Tag Archives: income

Dividends Are Different

[alert_box style="message" close="no"]Here is a link to the pdf: Dividends Are Different.[/alert_box] OVERVIEW There has been abundant discussion regarding the utility of dividends. Many investment models rely on factors or other strategies in their attempt to increase returns or reduce volatility. These approaches generally focus on total returns and brush dividends under the rug. Some…
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Structured Financial Planning

Our Structured Investment Income (SII) strategy attempts to extract the primary advantages of annuity and SWR strategies while addressing two of their major drawbacks: costs and market dependency.

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