Recent Buy – Realty Income (O)

After a record December, I was looking to start 2018 off on an aggressive note.  I play to push my limits in 2018 and hopefully provide a lot of fuel to my investment portfolio.   Despite the fact that the market has also started off on a tear, a few opportunities have presented themselves.  After watching the price of REITs such as Realty Income and HCP (Lanny’s latest purchase) continue to fall, I knew that a purchase was inevitable.   Let’s see why I added to my position in Realty Income!

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Bert’s December Dividend Stock Watch List

I cannot believe I am about to say this, but here it goes.  For the FINAL time in 2017, I am going to take a deep dive and prepare a watch list full of dividend stocks that are on my radar because they are potentially undervalued.  This market is as expensive as ever and the S&P 500 continues to soar to new highs.  So finding great dividend stocks that are currently trading at a discount was definitely a challenge.   However, I was able to find three stocks that have caught my attention.  Let’s dive in and take a look at the final 2017 edition of my dividend stock watch list!

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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

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