Tag Archives: Investing

5 Easy Ways to Save During the Holiday Season

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The holiday season is rapidly approach here! And you know what that means, a lot of gifts and a lot of swiping of your credit cards.  But just because the holiday season is here does not mean that you have to break the bank to enjoy it.  Heck, there are many ways to enjoy the holidays frugally and keep the expenses down as low as possible.  In this article, I wanted to share the five easy ways my wife and family keep our costs down and avoid unnecessary spending without sacrificing the spirit of the season.   Time to check them out!

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Bert’s November Dividend Stock Watch List

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Lanny said it best, the post election stock market has been crazy.  A lot of industries that have been trading at a discount, financials and REITs for example, have soared while other stocks that have traded at highs over the years are approaching buy-able levels again.    Recently, I was able to knock out one of my 2016 investing goals by crossing $3,250 in projected dividend income; now, I have another goal in sight….investing at least $20,000 in “New Capital” into the market.   I’m ready to keep the pedal to the metal and take advantage of some more opportunities that Mr. Market has presented us.  Time to check out my November Dividend Stock Watch List!

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One Downside of a Roth IRA

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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.

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Recent Buy – Realty Income (O)

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I figured you all would see this coming considering one of my last posts and involved performing a dividend stock analysis over one of the most population REITs in the dividend investing community and I recently featured the company on my last watch list.   But this week, I took some capital off the sidelines and put it back into the market as stock prices continue to tumble.  Time to share with you the newest addition to my portfolio, Realty Income (O)!

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Bert’s October Dividend Income Summary

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Happy Halloween everyone!  The fourth quarter started out with a bang and we are closing in on the new year quickly.  I still cannot believe we are closing in on 2017; hopefully it will be as exciting for all of us as it is setting up to be for Lanny.   The end of the month is always the best because it allows us to reflect on the growth we experienced  over the last 30 or so days.  I love seeing what the two of us and the dividend investing community were able to earn without lifting a finger.  Now, it is time to take a look at my October Dividend Income summary!

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VF Corp (VFC) Stock Analysis

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Today is a stock analysis in an industry not traditionally covered by most from articles that I read and see.  Everyday we put clothes on, go to outlet malls and department stores to look at the new fashion that is available and what new styles are “in season”.  What about if you could own a company that makes these items that the majority of the public wear, day in and day out.  Also, what if they also paid you a very solid dividend?  Let’s check this out…

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I Need to Read More

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This one is out of left field, I know, but I’ve been thinking about this a lot recently.  It is a phrase that almost everyone states or thinks, but rarely acts on.  How many have you said ….”I need to read more.”  Well, over the past few months, I have been trying to act on this phrase a lot more and follow through with the whole reading thing.   This article isn’t rocket science nor am I sharing the secret to investing or life.  I just wanted to share my experience with you and see if you have any tips to help keep me reading at night.

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