動画公開日：2022-06-24 23:30:04
We first covered the topic of REIT investing, or real estate investment trusts, a little over two years ago, right after the March 2020 Covid market fall. Given our recent News or Noise video on “dividends matter,” I wanted to take this video as an opportunity to walk you through REIT investing and what you should and should not be looking for if you are out there picking your own stocks and searching for dividends.
Retirees and many others nearing retirement, love dividend stocks because they can help provide current reoccurring income through their cash distributions. Many investors gravitate toward owning some publicly-traded REITs or Real Estate Investment Trusts.
#InvestmentPlanning #RetirementPlanning #OakHarvestFinancialGroup
At Oak Harvest, we think our clients are best served by us helping them with their future needs and risks, instead of dwelling on the past. Our forecasting is far from perfect, but we like to keep you up on what it’s saying about the uncertain future, not rehashing an already certain past.
Stock Talk is a weekly podcast dedicated to discussing the Investment Team’s perspective on what’s happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy — with a little Education thrown in for good measure. Listen each week and help stay connected to your money! Also available on Spotify, Google Play and Podbean.
Do you have a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at: (877) 896-0040
If you have $500K or more and would like a partnership with a firm to help you manage your investments and financial plan as in these videos, click on this link to connect with our advisors:
https://click2retire.com/TaperTantrum2
About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer
As CIO, Chris is lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm’s core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest’s podcast, “Stock Talk,” available on the website with new episodes each week.
Chris completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, Chris acquired a plethora of financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®).
