Lanny’s March Dividend Income Summary

We know what time it is.  This is one of the best months to be a dividend investor, as we wrap up a quarter-end.  The market finished off an impressive note, closing up 13% for the year, thus far.  The weather is finally warming up, as I believe we even received a 60 degree day or two in the month.  This was a fantastic month of investing and earning dividends, which truly shows the power of time and consistency pushes you forward.

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Combining My Health Savings Accounts and Adding Dividend Income Along the Way

There are always fun wrinkles when you change employers.  You cross your fingers and hope they have the same 401k brokerage, the same Health Savings Account provider, and same health insurance provider to make things easy.  Unfortunately for me, I struck out on all three.  After receiving my second HSA card in the mail a few months ago, I quickly became annoyed with having two accounts.  So I decided to look into this further and determine if I should keep two separate Health Savings Accounts or combine the two accounts.

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Who & What is Vanguard?

What does it mean when someone says, “Oh, I Vanguard” or “I use Vanguard”.  There is even a line or two when people talk about investments in a conversation, and someone says, “I let Vanguard handle everything”.  Well, my goal is to explain and put that to rest.  This all came from an interesting conversation with one of my best friends.  He felt that this information was necessary for the community to read.  Especially those starting out to invest and wanting to know more terminology, where it comes from, what it means and the impact to them.  Therefore, I will do my best to explain the “who” and the “what” in Vanguard.

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Bert’s June Dividend Income Summary

Half of 2018 is officially in the books!  I am also another year older and have one year left to enjoy my 20s.  2018 has been an investing year unlike any other in the past.  There have been a ton of great buying opportunities and companies are providing shareholders with some crazy dividend increases and share buyback programs.  Lanny and I are having a blast following the twists and turns of Mr. Market.  Now that another month has come to a close, it is time to take a step back and review the dividends received during the month.   Here is my June dividend income summary!dividend income Continue reading

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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 December Dividend Income Summary

December is THE BEST month to be a dividend growth investor.  Not only is it the third month of the quarter the most popular month to pay a dividend, but December is also the month where mutual fund companies pay their capital gains distributions!  Whoo.  Lanny and I were refreshing Vanguard’s website hourly (okay, probably less frequent than that) since we were eagerly awaiting the results.  For Lanny, the results WERE INSANE as he crossed $2,000 in dividend income for the first time ever.  Lanny congratulations my man.  Just incredible!  While my portfolio is far behind his (one day I’ll catch you Lanny!), my December’s have historically been strong.  If I ever had a chance to record a record level of dividend income and beat him this month, it would be in December.  So now, let’s dive into the details and check out my December dividend income summary!

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Bert’s December Dividend Income Summary

I’ve been getting excite to write this post ever since I published my November 2016 dividend income summary.  Why?  Because December is the BEST DIVIDEND INCOME MONTH OF THE YEAR!  Not only do we receive dividends from the majority of companies in our portfolio, but we also receive distributions from our mutual funds.  More often than not, the capital gains distributions cause you to fall out of your seat as the number never seems to disappoint, especially when you have been contributing to your 401k throughout the year.   Now that it is officially 2017, time for me to perform my final dividend income summary of 2016!  Let’s see my December dividend income figures!

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