Funds
OWN SOME DIVIDEND GROWTH COMPANIES
- Financially healthy
- More defensive in nature
- Provide reliable income
- Compounding power if dividends reinvested
MORNINGSTAR ANALYST FAVORITES
- Vanguard Dividend Growth Fund
- Recently reopened to new investors
- Rated 5-star Gold by Morningstar
- Same manager since 2006
- Beaten market with lower volatility
Vanguard Dividend Appreciation ETF
- Gold Medal Analyst rating by Morningstar
- Symbol VIG
CONSIDER INVESTING IN A SOCIALLY RESPONSIBLE FUND, EITHER ACTIVELY MANAGED OR PASSIVE
CONSIDER INVESTING IN A SOCIALLY RESPONSIBLE FUND, EITHER ACTIVELY MANAGED OR PASSIVE
U.S. Socially Responsible Investments in 2016
$8.72 Trillion
- MORNINGSTAR FAVORITES
- Calvert Funds
- Parnassus Funds
- Parnassus Fund (PARNX)
Large growth fund
Strong long-term track record
CONSIDER AUTOMATING SOME OF YOUR INVESTMENT DECISIONS
CONSIDER AUTOMATING SOME OF YOUR INVESTMENT DECISIONS
- Automatic deposits to savings or tax-deferred accounts
- Setting up a robo-account to automatically invest and rebalance your portfolio
- Buying a Target Date Fund to prepare for your retirement
- Automatic Dividend Reinvestment Plans
SERIOUSLY CONSIDER STICKING WITH ACTIVE MANAGEMENT IN YOUR BOND PORTFOLIO
SERIOUSLY CONSIDER STICKING WITH ACTIVE MANAGEMENT IN YOUR BOND PORTFOLIO
- Majority of actively-managed bond funds & ETFs have outperformed passive peers over multiple periods
- Over last 5 years, 63% of actively-managed bond funds outperformed passive funds
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