Dividends, Debt & Social Security

With bond yields so low these days, many investors are worried that their portfolios will not produce enough income to meet their needs.

In this paper, we examine the current fixed income environment, and how it is affecting the strategy of different investors. In particular, many investors are considering the replacement of low yield fixed income with higher yield equities that also have the potential of rising in value. We will look at whether stocks paying high dividends are a good alternate strategy. And finally, we will discuss what we believe is the most appropriate mindset to view current yields and their impact on your portfolio.

 

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