A Curious Email Teaches Us About Dividend-Paying Stocks

Join us as we unpack the market's movement in 2019, learn about the Russell 2000 Index, and take a question from Roger on dividend-paying stocks.
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Today’s Question:

Join us as we unpack the market’s movement in 2019, learn about the Russell 2000 Index, and take a question from Roger on dividend-paying stocks.

In The News:

[1:45]Goldman Sachs Economists Predict Slim Chance Of Market Correction

  • Nathan teases and points out that Goldman Sachs economists are incentivized to get people to invest in Goldman Sachs products.
  • Goldman Sachs economists aren’t necessarily wrong, but they’re biased, and it’s truly impossible to predict the market.
  • Invest for the long-term. The market can still perform well in a recession.

The Financial Dictionary:

[6:06]The Word Of The Day Is “Russell 2000”

  • The Russell 2000 Index tells us how the 2000 smallest companies in the United States are performing. These are called “small cap companies.”
  • We focus on the S&P 500 and the Dow Jones Industrial Average, and we forget about the smaller players.
  • Diversify. Own large cap, mid-cap, and small cap companies.

The Mailbag:

[9:07]Roger Asks About Dividend-Paying Stocks

  • Roger owns an after-tax account with investments that pay dividends each year. However, those dividends are taxed, and he’s concerned about that.
  • Nathan explains how it doesn’t matter where your investment returns originate.
  • Nathan suggests Roger not focus on high-dividend paying stocks.
  • Retirees need to generate income, and sometimes, they focus so much on doing so that they lose diversification.

A Point Of Wisdom:

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Nathan O’ Bryant is the founder of O’Bryant & Associates, Inc., a Registered Investment Advisory firm in the state of TN. He’s been helping people plan for retirement and their financial futures for more than 15 years.

The weekly podcast features discussion and excellent guidance on the important financial planning questions we all have. Whether it’s tax planning, retirement income, social security or the stock market, you’ll find that no topics are off limit on this show.

YOUR HOST

Nathan O’ Bryant is the founder of O’Bryant & Associates, Inc., a Registered Investment Advisory firm in the state of TN. He’s been helping people plan for retirement and their financial futures for more than 15 years.

The weekly podcast features discussion and excellent guidance on the important financial planning questions we all have. Whether it’s tax planning, retirement income, social security or the stock market, you’ll find that no topics are off limit on this show.

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