How to Make the Most of Dividend Growth (Ep. 16)

25/06/2024 33 min
How to Make the Most of Dividend Growth (Ep. 16)

Listen "How to Make the Most of Dividend Growth (Ep. 16)"

Episode Synopsis

Are you on the hunt for an investment strategy that can weather any storm? 

Join hosts Jerry Goodman and Megan Hubbard in this episode of 'The Organized Investor PodCLASS' as they take a deep dive into the principles of dividend growth investing. Drawing an analogy to a legal discovery process, they guide you through evidence-backed strategies that work to enhance your long-term financial future.

Key Highlights:

Personal Touch: Jerry and Megan weave professional insights with personal anecdotes, making complex financial strategies approachable and relatable
Core Investment Principles: Emphasis on investing in companies with a history of growing dividends annually, a strategy proven to offer stability and growth
DSIP List Success: Discover the Diversified Stock Income Plan (DSIP) list from Wells Fargo, boasting a 30-year average annual return of 12%, outperforming the S&P 500's 9.6%
Exhibit B: Summary of a Ned Davis research report showing that dividend-growing stocks outperform the S&P 500 over a period longer than 30 years
Exhibit C: Insights from past episodes detailing the performance of 84 advisory accounts managed with a dividend growth strategy, achieving an average net return of 14.06% per year over five years
Educational Approach: Learn the importance of repeating key concepts to ensure they sink in, as Jerry likens it to the rinse-and-repeat process in hair washing
Engagement:  Encourages listeners to review their investment performance and compare it with the dividend growth strategy, offering assistance for those needing help
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

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