One Downside of a Roth IRA

I’m starting with a disclaimer here.  We could debate for hours the pros and cons of a Roth IRA; Heck, Lanny has written about both sides of the Roth vs. Traditional argument already…first about maximizing your Roth IRA contributions for 10 years and then writing about his plan to use a Traditional IRA going forward during the summer.  What am I proving here?  There is not a one size fits all approach and using a Roth or a Traditional account may (and should) change as your financial situation changes.   This last week I experienced one of the downsides of a Roth IRA and I wanted to share it with all of you.

Roth IRA

Continue reading

Facebooktwittergoogle_plusredditpinterestlinkedinmail

Bert’s September Dividend Income Summary

3 quarters down….1 quarter to go.  Fresh off my recent 2016 goals review, I am inspired and looking forward to an exciting finish to 2016.   The 3rd month of the quarter always brings an exciting dividend income summary because of the mutual fund payouts.  And I can’t wait to show you the progress I have made in just 12 months.  Let’s dive in and take a look at my September dividend income summary.

dividend income Continue reading

Facebooktwittergoogle_plusredditpinterestlinkedinmail

Bert’s 3rd Quarter Goals Review

We are rounding third and heading home here.  Considering the Cleveland Indians clinched the AL Central Division title this week, I figured a baseball reference to start the article off was pretty appropriate.  Let’s see if they can capture some of the same postseason magic the Cavs had during their run in May/June.   At the end of each quarter, Lanny and I review our annual goals to monitor our progress towards hitting these marks.  If we are on pace…great.  If we are off track, well there is still time to make some adjustments despite the fact there are only three months remaining.  Time to dig and perform my third quarter goals review.

Energie-Check-up-II1

Continue reading

Facebooktwittergoogle_plusredditpinterestlinkedinmail

Recent Buy – Cardinal Health, Inc. (CAH)

This week, I officially jumped back into the marketplace.  It feels like it has been a while and finding great stocks at a value has been difficult (which is part of the reason why Lanny’s portfolio has sky-rocketed over the last few months).   If you have been following the blog over the last few weeks or if you read the title to the article before clicking, the stock I purchased this week shouldn’t be a surprise.   Time to see where I allocated my capital this week.

Continue reading

Facebooktwittergoogle_plusredditpinterestlinkedinmail

Dividend Stock Analysis – Cardinal Health, Inc. (CAH)

A few weeks ago, I ran a stock screener and published my August dividend stock watch list.  That screener had a new entrant that seemed to check most of our boxes for investing, Cardinal Health (CAH).  Headquartered in the buckeye state, I instantly had flashbacks to college recruiting events since they sponsored A LOT of events at college.   The stock price continues to fall, so I wanted to perform a detailed analysis on Cardinal Health before committing to buy this healthcare company.  Here it is, my dividend stock analysis over Cardinal Health!

image

Continue reading

Facebooktwittergoogle_plusredditpinterestlinkedinmail

Bert’s August Dividend Income Summary

We’ve closed the chapter on yet another month of 2016.  Time moves so fast…it is unreal.   It seems like just yesterday I was typing up my July dividend income summary and feeling excited for what was in store for me in August (probably because we went on our honeymoon!).   I received my last dividend of the month a few days ago, so it is finally time to once again share my results and track my progress as I race towards completing my 2016 goals.  With that being said, here it is, my August Dividend Income Summary!

dividend income Continue reading

Facebooktwittergoogle_plusredditpinterestlinkedinmail

Bert’s July Dividend Income Summary

After coming off the highs of our June dividend income summary, we now get to report on the lowly first month of the quarter now that July has come to a close.    Last month, I was able to post a 56% annual growth rate, and a lot of that had to do with the purchases I had in the first half of the year.  Some how, some way, all those purchases seemed to pay a dividend in the third month of the quarter!   I’m not expecting those kind of results here, so let’s see how I performed during the month and if I was able to defeat Lanny’s dividend growth rate during July.  Here is my July dividend income summary!

dividend income Continue reading

Facebooktwittergoogle_plusredditpinterestlinkedinmail