You probably have a multitude of accounts with various account balances. A starting point to allocating your net worth…

You’ve done your research. You’ve identified a great company. You decide to purchase 1,000 shares of a company currently trading at $30/share paying a $1.50 dividend (5% dividend yield).

However, most people couldn’t have endured the volatility of the dispersion of returns.

Your goals determine your plan. Your plan determines your portfolio.

In 1935, Grace Groner purchased 3 shares of Abbott Laboratories for a total of $180. Grace made a wise decision when she chose to reinvest dividends.

Meet my executive assistant, Maisie, who attends all of my Zoom calls