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Strategies & Market Trends : Young and Older Folk Portfolio
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To: chowder who wrote (7834)8/10/2024 10:25:03 AM
From: SeeksQuality2 Recommendations

Recommended By
Fireball Dividend
Waitress

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See my latest post? Unless I m badly misreading the situation (definitely a possibility), a 6% yield might suffice. You will agree that is much easier to achieve.

BTW, the kind of stuff I'm saying here is in the playbook of any good Financial Planner. Note that the skill set and topics are VERY different from those of an investment manager (though many individuals are trained in both roles). The Financial Planner works to identify and clarify the need, while the Investment Manager works to meet that need.

I help family with both aspects. Of the two, the Financial Planning aspect is likely the most helpful to them.
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