Wow. I had to take a second to stop when I typed the title of this article out. I cannot believe it is already 2019. Time continues to fly by and before I know it, I’ll be turning 30 in July. 2018 was such an incredible year for dividend investing and it was unique to watch from a investor’s perspective. We started with the incredible surprise dividend increases at the beginning of the year and ended with a turbulent market (to say the least). Lanny and I were talking about it, but I can’t remember the last time there were so many wild swings on daily basis. But as always, we are prepared and ready to take a methodological approach to investing. I’m starting to ramble, so let’s get back to the task at hand. Each month, we do our best to highlight as many companies that are expected to announce a dividend increase that month. Since we love dividend increases and follow them so closely, we love trying to share the news with you! Here is our listing of expected dividend increases in January 2019!
Tag Archives: Investing
Bert’s December Dividend Stock Watch List
The holiday spirit is in the air and we are closing in on the end of 2018. With Lanny serving a healthy dose of inspiration by sharing with all of us that he crushed a major dividend investing milestone ($12,000 in annual dividend income, aka $1,000/month), I’m as motivated as ever to continue investing as much capital as possible into income producing assets. So today, I sat down and put together my initial December dividend stock watch list. There are a handful of companies on this listing, so lets dive right in!
Bert’s Recent Stock Purchase – United Parcel Services (UPS)
The start to December has provided some rocky moments in the market, to say the least. There was a new stock that popped up on my screener (which will also be on my watch list going forward at these levels). It is the holiday season and I’m sure you have seen their delivery trucks buzzing around the neighborhood. Here is why I have initiated a position in United Parcel Services (UPS).
Bert’s November Dividend Income Summary
It’s the most wonderful time of the year! The winter is upon us and the holiday season is right around the corner. It is time to bust out the Christmas Trees, decorations, menorahs, and whatever else you and your families use to celebrate the holidays. I know our house is ready to go! On top of it, it is officially the most exciting dividend month of the year…December! But before I jump ahead, now that it is a new month, it is time to summarize the results from the previous month. Here is my November Dividend Income summary!
Bert’s November Stock Purchases
Like Lanny, as he noted in his November purchase article, this has been a relatively quiet month from a purchasing perspective. After a crazy October that saw wild swings in the market and a lot of small purchases, November was calmer as many companies rebounded from that rough October. Of course though, there were some opportunities that presented themselves. I had to dip my toe in the market a little bit, right?? Here is a summary of my November stock purchases!
Health Savings Account – Explaining the Account & HUGE Tax Benefits
This year, we have rolled out our financial education series. The goal of the series is to educate investors and individuals seeking to improve their finances, whether they are just starting out on their journey or are far along. We’ve covered topics such as “What Is A Dividend?” and “Who and What Is Vanguard?” and “What is the S&P 500?” Now, we wanted to cover a topic that can save individuals on their annual taxes, provide a savings account for health expenses, and the kicker, even provide investors with some additional dividend income. Sounds great, right? There are some catches. So let’s dive in an learn what a Health Savings Account is and some of the benefits that come along with it.
What is the S&P 500?
How many times have you read somewhere or heard someone state the “S&P 500 is up or down X% today?” Or have you heard someone say that they own a mutual fund or ETF mirrors the S&P 500? Lastly, have you read one of our stock analyses where we compare a company’s price to the S&P 500 to determine if the company is undervalued? If you are a beginning investor, when asking those or similar questions to yourself, did you even stop and wonder what exactly the S&P 500 is?
This year, we have started our financial education series where we educate investors of all experience levels about various topics. We’ve covered topics such as Who and What Is Vanguard?, What is the Dividend Payout Ratio?, and What is a Dividend? In this article, we will take a deeper dive into the S&P 500, explain what the stock market index is, provide a background, and review how the S&P 500 determines which stocks are included in the index.
