Investment Alert 2020

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Investment Alert | March 2020

We are in the midst of the most irrational investor behavior since 1987, as I write about in the letter to our clients quoted below. Our current buy list includes Great American Companies that have strong financials, positive earnings and dividend growth potential, and have increased their dividends annually for over 25 years—several for over 50 years. These issues are providing income that is 4 to 7 times greater than rates on certificates of deposit, savings, and, for the first time in history, the ten year and thirty year treasury yields.

Now is the time to review your investments. While the media scream about the coronavirus and it's creating the market’s decline, you can take advantage of the situation, perhaps upgrading the appreciation of your investments, and absolutely increasing your investment income and cash flow.

We are independent fiduciaries, legally required to do only what is an investor’s best interest.
  • • We do not charge commissions.
  • • We are not brokers.
  • • We do not sell financial products of any type.

It is truly free, with no obligation. That’s the way we have operated for over 50 years.

We are here to be of help. 888.810.1114

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