Tag: episode_1917

CLARE HART’S LASER FOCUS ON QUALITY & INCOME HAS PAID OFF FOR HER JPMORGAN EQUITY INCOME FUND

October 28, 2022

Income and quality should always matter, but it’s markets like these when those characteristics really count. 

Historically, since 1930, dividends have contributed about 40% of the S&P 500’s total return. Their input has varied widely from decade to decade, however.  According to a recent Insights Report from the Hartford Funds, dividends played a large role in terms of their contribution to total returns.

What sort of a role will dividends play now?

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PORTFOLIO & FINANCIAL PLANNING ADJUSTMENTS FOR RISING INTEREST RATES & INFLATION

October 21, 2022

We are in the midst of a sea change in our financial lives. Here are the headlines:  

  • Inflation is surging for the first time in years and has reached the highest level in forty years.  
  • The Federal Reserve is embarking on the fastest and steepest tightening cycle in decades.
  • Value stocks are outperforming growth stocks after lagging them by record amounts for nearly a decade and a half.    

Is it time to make some changes to our financial plans? 

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CLEMENTS: REAL FINANCIAL SUCCESS

October 21, 2022

Helping everyday people achieve the financial success that meets their specific needs is why award-winning personal finance journalist Jonathan Clements founded the free newsletter HumbleDollar. He gives us a preview of his soon-to-be-published book, My Money Journey, which chronicles the stories of 30 people who have achieved financial security on their own terms. 

Watch the related WEALTHTRACK episode.

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