Should you consider doing a Roth Conversion? We address this common question in this month's post. Click below to learn more.
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The Young Child IRA–an Exciting Compounding Opportunity (posted 10/2025)
Trump accounts are an amazing opportunity to establish a retirement fund for a child or grandchild. Click below to read more.
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Major Provisions of New Tax Act (posted 9/2025)
"One Big Beautiful Bill Act" (OBBBA) was signed into law July 4, 2025. Click below to read more on the subject.
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S&P 500® Returns Likely to be Poor (Until the Next Bear Market) (posted 8/2025)
S&P 500® returns are likely to be poor until valuations return to normal levels. Click below to read more on the subject.
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Let’s Talk About Recency Bias (posted 7/2025)
This article defines Recency Bias from a financial standpoint, and discusses how it can interfere with a person's decision-making process on investments.
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Using an IRA to Build Wealth (posted 6/2025)
Did you know that if you had contributed the maximum to an IRA since 1980 into the S&P 500®, your IRA would now be worth more than $2.5 million?
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The Coffee Can Portfolio (posted 5/2025)
What if the stock market was closed for five or ten or TWENTY years... scary thought, right? Not really--just watch your dividend checks.
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Developing the Right Mindset about Market Declines (posted 4/2025)
As of April 10th, the S&P 500® has fallen 19% from the all-time high reached just two months ago. This is a bad thing, right? Our answer is NO! Read on to find out why we actually prefer sinking prices.
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The KFP Philosophy (posted 3/2025)
How would the KFP dividend philosophy have worked if you had invested $1 million in the S&P 500® thirty years ago?
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Don’t Judge Your Investments Based on the Short Term (posted 2/2025)
Don’t judge your investments based on the short term--check out this month's article to learn why doing so could give you an incomplete picture.
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Do You Have What it Takes to be Successful (as a Dividend Investor)? (posted 11/2024)
We have a quiz for you… Do you have what it takes to be successful as a Dividend Investor? Take the quiz and find out!
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F.I.R.E. (Financial Independence; Retire Early) (posted 10/2024)
Have you heard about the recent F.I.R.E. movement (Financial Independence; Retire Early)? Click below to learn more.
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S&P 500® Major Declines Past 35 Years (posted 9/2024)
Let's take a look at the major declines for the S&P 500® over the last 35 years. What happened to dividends during these declines?
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Your Child as the Beneficiary of your IRA (posted 8/2024)
Are you aware of the new rules concerning distributions from Inherited IRAs?
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Umbrella Insurance (posted 7/2024)
Umbrella Insurance--why you may want to consider buying a policy.
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Dividends During Down Markets (posted 6/2024)
The advantage of living off of dividends is that high quality companies continue to pay--if not increase--dividends during difficult financial times.
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How to Avoid Probate (posted 5/2024)
Some clients have asked us recently about Probate and what steps they can take to avoid it.
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Why We Don’t Use the S&P 500® for Dividends (posted 4/2024)
While the Standard & Poor’s 500® is made up of 500 of the largest companies in the United States, we DON'T include it as an investment in our clients' portfolios.
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My Father Was a Farmer (posted 2/2024)
Keith grew up on a dairy farm. It recently occurred to him that his father, the farmer, was just like a dividend investor.
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The Importance of Saving at an Early Age (posted 2/2024)
The earlier you begin saving, the more time compound interest has to do its thing--much to your benefit.
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Understanding Medicare Premiums (posted 12/2024)
We review Medicare Premiums for 2025 and what it means for everyone 65 and above.
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The Amazing Power of COMPOUNDING (posted 11/2023)
The compounding of dividends is amazing to those accumulating wealth and to those living off their income stream.
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Watching Your Account Values Can Be DANGEROUS. (posted 8/2023)
Studies have shown that the less often you look at your account balances, the better you will perform as an investor. Read on as Keith explains why.
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Passing on Your Family’s Wealth (posted 7/2023)
Learn how you can provide long-term financial stability to your future generations. Click below to read on.
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