Even in the midst of a market that is delivering flat or negative returns, a long term investor can be pleased to know that they are collecting dividends. A retiree can use these dividends for income, while a younger investor can use them to accumulate more shares, therefore boosting returns when the market recovers.
Core Wealth Management is a fee-only wealth management firm located in Jupiter, FL. Our CFP® professionals provide investment management, financial planning and advisory services, while always strictly abiding by the highest fiduciary standards. For more information, contact us today at 561-491-0231.
Jackie Goldstick, CFP® is the Director of Financial Planning at Core Wealth Management. She is a member of the National Association of Personal Financial Advisors (NAPFA) as well as the Financial Planning Association (FPA).