Tag: episode_1548

Avoiding Disastrous Mistakes: The Danger of Portfolio Volatility in Retirement

May 17, 2019

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CORTAZZO: MENTORING BENEFITS

May 17, 2019

MENTORING BENEFITS

Certified Financial Planner, Mark Cortazzo launched his wealth advisory firm, MACRO Consulting in 1992 with a couple of employees and around $20 million in assets under management. Since then this multiyear Barron’s Top Advisor firm has expanded to more than 20 employees with approximately $800 million in assets. A key component of the firm’s success? Mentoring.

Watch the related WEALTHTRACK episode.

TAKE ADVANTAGE OF THE INCOME, AND DEFENSIVE QUALITIES OF DIVIDEND PAYING STOCKS

May 17, 2019

TAKE ADVANTAGE OF THE INCOME, AND DEFENSIVE QUALITIES OF DIVIDEND PAYING STOCKS

Morningstar’s CHRISTINE BENZ’ “TANTALIZING DIVIDEND YIELDS” FUNDS:

SCHWAB U.S. DIVIDEND EQUITY ETF (SCHD)

– Morningstar Silver Analyst Rating
– Higher-yielding half of the 2500 largest U.S. stocks (excluding REITs)
– Consistent dividend payers
– Companies that score well on various profitability measures

VANGUARD EQUITY-INCOME FUND (VEIPX)

– Morningstar Silver Analyst Rating
“…run by two separate management teams plying complementary strategies.”
– Christine Benz, Morningstar.com
Vanguard Equity-Income Fund management teams:
— Wellington – finds dividend paying companies inexpensive relative to their growth prospects
– Vanguard – uses a quantitative approach

VANGUARD HIGH DIVIDEND YIELD ETF (VYM)

– Morningstar Silver Analyst Rating
– Avoids big bets in traditional high-yield sectors like financials, utilities and energy stocks by the way it weights the portfolio

Watch the related WEALTHTRACK episode.