8 Things Not to Keep in Your Wallet this Holiday Season

8 Things Not to Keep in Your Wallet this Holiday SeasonYou’re doing your holiday shopping in the midst of those distracting sales and crowds. You’re checking your gift lists (twice!) and your budget. You’re juggling bags and boxes. And you’re paying little attention to your purse or wallet. These are the moments when identity thieves will strike. “Pickpocketing can happen virtually anywhere, and people should be on their guard, especially while shopping this holiday season,” says Ken Chaplin, senior vice…

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Designing a Dividend Portfolio

Designing a Dividend PortfolioOver the years I’ve continued to take on the occasional client in my consulting business; helping a few small businesses, individual investors and the odd institutional investor. Over the past 16 months I’ve been working with a couple whose intentions have been to build their own dividend growth portfolio for retirement after being with various financial advisors for years. Portfolio Construction is one of the most daunting tasks an individual…

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How to Prevent Your Investments From Cracking

How to Prevent Your Investments From CrackingDon’t put all your eggs in one basket. It’s a maxim we have all heard since childhood. The basic premise is that if you must figuratively transport a number of eggs from one place to another, placing all of them in the same basket will expose you to a total loss should the basket fall en route. We hear this admonition in the world of investing all the time as…

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5 Reasons to Love Dividends

5 Reasons to Love DividendsMany investors I spoke to at a three-day investment conference last week extolled the virtues of the dividend stocks they owned. These investors loved how dividend-paying companies seem to just to keep going up, and the dividend money just keeps rolling in. “It almost seems like a scam,” one investor told me. “I do nothing, and the company keeps paying me, quarter after quarter, year after year.” Well, it is…

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