$1M : Min Account Size For New Business, $3-10M : Typical Size Of Households, $2-6M : Typical Net Worth Of Relationships, $1.4B : Team Assets (Custodied)
도서명: Intelligent Investing: Your Guide to a Growing Retirement Income. 가격: 30,350원. 지은이: Steve Booren (지은이). 출판사: Prosperion Financial Advisors. ISBN: 9781949639421. 책 가격비교, 도서가격비교
https://prosperion.us/financial-advisors/booren-group/dividend-growth-strategy/ 8. 배당 성장 투자의 위험성 보장된 것은 아무것도 없다. 앞으로 배당금이 줄어들지, 주가가 하락할지는 아무도 알 수 없다. 배당 성장 투자는...
Read any financial website, and you’ll find a common thread among the headlines: The market is overvalued. By several historical measures, the stock market appears to be ahead of itself. Valuations are high, and value-focused investors like Berkshire Hathaway Co-Chairman Charlie Munger are calling for a “lost decade,” one in which gains are non-existent while the underlying companies catch up to their lofty prices. Ask anyone purchasing lumber these days, and they will tell you that buying...
Wealth is a mindset. In my years as a financial adviser, I’ve worked with many wealthy individuals who have everyday-type jobs. From bus drivers to teachers, entrepreneurs to an administrative assistant at a Chamber of Commerce, I’ve learned that income is not the best determinate of future wealth. Instead it’s a mindset, one I like to call the prosperity mindset. A prosperity mindset takes a look at the whole equation: your daily spending, saving for your future, and yes, even how much you make. But more importantly, it focuses on what y ...
Japan has 140 businesses that are more than 500 years old — operating around twice as long as the oldest companies in the United States. Nineteen of their businesses claim to have existed since the first millennium. Let that sink in for a moment. From plagues to wars, natural disasters to collapsing economies, these ultra-durable businesses have encountered it all. And while no single characteristic can justify their longevity, one trait stands out: a lack of debt. Let’s start with a big exa...
Have you maxed out your 401(k) or SEP/IRA? ; Have you maxed out a “back-door” ROTH IRA? (This can be a smart move for people wanting tax-free compounding, but are excluded from a ROTH due to high compensation or maxed out 401(k) or SEP/IRA.) ; Have you paid off your high-interest debt? ; Have you paid off your mortgage?
My son and I were in the car driving to the store as he struggled to plug in his phone with a USB cable. He flipped the cable back and forth a few times before it finally slipped in. “If I had a superpower, I hope it would be to knowing which direction I should use when plugging in a USB cable.” · Over decades of advising families, I’ve studied their investment behavior. From those who made mistakes to those who succeeded, a list of significant practices naturally came to mind. These “superpowers” help make investors successful. They ...
At a party given by a billionaire on Shelter Island, the late Kurt Vonnegut informed his friend, author Joseph Heller, that their host, a hedge fund manager, had made more money in a single day than Heller had earned from his wildly popular novel, “Catch-22,” over its entire history. Author Heller responded, “Yes, but I have something that he will never have — enough.” · From the book, “Don’t Count on It” by the late John Bogle, this story is a welcome reminder of the dangers o...
With the year coming to an end, 2018 has been a tumultuous one for investors. For the first time in 46 years, there has not been a clear winner in any asset class: from stocks to bonds, emerging markets to precious metals. As of this writing, none are on track to generate a better than 5 percent return, according to a recent article from Bloomberg. With all the attention focused on performance and prices, little appreciation goes to what we believe is a most desirable outcome for investors: income. Why do most people invest? Income. ...