Revenue-focused investing could appear old-school in a world dominated by total-return portfolios and mannequin ETF allocations—however for some retirees, predictable money circulation is the important thing to peace of thoughts. This episode explores how a differentiated funding philosophy, rooted in particular person income-producing securities, can change into a robust engine for each consumer belief and agency progress.
David Scranton is the CEO of Sound Revenue Methods, an RIA based mostly in Fort Lauderdale, Florida, overseeing $4 billion for 10,000 consumer households. Hear in as David shares how he constructs income-focused portfolios utilizing mixtures of what he calls “insured choices” and “contractual securities”, in addition to high-dividend fairness devices with a deal with particular person securities relatively than mutual funds or ETFs. You will learn the way regular money circulation has led to better consumer retention in down markets, David’s “4 keys” to attracting shoppers, and why narrowing his funding focus (and creating methods to implement it) has finally allowed him to serve extra households.
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Funding advisory companies are provided by Sound Revenue Methods, LLC, an SEC-Registered Funding Advisory agency. Sound Revenue Group and Sound Revenue Methods, LLC are related entities.