We want to call your attention to important changes made pursuant to the SECURE Act passed in 2019 and the recently passed CARES Act. These new provisions provide several benefits to retirees and retirement savers, as well as some potential pitfalls. Perhaps most… Read More
You make most of your money in a bear market; you just don’t realize it at the time. -Famed value investor Shelby Davis. The COVID19 induced market panic led to the quickest Bear Market (loosely defined as a drop of… Read More
Listen Books AMM Dividend Letter Vol. 1 AMM Dividend Letter Vol. 2 AMM Dividend Letter Vol. 3 Wisdom on Value Investing Transcript Welcome to the 15th episode of the AMM Dividend Growth Podcast. I’m Glenn Busch the lead portfolio manager… Read More
The stock market is in a correction. While the trigger is unique the panic-induced selling is not. So after this rapid panic-induced market correction, should you invest in stocks now or not? To help us answer this question we need… Read More
This week we trimmed Microsoft (MSFT) and Costco (COST) in the AMM Dividend Growth Strategy. These were rules-based trades. We only traded in accounts that had overweight positions in Microsoft or Costco. We’ve owned Microsoft since the start of the… Read More
Listen Download AMM Dividend Letter 43 United Technologies Books AMM Dividend Letter Vol. 1 AMM Dividend Letter Vol. 2 AMM Dividend Letter Vol. 3 Wisdom on Value Investing Transcript Welcome to the 14th episode of the AMM Dividend Growth Podcast…. Read More
United Technologies (UTX) was one of our more recent additions to the Dividend Growth Strategy. It was the subject of our most recent dividend letter and we just sold it. Why? We have a list of companies that we follow… Read More
Should you sell all your stocks now? Get out of the way of the coronavirus risk and then buy back in when it is safe again? Glenn discusses how we manage our dividend growth portfolio in times of uncertainty. How… Read More
The market sell-off that began in late February has continued through mid-March. For all of us, this is arguably the least important aspect of the crisis, with the health and safety of our loved ones and fellow citizens the most… Read More
Listen Download AMM Dividend Letter 43 United Technologies Books AMM Dividend Letter Vol. 1 AMM Dividend Letter Vol. 2 AMM Dividend Letter Vol. 3 Wisdom on Value Investing Transcript Welcome to the 12th episode of the AMM Dividend Growth Podcast…. Read More
The Coronavirus market panic created an opportunity for us to buy companies we’ve wanted to own at great prices. Discover Financial Services (DFS) was