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Starting Over

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You can bet investors will be phoning their brokers in a week or two when they get their January statements. The phone never rings when the market’s up. And it never ceases to amaze me how quickly investors forget—2008 wasn’t that long ago.

It’s never a good idea to expect the markets to do something for you. Go back to 1965 and the top Billboard single was “Wooly Bully” by Sam the Sham and the Pharoahs. The Dow Jones Industrial Average was trading at 969.

Woolly Bully

Fast forward sixteen years, a good chunk of a retirement for many, to 1981 and “Bette Davis Eyes” by Kim Carnes was at the top of the charts. And the Dow was at 875.

Bette Davis Eyes

Dow from 12-31-1965 to 12-31-1981

Those “boring” investors who invested in dividend paying stocks, with a normalized yield at the time of 4%, lived to fight another day. Those who didn’t were singing the #4 Billboard single (Just Like) Starting Over, by John Lennon.

(Just Like) Starting Over

Investing in dividend paying stocks that consistently kick-off 4% yields isn’t easy. But Young Research’s Retirement Compounders program is doing it.

RCs 1.24.14

 

E.J. Smith works with new investors that have $2 million or more to invest. He can be reached at:ejsmith@youngresearch.com

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E.J. Smith

Editor-in-Chief
E.J. Smith is Founder of YourSurvivalGuy.com, Managing Director at Richard C. Young & Co., Ltd., a Managing Editor of Richardcyoung.com, and Editor-in-Chief of Youngresearch.com. E.J. graduated from Babson College in Wellesley, Massachusetts, with a B.S. in finance and investments. In 1995, E.J. began his investment career at Fidelity Investments in Boston before joining Richard C. Young & Co., Ltd. in 1998. E.J. has trained at Sig Sauer Academy in Epping, NH. His first drum set was a 5-piece Slingerland with Zilldjians. He grew-up worshiping Neil Peart of the band Rush, and loves the song Tom Sawyer—the name of his family’s boat, a Grady-White Canyon 306. He grew up in Mattapoisett, MA, an idyllic small town on the water near Cape Cod. He spends time in Newport, RI and Bartlett, NH—both as far away from Wall Street as one could mentally get. The Newport office is on a quiet, tree lined street not far from the harbor and the log cabin in Bartlett, NH, the “Live Free or Die” state, sits on the edge of the White Mountain National Forest. He enjoys spending time in Key West and Paris. Please get in touch with E.J. at ejsmith@youngresearch.com.