All About Dividend Investing

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McGraw Hill Professional, Nov 22, 2004 - Business & Economics - 256 pages
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Dividends are king in today's uncertain stock market, with more investors every day looking to add the stability and long-term performance of dividend-paying stocks to their portfolios. All About Dividend Investing takes a clear-eyed look at this new environment, then provides a comprehensive, step-by-step dividend-investing approach designed to reduce short-term risk while maximizing long-term growth. This timely book introduces popular methods for screening dividend-paying companies, explains how the new tax laws will affect corporate policy and investor behavior, and more.

 

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Contents

The Compelling Evidence for Dividend Investing
1
Dividends 101A Basic Primer
13
New Advantages of Dividend Investing
25
Head Start for Income Investors
39
Advantages for Growth Investors
61
Doing Your Homework
73
Filling Your Toolbox
103
Laying the Foundation
117
Building Your Portfolio
135
Safeguard Your Capital
157
DRIPs Folios and Mutual Funds
173
Staying On Course
191
Glossary
197
Index
213
About the Authors
225
Copyright

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Common terms and phrases

Popular passages

Page 131 - Give a man a fish, and you feed him for a day. Teach a man to fish, and you feed him for a lifetime.
Page 57 - Don't gamble"; take all your savings and buy some good stock and hold it till it goes up, then sell it. If it don't go up, don't buy it.
Page 201 - No-load fund: Mutual fund offered by an open-end investment company that imposes no sales charge (load) on its shareholders. Investors buy shares in no-load funds directly from the fund companies, rather than through a broker, as is done in load funds. Because no broker is used, no advice is given on when to buy or sell. Nominal return: The actual current dollar growth in an asset's value over a given period. See also Total return and Real return. Nonqualified contract: An annuity that is not used...
Page 201 - Funds are not managed individually as they may be by a private money manager. Mutual Fund Families: A mutual fund sponsor or company usually offers a number of funds with different investment objectives within its family of funds. For example, a mutual fund family may include a money market fund, a government bond fund, a corporate bond fund, a blue chip stock fund, and a more speculative stock fund. If an investor buys a fund in the family, he or she is allowed to exchange that fund for another...
Page 200 - Load Funds: A mutual fund that is sold for a sales charge (load) by a brokerage firm or other sales representative. Such funds may be stock, bond, or commodity funds, with conservative or aggressive objectives. The stated advantage of a load fund is that the salesperson will explain the fund to the customer and advise him or her when it is appropriate to sell as well as when to buy more shares.
Page 200 - ... distribution if the taxes are not too burdensome when they become eligible. Management fee: Charge against investor assets for managing the portfolio of an open- or closed-end mutual fund as well as for such services as shareholder relations or administration. The fee, as disclosed in the prospectus, is a fixed percentage of the fund's asset value, typically 1% or less per year. Margin: A loan often offered to investors by broker-dealers for the purpose of allowing the investor to purchase additional...
Page 69 - I'm living so far beyond my income that we may almost be said to be living apart.
Page 9 - What is a cynic? A man who knows the price of everything, and the value of nothing.
Page 30 - Dividends received are not eligible for the reduced rates if a taxpayer does not hold a share of stock for more than 60 days during the 120-day period beginning 60 days before the ex-dividend date.
Page 201 - This is defined as the market value of each share of a mutual fund. This figure is derived by taking a fund's total assets (securities, cash, and receivables), deducting liabilities, and then dividing that total by the number of shares outstanding. Net Trade: Generally, this is an over-the-counter trade involving no explicit commission. The investment advisor's compensation is in the spread between the cost of the security and the price paid by the customer.

About the author (2004)

Don Schreiber Jr., CFP, is the founder, president, and CEO of financial consulting firm Wealth Builders.

Gary Stroik is a vice president, as well as portfolio manager and chair of the investment committee, at Wealth Builders.

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