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The Case for a High and Growing Dividend Stock Strategy in Retirement Portfolios
Published in Investments & Wealth Monitor, November/December 2008
Winner of IMCA's 2009 Stephen L. Kessler Writing Award

As a baby boomer, I am amazed by the disparity in the retirement income discussion within the financial advisor community. The discussion ranges from a simplistic comparison of product features to one that is academic and grounded in a holistic financial planning process. For those advisors who take a process approach to retirement income, there is a broad body of academic research regarding spending policies, tax planning techniques, and evolving asset allocation strategies. The goal of this research is to enhance the client’s annual spending in retirement and the sustainability of the retirement portfolio for 30, 40, or possibly 50 years. Read the article.