Monthly Newsletter – February 2020

We begin February’s newsletter by sharing Lord Abbett’s latest white paper guide to dividend income. We also share the latest tax planning strategies from RRBB Accountants & Advisors. Finally, we share the most recent monthly commentary from Pacific Asset Management.

Lord Abbett’s Guide to Dividend Income, in Two Charts

Instead of focusing on current yield, investors may be better served by considering the potential growth of dividend income over time.

With government bond yields at multi-year lows, investors may be searching for alternative sources of income. We think one such source worth considering is U.S. dividend-paying stocks.

The full white paper can be accessed by clicking the link below:

Lord Abbett’s Guide to Dividend Income

RRBB February Newsletter

The 2019 tax filing season is in full swing. If you have not already done so, now is the time to collect your tax forms, organize your records and set a schedule to get your tax return completed. The full newsletter can be accessed by clicking the link below:

RRBB February Newsletter

Monthly Market Commentary

Investors hoping for a quiet start to the new decade were in for a rude awakening in January. At the start of the month, President Trump authorised an airstrike killing Iran’s most powerful general causing the oil price to spike.

Whilst fear was in evidence in some parts of the market, greed was also on show, with Tesla rising 55% over the month, nearly quadrupling over the last six months.

Please click the link below to read the latest monthly commentary:

Pacific Asset Management – February Commentary