Equity Income and Dividends
Dividends provide a return you can see without selling a single share. These articles cover how dividend investing works, what makes a dividend sustainable, how to evaluate yield versus growth, and how to build an income-focused equity portfolio that generates reliable cash flow over time.
Handling Foreign Dividend Withholding as a US Investor
Recover up to 15-30% of foreign dividends lost to withholding taxes by understanding treaty rates, Form 1116, and optimal account placement
Impact of Buybacks on Income Investors
Understand why S&P 500 companies will repurchase $885 billion in 2024 (exceeding dividends for the 5th straight year) and what it means for your income strategy
High-Yield Stocks: Separating Opportunity from Trap
Learn to distinguish genuine high-yield opportunities from dividend traps using the warning signs that preceded 3M, AT&T, and Frontier Communications cuts
Sector-Specific Dividend Practices (Utilities, Financials, Tech)
Sector-Specific Dividend Practices (Utilities, Financials, Tech) provides a systematic framework for allocating capital across markets and industries. Mastering this concept helps investors build sust
Tax Treatment of Qualified vs. Ordinary Dividends
Tax Treatment of Qualified vs. Ordinary Dividends provides a systematic framework for interpreting market information and identifying opportunities. Mastering this concept helps investors build sustai
Using ETFs and CEFs for Dividend Exposure
Compare dividend ETFs and closed-end funds for income generation, understand NAV premiums and discounts, and build diversified yield portfolios without single-stock risk
Impact of Buybacks on Dividend Policy
Impact of Buybacks on Dividend Policy provides a systematic framework for interpreting market information and identifying opportunities. Mastering this concept helps investors build sustainable income
Free Cash Flow Tests for Dividend Safety: The Metric That Catches Problems First
Use FCF coverage ratios to identify dividend risk before cuts happen - portfolios using this approach outperformed by 6.03% annually
Dividend Cuts, Suspensions, and Warning Signs
Dividend Cuts, Suspensions, and Warning Signs provides a systematic framework for interpreting market information and identifying opportunities. Mastering this concept helps investors build sustainabl
Monthly vs. Quarterly Dividend Programs: Does Payment Frequency Matter?
Compare monthly and quarterly dividend schedules, understand the 13 basis point compounding advantage, and learn when payment frequency actually affects your portfolio.
Tracking Ex-Dividend Dates and Capture Strategies
Master the dividend calendar mechanics, understand why capture strategies typically fail, and use ex-dividend dates properly for tax planning and portfolio management
Ex-Dividend Date, Record Date, Payment Date
Ex-Dividend Date, Record Date, Payment Date provides a systematic framework for interpreting market information and identifying opportunities. Mastering this concept helps investors build sustainable
Glossary of Dividend Investing Terms
Essential definitions for 28 dividend investing concepts, from payout ratios to qualified dividends, organized alphabetically for quick reference
Dividend Reinvestment Plans (DRIPs): Automate Your Compounding
Set up automatic dividend reinvestment to capture the 32.7% compounding advantage over 20 years - no trading required
BDC Dividends and Pass-Through Status: High Yields, High Stakes
Learn why Business Development Companies yield 8-14%, how the 90% distribution requirement works, and which risks justify holding BDCs in tax-advantaged accounts.
Covered Call Strategies for Income Enhancement
Covered Call Strategies for Income Enhancement provides a systematic framework for interpreting market information and identifying opportunities. Mastering this concept helps investors build sustainab
Yield on Cost vs. Current Yield: The Debate
Understand when each yield metric matters and why Buffett's Coca-Cola position generates 57% yield on cost while yielding only 3% to new buyers
Evaluating Payout Ratios and Coverage: The Numbers That Predict Dividend Cuts
Learn to calculate and interpret payout ratios using the 41% optimal threshold that historically prevented 97% of dividend cuts
Qualified vs. Ordinary Dividend Tax Rules: The Difference That Costs You 17%
Understand how holding periods and dividend sources determine whether you pay 0-20% or 10-37% tax rates, and structure your portfolio to keep more income.