Retirement Income

Supporting Retirement Income with Strategic Dividend Investing

Our Retirement Income Model is designed to generate income for retirees by focusing on strategic dividend investing. Unlike traditional withdrawal strategies such as the “4% Rule,” this approach generates income through dividends, reducing the need to liquidate investments during market downturns and offering potential for greater flexibility and stability.

Our methodology focuses on dividend value investing, which combines consistent income with growth potential, offering a compelling alternative to fixed-income products like CDs and Treasury securities. By building diversified portfolios across sectors and adhering to disciplined rebalancing strategies, we aim to deliver reliable, sustainable income while preserving and growing investment capital over the long term.

With strategic asset allocation at its core, our approach prioritizes tailored investment solutions aligned with each client’s financial goals, risk tolerance, and time horizon. Our evidence-based, passive investment strategies challenge the inefficiencies of traditional active management, providing clients with a transparent, research-driven plan to support their retirement goals.

Discover how our Dividend Income Model may help you pursue retirement income while also seeking growth opportunities.

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^{Dividend-focused strategies involve risks, including the potential for dividend reductions or eliminations, and may not provide consistent income. Investment returns and income are not guaranteed, and clients may lose money. This material is for informational purposes only and does not constitute a promise of results or specific outcomes.}