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Hot Deal

Offer Valid: 03/07/2020 - 09/30/2020
Supplement Your Income With Monthly Dividends

"The reason Warren Buffett likes reliable dividend stocks is simple -- they generate a consistent (and growing) source of cash flow..."  The Motley Fool

The objective of our “Check A Month” strategy is to create a diversified portfolio of dividend paying stocks from the S&P 1500 and evaluating them using a technical scoring system. The "Check A Month" strategy involves buying a group of quarterly-dividend-paying stocks with payment dates spread across the calendar, so a client receives a dividend check(s) each month.

Incoming monthly dividend checks can either be scheduled as a monthly Automated Clearing House (ACH) deposit to right to your bank checking account, or the client can receive a check in the mail. The stocks are categorized into four groups based on their usual dividend payment date.

Dividends are particularly useful for people who need to supplement their retirement income. However, you will need to pay taxes on any dividends you receive. Your dividend tax rate will depend on what type of dividends you have, how much you made from those dividends and how much other income you have.

Early-Quarter Dividend Payout (January, April, July, October)

Mid-Quarter Dividend Payout (February, May, August, November)

Late-Quarter Dividend Payout (March, June, September, December)

The purpose of this strategy is to provide the client with a steady stream of dividend income throughout the year, ideally with the client receiving at least one dividend check or deposit every month.

For more information about the strategy and a copy of our regulatory brochure please call  847-686-4800 and ask for Bill.

Prospective clients should request, read and fully understand the risks and rewards of the strategy before investing.



This Hot Deal is promoted by Glenview Chamber of Commerce.