Unlock the secrets to strategic investing as Jeff Cullen and Cathy Howse from Schafer Cullen captivate us with their insights on the evolving world of dividend yield and its cyclical allure. Imagine institutional investors turning their gaze from high-flying large-cap momentum stocks to the steady allure of dividend-heavy plays. Jeff shares his excitement about Schaefer Cullen's venture into the burgeoning ETF market, while Cathy reflects on the firm's remarkable growth, all while upholding its cherished boutique values.
With a disciplined approach to value investing, Jeff and Cathy articulate the vital role of dividends in a portfolio's total return. They delve into the significance of choosing companies with strong cash flows and stable business models, illustrating how dividends can be a linchpin in long-term gains. As we explore the forecast for the 2025 market, they highlight the promising outlook for US equities and financial sectors, while also shedding light on the mechanics of covered call strategies to enhance income.
Finally, we demystify common misconceptions surrounding ETF liquidity and mechanics, providing clarifications that could benefit individual investors and financial advisors alike. Through engaging storytelling and educational dialogue, Jeff and Cathy stress the importance of understanding the reasons behind investment decisions, aiming to elevate financial literacy for all listeners. Join us on this journey to enhance your investment knowledge and empower your financial future.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Schafer Cullen and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment
This Mother’s Day, give a gift that is truly special—one that captures memories, preserves love, and lasts for generations. With TellMel.AI, you can turn your cherished stories into a timeless keepsake. It’s simple and heartfelt. This Mother’s Day, give more than just a gift—give the magic of storytelling, a legacy that will be cherished for generations. Start today at TellMel.AI.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
