Introducing a Growth and Dividend Portfolio Option for Retirees

We believe that generating an increasing stream of income to keep up with taxes and inflation should be the primary investment objective for retirees drawing on their portfolios, and this is the objective of our dividend income model. But, some retirees worry that they could be missing out on opportunities that growth investing might offer, especially when dividend-paying stocks are out of favor. Tune in to learn why managing money with guardrails now gives us a comfort level to offer our blended dividend and growth model as an option for certain retirees. Is it right for you? It depends.