U.S. Economic Data Is Turning Down, Will The Fed Notice?

Summary

  • Both ISM Manufacturing and Industrial Production have gone into contraction in recent months.
  • When these two indicators are both in contraction, we are in or near a recession over 90% of the time.
  • Recessions tend to align with bear markets in stocks, so assessing one's portfolio risk profile and potentially reducing equities may be appropriate at this time.

Generating Income From Dividend Growth

Summary

  1. Dividend stocks can be an excellent source of income that grows over time.
  2. An income-seeking investor should focus on stable dividend growth rather than yield.
  3. We pick some criteria to choose stocks with stable dividend growth and show how this portfolio has performed historically.