jerry Goodman
[email protected]
[email protected]
Office: 865-415-2060
Megan: 865-415-2070
Tune in to the 17th episode of 'The Organized Investor PodCLASS,' where hosts Jerry Goodman and Megan Hubbard discuss the dividend growth strategy. Like a legal discovery process, they break down this dependable investment approach, using a Q&A format to make complex concepts simple and relatable.
Key Highlights:
Core Investment Principles: Discover why investing in well-managed companies with a track record of increasing dividends annually is a cornerstone of financial stability and growth
DSIP List Success: Learn about the Diversified Stock Income Plan (DSIP) from Wells Fargo, which has achieved a 30-year average annual return of 12%, outperforming the S&P 500’s 9.6%
Exhibit A: Research list from Wells Fargo's DSIP demonstrating long-term success
Exhibit B: Summary from Ned Davis Research showing the superior performance of dividend-growing stocks over extended periods
Exhibit C: Results from 84 advisory accounts managed by Jerry and Megan, achieving an average net return of 14.06% per year over five years
Exhibit D: Discussion on the "Fear of Missing Out" (FOMO) and how the tech bubble’s minimal growth contrasts with the stable returns of dividend growth stocks
Engagement: Reflect on your current investment strategy and compare it with the dividend growth approach. Reach out to Jerry and Megan for a personalized assessment and see how you can optimize your portfolio for long-term success
And much more!
Connect with Jerry Goodman and Megan Hubbard:
The Organized Investor
LinkedIn: Jerry Goodman
[email protected]
[email protected]
Office: 865-415-2060
Megan: 865-415-2070
In God we trust