A steady, dependable monthly income is the lifeblood of any investor, particularly those who are navigating retirement or edging closer to that juncture. But what happens when your income remains static? To quote famed economist Milton Friedman, “Inflation is taxation without legislation.” Thus, he astutely highlights the helplessness of the consumer in the face of inflation, eroding purchasing power and shrinking the value of each hard-earned dollar.
For investors and retirees, it is paramount that their income keeps pace with inflation to shield their purchasing power, facilitating the preservation of their desired lifestyles. At Altrius, we grasp this fundamental concept and steadfastly endeavor to identify superior companies that not only deliver substantial current income but also exhibit unwavering commitment to augmenting dividends. An impressive 80% of our U.S. and internationally based companies elevated their dividends during the tumultuous selloff in 2022. By the conclusion of last year, over 85% of our companies had raised their dividends, underscoring a robust commitment to driving value for investors.
If you have any queries or wish to arrange a discussion about this crucial element of our strategy, please feel free to get in touch.
MAXWELL T. GREENBERG, CFP®| EXECUTIVE VICE PRESIDENT
Direct: 919.746.7975 || [email protected] || Bio || LinkedIn
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes individuals to use upon successful completion of CFP Board’s initial and ongoing certification requirements.
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