The Fundamentals of Investments Success and Retirement Income withdrawal Strategies (Social Security)
Staying invested during all stages of the market. Focusing on the potential rewards of long-term investing will help you navigate market volatility and increase your chances of achieving your financial objectives.
The wide world of investing. You’ll hear American Funds’ perspectives on key investment opportunities around the world in the coming year, and strategies that allow you, as a long-term investor, to participate in those opportunities.
Controlling what you can. Work with a financial advisor to develop a long-term plan that can help you overcome uncertainty and stay committed to a plan that has the potential to fulfill investment objectives over time.
Retirement Income: Focuses on the importance of investing in dividend-paying equities in retirement to address market and longevity risk through a series of charts and related text. Among the highlights are those showing the attraction of dividend yields versus bond yields and how dividend paying equities are less volatile and generate strong returns over the long term. We also mention 3 screens that can be used when looking for funds with dividend payers. The piece concludes with our history and offerings as it relates to dividend-focused investing.
21st Century: Examines a hypothetical investment accumulation and withdrawal scenarios during the turbulent 18-year period that ended December 31, 2017. It illustrates American Funds The Capital Advantage added value during a difficult period and highlights the resilience the funds displayed for those relying on them for income.
*Special Guest Clay M. Leveritt of American Funds will be present and presenting during this class.
Instructor: Tom Miller | Financial Advisor*
Edward Jones Investments
Location: Minot Adult Learning Center