2019 – 1st Quarter Letter – Spending dividends vs capital gains

The latest P&A quarterly letter to clients is available in PDF form.  You can download it here.  This letter covers the difference between spending dividend income and realizing capital gains to create needed income.  Dividends are taxed at higher rates than capital gains and the latter spends just the same as does the former.  So why do many investors prefer dividends over capital gains?

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Since 1995, Pittenger & Anderson has guided individuals and families going through money-in-motion events. We are a fee-only Registered Investment Advisor and a full-time fiduciary providing investment management, financial planning, and complimentary services to 700+ clients in over 30 U.S. states.

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