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Common Stock: Income & Capital Appreciation
Looking At The Success Story of Dividend-Paying Stocks and Mutual Funds
By: Trajan Wealth
Another important factor to consider when choosing your investments is to determine whether your stocks are segmented as a growth or value stock. Growth stocks are typically found in industries like Technology and Consumer Discretionary Industry groups. These stocks typically typically are growing above market rates, and typically do not pay dividends. Value stocks typically trade below market averages, but do offer dividends. These businesses are often found in Transportation, Health Care, or Consumer Staples industries.
While both growth and value stocks have performed similarly over long periods of time, there are certain market situations that see one outperform the other. From 2009 - 2021, we have seen growth stocks outpace value stocks, but for the past 12-18 months, we may be seeing a shift to value stocks.
Doing your homework on your particular investment is absolutely vital to a strong investment plan. Getting a good return will depend on your ability to evaluate the price of the stock vs its future earning potential.
As always, Trajan Wealth recommends a diversified portfolio with a strong investment strategy. But seeing companies that regularly pay dividends and have a history of increasing those dividends could be an excellent source of income from your investments. To learn more, visit Trajan Wealth's blog post about investing in dividend stocks.
About Trajan Wealth:
Trajan Wealth LLC formed in 2012, was founded by CEO Jeff Junior. Prior to his 20+ years in the financial services profession, Jeff Junior was a member of the United States Marine Corps. Jeff continues to serve his clients and employees with the utmost service, respect, and attention to detail. The firm has multiple locations in Arizona, Texas, and Utah. Trajan Wealth is expanding to the Atlanta area in the coming months.
By using low-cost diversified portfolios under its fiduciary standard—and working closely with both its investment advisors and estate attorneys who work within one office—the company provides long-term support for its clients' retirement needs as well as their estate plans. This includes strategies for wealth accumulation and tax planning.
For more information on all the different services offered or to schedule a complimentary consultation, visit https://trajanwealth.com or call 1-800-838-3079.
*Advisory services through Trajan® Wealth L.L.C., an SEC Registered Investment Advisor. Estate planning services are offered through Trajan® Estate, LLC in Arizona and Utah. Estate planning services are offered through Estate Lawyers, PLLC, in other States.
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