Bert’s January Dividend Income Summary

The calendar has turned and we are off to the races in 2018.  It has busy month and our busy season has been intense.  But that hasn’t stopped us from closely monitoring our portfolios and the excitement that is happening in the stock market.   We all finished December strong and as a community 39 of us were able to receive of $30,000 of dividend income.  It was a record-setting month for a lot of us, including myself.  And now that 2018 has started, it is time to keep the momentum going.  With one month down, I thought it would be as good as a time as ever to publish my first dividend income summary of 2018.  Time to check out my January dividend income summary!

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Bert’s November Dividend Stock Watch List

Black Friday and Cyber Monday are looming folks.  While others will spend hours upon hours waiting in line to capture those “Doorbusters,”  I’ll be engaging in a different form of shopping.  Shopping for dividend growth stocks!   Each month, Lanny and I will put together a short list of stocks that have caught our attention and are strong contenders to be purchased when the timing is right.   I’m hungry to add some forward dividend income to my portfolio this week, so let’s dive right in and see which stocks are on my November dividend stock watch list.

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No Choice but to Roth

Hello everyone!  I know the article title may seem puzzling, trust me, as I didn’t like typing that phrase out myself.  However, there are certain things that you “know” when starting the year, that you may struggle to come to light with, when it comes to your finances and this happens to be one of them.  Obviously this isn’t a purely negative article, but it’s something I have had to come to light with – if I want to contribute to an IRA account this year, no matter what, I have to do a portion into my roth account.  Find out why below! Continue reading

Portfolio Update – Introducing Our Family Portfolio

For the last few years, I have reported religiously the happenings of my portfolio and every cent in dividend income I have received.  Looking back, it is insane to see how fast my portfolio has grown in such a short period time and I love seeing similar growth rates in so many other people in the dividend investing community.  Man is it a lot of fun!  But there has been one key piece of the equation I have kept under wraps from all of you…the happening of my wife’s portfolio and the impact it is having on our “Family Dividend Income” and not just mine.  So for the first time on this blog, I would like to discuss my wife’s investment portfolio and briefly discuss how I will begin reporting things differently here on our blog!

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Bert’s November Dividend Stock Watch List

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

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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Strategy Adjustment – Taxes… (Series, Part 1)

Very strange article title, isn’t it?  To begin, I love dividend stocks to invest in.  I love the pursuit to financial freedom and to be completely independent in the decision of what to do with my time.  As with that time – happiness is what truly matters, and making a difference in others lives.  I want to do that, NOW, Tomorrow, the next day and so on.  I want to be able to spend as much time with friends and family as I see fit in my life and to help others that are in need.  In doing some “deep-thinking” on how to further expedite this, maximize my money, which buys time, I have changed a strategy of mine.  The target?  Taxes.

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