Can you retire on the S&P 500 alone? This is the question that the author of today’s article examines, stating the following: “For investors just starting out and dollar-cost-averaging into their ROTH IRAs or 401ks, an S&P 500 Index Fund can be a good foundational holding. But what about as you age and prepare to retire? Can a well-diversified large cap stock fund such as the S&P 500 (or a “Total” Stock Index) provide you the ongoing income you will need in your later years?” For his analysis of – and answer to – this question, CLICK HERE.
Three things happened around the time that the last two bear markets began: the 2-to-10-year part of the yield curve inverted briefly, the Federal Reserve cut interest rates for the first time in years, and the S&P 500 peaked in value, before plummeting from that peak. Sound familiar? However, while recession worries are mounting, the author of today’s article argues that a recession won’t necessarily wreck the retirements of those who are recently retired or nearing retirement – but something else might. For more, CLICK HERE.
“If you want to have an income-rich retirement, you’ve got to have a diversified basket of dividend stocks that will deliver both capital appreciation and income growth,” states the author of today’s article – and this assertion is backed up by a study that looked at the returns of S&P 500 stocks over a 33-year period. The author proceeds to highlight what he deems to be the seven best stocks when it comes to this winning combination of above-average capital appreciation and income potential. To find out what these seven stocks are, CLICK HERE.
In today’s article the author lays out “an easy way to use the S&P 500 Dividend Aristocrats – companies that have hiked their dividends for 25 years straight or more – to build a durable income stream you can retire on.” Specifically, he presents a five-stock Dividend Aristocrat portfolio with the potential to generate $112k of retirement income from a $500k portfolio. To read more about this portfolio – including which five Aristocrats it is comprised of and why, income growth projections and the “secret weapon” that can be used to counter inflation – CLICK HERE.
The author of today’s article highlights three ETFs that, together, he believes provide the perfect retirement strategy. How? One invests in short-term, investment-grade bonds, one invests in high-yielding dividend stocks, and one invests in the top growing companies in the S&P 500. Here’s what the author has to say: “With a three-pronged strategy of bond, dividend growth, and capital growth-focused investments from these ETFs, you can balance your short-term need for income with your longer-term need for growth. That combination can give your retirement portfolio the tools it needs to put more money in your pocket throughout your retirement.” To find out what these three ETFs are, and to read more about how to effectively manage them for a secure retirement, CLICK HERE.
After cohabitating with the financial sector, real estate is moving into its own place later this year – becoming its own sector in the S&P 500 and MSCI equity indexes – and, as today’s article highlights, this move is expected to increase the profile and appeal of real estate investment trusts among investors. Here’s what Barron’s has to say: “Separating real estate from financials will draw attention to REITs’ distinct portfolio dynamics: The trusts are income-oriented and offer higher dividend yields….” The article proceeds to highlight five REITs to consider in advance of this change. To see what these five REITs are, and to read more about what experts expect from this new solo sector, CLICK HERE.