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    Viewing posts tagged with: dividends

    How I Track Dividend Income in Excel

    By Craig Stephens

    In the almost five years of sharing my investments on this blog, I’ve never shown exactly how I track dividend income. This article lays out the steps (with screenshots) I take each month to import dividend data into my tracking spreadsheet, estimate forward dividend income, and easily capture dividend increases. My forward 12-month investment income…

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    Filed Under: Investing, Personal Finance, Stocks Tagged With: dividend growth investing, dividends, passive income

    How My 20-Year Investment In Coca-Cola Has Fared

    By Craig Stephens

    20 years ago, I was a college junior enrolled in investing and corporate finance courses. Being freshly educated about the time value of money, I knew my youth was my most powerful investing advantage. But I didn’t have much money. A few years earlier, my Uncle gifted me one share of Chevron stock through the…

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    Filed Under: Featured, Investing, Stocks Tagged With: buffett, dividend growth investing, dividends, seeking alpha

    Strive To Wake Up And Do Nothing (With Your Finances)

    By Craig Stephens

    If you really have done a great job as a leader, you should wake up in the morning and have nothing to do. – Steve Case, Co-founder of AOL, Chairman and CEO, Revolution This quote changed the way I think about my career. Soon after I read it, a coworker complained to me that his…

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    Filed Under: Career, Featured, Personal Finance Tagged With: dividends, passive income

    Build Income Streams in Case You’re Fired!

    By Craig Stephens

    One striking revelation from the 2016 presidential election process was the sharp contrast between people who think the U.S. is in pretty good shape and those who feel the country never recovered from the last recession. Politics aside, the U.S. was in an epic economic expansion until COVID-19. The longest post-World-War-II economic expansion WAS from…

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    Filed Under: Career, Debt, Investing Tagged With: debt-free, dividends, passive income

    Lessons Learned From 20 Years of DRIP Investing

    By Craig Stephens

    As my investing strategy has evolved over the years, I’ve completely moved away from DRIP (dividend reinvestment plan) investing. In part, because of the extra 1099-DIV tax form and costs basis data. The varying fees are annoying too. But also because I prefer to pool dividends and reinvest them into more undervalued stocks. I still…

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    Filed Under: Featured, Investing, Stocks Tagged With: dividend growth investing, dividends, guest post

    20 Years In The Chevron DRIP

    By Craig Stephens

    For my birthday in 1995, my uncle gifted me one share of Chevron (CVX) stock out of his dividend reinvestment plan (DRIP). He was an employee at the time. He instructed me to regularly invest small amounts of money into the program and automatically reinvest the dividends I received. Eventually, he said, the quarterly dividend would…

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    Filed Under: Featured, Stocks Tagged With: dividend growth investing, dividends, drips, seeking alpha

    What Strategy Works For You?

    By Craig Stephens

    Ever wonder why so many young people are afraid to start investing? If you read the financial sites online, or watch the financial news networks, the answer becomes clear. There’s lots of so-called experts telling us what to do with our money. Some advice is over simplified and inadequate. Other advice is unnecessarily complex. For someone just…

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    Filed Under: Investing, Personal Finance Tagged With: dividend growth investing, dividends

    Bollinger Bands – Basic Technical Analysis For Dividend Investors

    By Craig Stephens

    It’s time for another installment of the series, Basic Technical Analysis for Dividend Investors. Last time, I introduced the subject of technical analysis and suggested that it should only be used as a secondary and supplemental tool after exhaustive fundamental analysis. This post will discuss one of my favorite technical indicators, Bollinger Bands. Technical analysis…

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    Filed Under: Investing, Stocks Tagged With: dividends, technical analysis

    Basic Technical Analysis for Dividend Investors

    By Craig Stephens

    Does technical stock analysis deserve a place in a dividend investor’s tool belt? Yes, I think it does for adding insight to short-to-mid-term trends and pricing. But technical analysis should only play a secondary and supplemental role after exhaustive fundamental and qualitative analysis. Some dividend investors may steer clear of technical analysis entirely because it…

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    Filed Under: Investing, Stocks Tagged With: dividends, technical analysis

    Transferring stock from Computershare to TD Ameritrade

    Transferring Stock from Computershare to TD Ameritrade

    By Craig Stephens

        I recently made a simple move that increased my passive income by $12 per year. This move has other positive effects on my long-term goals because it helps to simplify my finances and taxes, and will further diversify my investing through pooling dividends to buy new stocks. I transferred all of my Verizon…

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    Filed Under: Investing, Stocks Tagged With: dividends, drips, TD Ameritrade

    Bye Bye Cable TV

    By Craig Stephens

    During a long drive over the Christmas holiday, my wife and I discussed ways to simplify our lives, become more productive and save more money. In my 2014 goals post, I mentioned ways we’d simplify our financial lives, but I left out this particular money and time saving action item. We really enjoy shows on…

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    Filed Under: Family, Personal Finance Tagged With: dividends, frugality

    Procter & Gamble DRIP – Still a Smart Investment?

    By Craig Stephens

    Update: I received an email indicating PG has left Computershare for Wells Fargo Shareowner Services and is raising fees. I find this disappointing as we’ll need new accounts at WF. Because of the fees I no longer recommend the Procter & Gamble DRIP. Revolt Against Fees! For information on how to transfer shares out of a DRIP,…

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    Filed Under: Investing, Stocks Tagged With: dividend growth investing, dividends, drips

    Patience Pays – 16 Years of Buying and Holding Coca-Cola

    By Craig Stephens

    As of late 2017, I still hold all of my Coca-Cola shares in the Coca-Cola DRIP. However, I’m no longer reinvesting the dividends. In addition, I do not start any new DRIPs these days. I prefer a more modern online broker called M1 Finance that gives you the power of dollar cost averaging and fractional…

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    Filed Under: Investing, Stocks Tagged With: dividend growth investing, dividends, drips

    Chevron and How to Get Started Dividend Investing

    By Craig Stephens

    Please read my latest update, 20 Years In The Chevron DRIP. I have been dividend investing as a core investment strategy since May of 1995. That year on my birthday, my uncle gifted me one single share of Chevron stock, symbol CHV at the time, now CVX. He was an employee for the company and he…

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    Filed Under: Family, Investing, Stocks Tagged With: dividend growth investing, dividends, drips

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    Biz Banking: Wells Fargo
    Biz Credit: Chase Ink Business Preferred
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