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June 25, 2024 33 mins
Are you on the hunt for an investment strategy that can weather any storm?  Join hosts Jerry Goodman and Megan Hubbard in this episode of 'The Organized Investor PodCLASS' as they take a deep dive into the principles of dividend growth investing. Drawing an analogy to a legal discovery process, they guide you through evidence-backed strategies that work to enhance your long-term financial future. Key Highlights: Personal Touch: Jerry and Megan weave professional insights with personal anecdotes, making complex financial strategies approachable and relatable Core Investment Principles: Emphasis on investing in companies with a history of growing dividends annually, a strategy proven to offer stability and growth DSIP List Success: Discover the Diversified Stock Income Plan (DSIP) list from Wells Fargo, boasting a 30-year average annual return of 12%, outperforming the S&P 500's 9.6% Exhibit B: Summary of a Ned Davis research report showing that dividend-growing stocks outperform the S&P 500 over a period longer than 30 years Exhibit C: Insights from past episodes detailing the performance of 84 advisory accounts managed with a dividend growth strategy, achieving an average net return of 14.06% per year over five years Educational Approach: Learn the importance of repeating key concepts to ensure they sink in, as Jerry likens it to the rinse-and-repeat process in hair washing Engagement:  Encourages listeners to review their investment performance and compare it with the dividend growth strategy, offering assistance for those needing help And much more!   Connect with Jerry Goodman and Megan Hubbard:  The Organized Investor LinkedIn: Jerry Goodman jerry@tnwealthmgt.com megan@tnwealthmgt.com Office: 865-415-2060 Megan:  865-415-2070
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