A Refreshing Perspective

This page contains a library of information that supports the philosophy of building wealth with increasing dividend strategies and was curated to give you a "refreshing perspective" on investing.

Dividend Investing Explained

Building Wealth with Dividend Investing

Confluence Investment Managers

Confluence Increasing Dividend Equity Facts

Confluence Equity Income Facts

Dearborn Partners

Dearborn Core Rising

Dearborn High & Rising Dividend Strategy Facts

Recommended Books*

The Dividend Imperative, Daniel Peris
The Most Important Thing Illuminated, Howard Marks
The Strategic Dividend Investor, Daniel Peris
Never Out of Season, David W. Hunter

*found where most books are sold

Timely Content

Confluence of Ideas Podcast | Episode #26: "The 2022 Outlook: Update #2" (Posted 8/9/2022)

Bill O’Grady, Chief Market Strategist, joins host Phil Adler in looking at the second update of Confluence Investment Management’s “2022 Outlook: The Year of Fat Tails.” The focus of the discussion is on the impact of the Ukraine war and the financial markets’ discounting of a potential recession next year.  

Listen to Podcast Here

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Important Disclosures
The information contained herein represents the opinions of Confluence Investment Management, LLC and not necessarily Benjamin F. Edwards®. Benjamin F. Edwards® is providing it for informational purposes only, not as investment advice or a solicitation for the purchase or sale of any security or class of securities. Benjamin F. Edwards® & Co. (BFE) is a dually-registered broker- dealer and investment adviser and member of FINRA and SIPC, and its affiliate Benjamin F. Edwards Wealth Management, SM LLC, d/b/a Edwards Wealth Management SM (EWM) is an SEC-registered investment adviser. BFE and EWM are affiliates through their common ownership by Benjamin Edwards, Inc. Depending on the context, the name Benjamin F. Edwards® refers to either EWM, BFE or both. Mark Keller, the Chief Executive Officer and Chief Investment Officer of Confluence Investment Management, LLC is a member of the board of directors for Benjamin Edwards, Inc., the holding company for Benjamin F. Edwards & Co. (BFEC). In addition, Mr. Keller is a shareholder of Benjamin Edwards, Inc., and a portfolio manager employed by Confluence Investment Management is a beneficial owner of a trust that owns Benjamin Edwards, Inc. shares. Investing in securities entails certain risks, including the potential loss of all or a portion of the proceeds invested. Individuals should consider their specific financial needs, investment objectives and risk tolerance before making an investment. Investments can be significantly affected by certain events, including international political and economic developments, inflation, and other factors. Past performance does not guarantee future results. If you have questions regarding any of these disclosures, please contact your Financial Advisor.

High Quality Stocks +

Above-Average Dividend Yield +

Consistent Growth of Yield 

= Potential for High Total Return

Increasing Dividend Portfolios

Increasing Dividend Portfolios

Our dividend-driven investment approach keeps our clients focused on long-term objectives, not the day-to-day volatility of the market. It is appropriate for investors who want to generate long-term capital appreciation and income from their equity portfolios. Through consistent dividend growth, our goal is to help clients stay ahead of the wealth-eroding effects of inflation and keep up with the rising cost of living. The dividend growth rate of this strategy has historically eclipsed the U.S. Consumer Price Index, a common measure of inflation. Dividend growth is an important driver of total return – stock price appreciation plus income generated during the period a stock is held. We believe that compounded-investment income is a way to potentially maximize long-term total returns.

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