Depending solely on investments to meet spending needs can be a daunting challenge when both spending and investment returns are hard to forecast. The spike in inflation in the last few years has heightened client concerns over whether their savings will be enough to support their retirement plans | Read more >
The high and growing levels of stock-based executive compensation create misleading comparisons with non-dividend-paying stocks. Once non-cash executive compensation is adjusted out, stocks with higher dividend yields are actually superior on both free cash flow margins and free cash flow yields. | Read more >
In our view, the day will come when stock market performance will no longer be concentrated in just the largest-cap companies. As returns broaden, we expect high-yield dividend stocks to resume their historical outperformance. | Read more >
We have shown that healthy, growing companies (characterized by high free cash flow yields and good revenue and earnings per share growth) are more likely to announce dividend increases, and are more likely to announce larger increases. | Read more >
Both high-dividend-yield and low-volatility stocks have significantly outperformed the broad market over the past 50 years. Investing without hubris means adopting an approach that has worked over long periods without requiring a crystal ball. | Read more >
Tech stocks are on the run again this year, with investors drawn both to the promise of artificial intelligence (AI) and the safe haven appeal of large tech companies with cash-heavy balance sheets. But how have high-dividend-paying tech stocks fared over the long term? | Read more >
At Miller/Howard, we are big believers in the benefits of high dividend paying stocks. Recently, we were offered yet another example of the power of compounding dividends. | Read more >
SIVB became vulnerable—not by making bad loans, but by buying long-dated bonds prior to the recent rise in interest rates. SIVB’s deposit base was dominated by tech companies with balances well above the FDIC guarantee. It was the perfect setup for a bank run. | Read more >
Embracing uncertainty leads investors away from portfolios tailor-made for specific scenarios and towards solutions that control risk and offer likely returns, even in volatile times. | Read more >
Investors who ride out periods of equity market volatility have been well rewarded by sticking with high-yield stocks. Yet, “How am I doing?” remains a fair question from savers. With gyrating stock prices, there is no easy answer, and the question becomes more pointed as interest rates rise. | Read more >
