Using Cash Flow to Provide Meaningful Income

While interest income from bonds tend to be a retirement portfolio staple, it is not nearly as attractive or powerful as dividend income from stocks. Companies tend to increase dividend payouts over time allowing increasing income streams to help offset the rising cost of goods and services due to inflation.

Dividend-paying stocks have outperformed other sectors of the market over long periods. Matching dividend income cash flow into the portfolio to the cash flow out to fund retirement income is the key component of designing a successful income strategy.


Source: Morningstar, Total Return.

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Past performance does not guarantee future results. Indices are unmanaged and cannot be invested in directly.

An investment in the Funds is subject to risk, including the possible loss of principal. There is no guarantee the Advisor’s investment strategy or quantitative models used in the investment strategy will be successful. To the extent that a Fund invests in dividend-paying equities, if stocks held by the Fund reduce or stop paying dividends, the Funds’ ability to generate income may be affected. Small and medium capitalization companies may involve greater volatility and risk than investing in larger and more established companies. Foreign and emerging market securities carry additional risks such as currency fluctuation, economic or financial instability, lack of timely or reliable financial information, or unfavorable political or legal developments.

For a full list of investment risks associated with the funds, including but not limited to market risk, portfolio turnover risk, securities business risk, mortgage-backed securities risk, master limited partnership risk, real estate investment trust risk, ETF risk, and trading price risk, please read the prospectus.

Cash Flow: the net amount of cash and cash equivalents being transferred into and out of a business. S&P 500 TR Index: includes a representative sample of large-cap U.S. companies in leading industries where all cash payouts (dividends) are reinvested automatically. S&P 500 High Dividend TR Index: designed to measure the performance of 80 high yield companies within the S&P 500 and is equally weighted to best represent the performance of this group, regardless of constituent size.