Bert’s October Dividend Income Summary

Another month.  The leaves are changing, Halloween is behind us, and I have officially ate way too much Halloween candy!  My wife and I love the fall season and even had a chance to go apple picking before the weather was too cold and make some fantastic desserts with our haul.  But that’s not the point of this article, is it?  Each month, we like to summarize our results and check out the growth and progress we are making in terms of dividend income.  Lanny kicked off the festivities by announcing a very nice 10.96% increase compared to last year.  Let’s see how well I can perform.  Here is my October Dividend Income summary!

dividend income Continue reading

Facebooktwittergoogle_plusredditpinterestlinkedinmail

What are the Differences Between Mutual Funds and ETFs?

This year, we launched our financial education series.  The purpose was to educate investors on various aspects of dividend investing or just investing in general.  Some articles have been as fundamental as “What is a Dividend?”  while some articles took a deeper dive into a topic, such as “What is a REIT and How Are Dividends From a REIT Taxed?”   Today’s article will take a step out of the dividend specific topic and explain the differences between mutual funds and ETFs.  Both types of investments are important diversification options and are similar (but with some key differences).   And of course, as you would expect, there will be a dividend twist at some point in this article!  Let’s start peeling back the layers!

Continue reading

Facebooktwittergoogle_plusredditpinterestlinkedinmail

5 Financial Mistakes I Made in My 20s and How They Cost Me Thousands of Dollars in Dividend Income

Mistakes.  We’ve all made them.  I’ve made my fair share of mistakes over the years, professionally and personally.  Sometimes, the best way to learn is to experience the pain yourself.  It is funny, my mom and I were talking over the weekend and she told me that my grandpa always used to tell her that “learning is expensive.”  This didn’t specifically relate to education, either.   This related to different life situations her and my dad encountered over the years.   This year, I’ll be turning 29.  My 20s will soon be in the rear-view mirror.   I’ve made plenty of financial mistakes over the years that have likely cost me a lot of dividend income.  With the benefit of hindsight, I wanted to share my top 5 financial mistakes and calculate the true impact they had on my life and my dividend income.

Continue reading

Facebooktwittergoogle_plusredditpinterestlinkedinmail

Bert’s Fourth Quarter Goals Review

Goals.  Man setting lofty and ambitious goals are so important to achieving success. I’m relatively new to the goal setting process and only started doing so just a couple of years ago.  At first, I only set annual goals; however,  after the third quarter, I took a new approach to setting goals.  I created a list of four life and finance goals to compliment my lofty annual goals.  The thought was I could focus on taking care of both little and big rocks during the quarter instead of focusing my attention solely on those lofty annual goals.  In this article, I plan on reviewing these four fourth quarter goals.  Let’s take a look at these goals and see how I performed.

Continue reading

Facebooktwittergoogle_plusredditpinterestlinkedinmail

Dividend Diplomats’ Recent Buy – AT&T (T)

We weren’t kidding with our dividend stock watch lists posted earlier this month, expected dividend increases and even tweeting about how the market is opening up opportunities.  It is always exciting  when dividend aristocrats go on sale and one has capital to deploy.  Due to the frugal lifestyle that Bert & I live, we were able to strike when the stock market took a few steps back.  The end of October & early November has opened up quite a few opportunities in the dividend investing arena and what do Dividend Diplomats do best?  You called it, brother, dividend investing of course!  Let’s dive in to see our recent purchase that we both ended up buying for our respective dividend stock portfolios!

Continue reading

Facebooktwittergoogle_plusredditpinterestlinkedinmail

Bert’s Q3 2017 Goals Review

Three quarters down, one to go.  2017 is rapidly coming to a close.  October is one of my favorite months.  My wife and I love the fall weather, playoff baseball is back, and some of my favorite holidays are right around the corner.  If you recall, at the end of December I set five goals for myself.  I knew some of the were stretch goals, but it has been a blast aiming for them anyway.  Each quarter Lanny and I review our goals to check our status and see what possible changes may need to be made.   Let’s jump in an perform my Q3 goals review.

Energie-Check-up-II1

Continue reading

Facebooktwittergoogle_plusredditpinterestlinkedinmail

My Recent Stress & Finding New Ways to Combat It

The last month or so for me has been, oh how do I say it…crazy.  And I’m not going to lie, a lot of the craziness and stress has been self-induced.  Through all of this, I’ve learned that a lot of my typical de-stressing activities were suddenly not doing the trick anymore.  It has slowly trickled through to a lot of different aspects of my life and it sucks.  At times, my typical upbeat self has felt anything but that.  With typical methods not working, I have been searching for other means to de-stress.

Continue reading

Facebooktwittergoogle_plusredditpinterestlinkedinmail