Trivia Question❓

Which famous American industrialist reportedly preferred investing in companies that paid consistent dividends, claiming it was a sign of long-term financial health?

Answer at the bottom of the newsletter

Finding Income Opportunities: The Role of Dividend Stocks and Bonds

For investors seeking consistent income, dividend stocks and bonds are two time-tested tools worth understanding. While they serve different roles, both can play an essential part in generating steady cash flow—especially in a diversified portfolio.

Dividend stocks represent shares of companies that regularly distribute a portion of their earnings to shareholders. These dividends often come quarterly and can provide a reliable income stream. Companies that pay dividends tend to be well-established and financially stable—think utilities, consumer goods, and healthcare firms. Over time, dividend income can compound when reinvested, enhancing long-term returns.

Bonds, on the other hand, are debt instruments that pay interest over a set period. Whether it's a government bond or a high-quality corporate bond, investors receive fixed interest payments—often referred to as "coupons"—which can be ideal for meeting predictable income needs. Bonds are generally considered less volatile than stocks, making them a go-to for more conservative portfolios or retirees looking to preserve capital.

When combined, dividend-paying stocks and bonds can create a balanced strategy: the growth potential of equities with the relative stability of fixed income. This dual approach may help smooth out market fluctuations while still offering attractive returns.

As with all investments, it’s important to evaluate your personal risk tolerance, time horizon, and income goals. A well-constructed income strategy using dividend stocks and bonds can provide both resilience and reward—especially in uncertain markets.

Are your investments working hard enough for you? Now might be the time to reassess your income approach.

Your Advisor's Edge Team

How HR & Benefits Can Actually Increase Your Profit This Year

Think HR and benefits are just an expense? Think again.

What if your HR and benefits strategy could increase your profit margin—without cutting corners on compliance or employee care?

In an upcoming webinar hosted by our trusted partner, you’ll discover how business owners are turning traditional HR costs into cash-flow generating assets.

This isn’t about fluff or theory. It’s about real, actionable strategies that will show you:

🔹The hidden leaks in your current HR & benefits setup (and how to plug them)

🔹How to use HR as a profit center, not a line item

🔹The top mistakes business owners don’t realize they’re making—and how to fix them fast

If you’ve ever said, “We’re too small to need a full HR strategy,” this is especially for you.

Event Details:

📆Date: Thursday, May 29, 2025

⏰Time: 11 AM - 12 PM ET

 📍Location: Zoom (link sent upon registration)

👉 Reserve your spot here: Click to register now

Seats are limited...make sure your business isn’t leaving money on the table.

The Tax Exempt Stock Diversification Trust

Sitting on highly appreciated stock but hesitant to sell because of capital gains taxes?

What if you could sell, diversify, pay zero tax, and still receive lifetime income?

📌 This is not a Charitable Remainder Trust.

Join our free virtual training to discover a powerful, IRS-compliant trust strategy that allows you to:

- Sell assets with over $1M in capital gains
- Eliminate capital gains and estate taxes
- Still benefit from the full proceeds

This strategy has helped investors save billions in taxes over the last 25 years.

📆Date: Thursday, May 29th, 2025
⏰Time: 2–3 PM ET
💻Location: Zoom
🎯Educational only—nothing will be sold

🔗 Register HERE with your email and phone to get the link!

Nationally Recognized Estate Attorney Reveals How to Protect Your Legacy

What does it really take to create a lasting legacy?

In this powerful webinar, you’ll discover:

1️⃣Why a solid financial plan isn’t enough
2️⃣How to shield your assets from taxes and legal costs
3️⃣The often-overlooked third piece—passing down wisdom, values, and family history

Join best-selling author and estate attorney Stan Miller as he reveals the simple steps to safeguard your legacy for generations.

🌅Bonus: Attend live and you could win a 3-night, 4-day stay at a five-star resort!

Register now and we’ll send you the Zoom link within 5 minutes.

Event Details:
📆Date: Thursday, May 29, 2025
⏰Time: 12 AM - 1 PM ET
 📍Location: Zoom (link sent upon registration)

🔗Register HERE

💡 Answer to Trivia Question:

Andrew Carnegie.

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