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Listen "Shifting Gears Beyond Mutual Funds and ETFs (Ep. 9)"
Episode Synopsis
Feeling stuck with traditional investments?
Learn how to shift gears for better returns in the latest "Organized Investor PodCLASS" episode with Jerry Goodman and Megan Hubbard from Tennessee Wealth Management. Combining Jerry's extensive financial experience with Megan's educational expertise, they dive into effective and engaging investment strategies.
This episode, focusing on investment organization, targets boosting portfolio performance by 2%. Jerry and Megan challenge the conventional reliance on mutual funds and ETFs, advocating for a selective approach. They highlight the success of the Wells Fargo research list and the DSIP strategy.
Key Highlights:
Uncover the dangers of excessive diversification and its impact on portfolio health
Compare the superior performance of the DSIP list against traditional mutual funds and ETFs
Explore the Dividend Growth Portfolios (DGP), emphasizing large companies with consistent dividend growth
Gain insights into the crucial role of financial advisors in managing investments
Dive into three exemplary portfolios, showcasing the benefits of focusing on high-quality, dividend-rich stocks
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
Learn how to shift gears for better returns in the latest "Organized Investor PodCLASS" episode with Jerry Goodman and Megan Hubbard from Tennessee Wealth Management. Combining Jerry's extensive financial experience with Megan's educational expertise, they dive into effective and engaging investment strategies.
This episode, focusing on investment organization, targets boosting portfolio performance by 2%. Jerry and Megan challenge the conventional reliance on mutual funds and ETFs, advocating for a selective approach. They highlight the success of the Wells Fargo research list and the DSIP strategy.
Key Highlights:
Uncover the dangers of excessive diversification and its impact on portfolio health
Compare the superior performance of the DSIP list against traditional mutual funds and ETFs
Explore the Dividend Growth Portfolios (DGP), emphasizing large companies with consistent dividend growth
Gain insights into the crucial role of financial advisors in managing investments
Dive into three exemplary portfolios, showcasing the benefits of focusing on high-quality, dividend-rich stocks
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
More episodes of the podcast The Organized Investor Pod-CLASS
Dividend Growth Strategy Explained (Ep. 17)
11/07/2024
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