What we believe

The ThomasPartners investment philosophy embraces the concept that a meaningful and increasing portfolio dividend income stream can provide investors a predictable source of income with the potential for income growth, without sacrificing the portfolio's total return potential over time.

Having enough income is one thing.

Having an income stream that lasts is another.

You need income that adjusts to inflation - true whether you are working or retired.

Assuming a 3.5% rate of inflation, the cost of living doubles every 20 years.5

About 1 in every 4 people who reach the age of 65 will live past 90.1

1 Additional statistics—from the Social Security Actuarial Life Table 2014: Assuming average health and average family longevity for both husband and wife, there is a 54% chance either will live to age 89, a 43% chance either will live to age 91, a 37% chance either will live to age 92, and a 25% chance either will live to age 94. However, for a single female age 65 today, there is a 29% chance she will live to age 91, and a 14% probability she will live to age 95.

5 Based on 40 year average annual inflation rate from the Bureau of Labor Statistics.

Perspectives

INVEST FOR TODAY AND TOMORROW: ONE SIMPLE APPROACH

Join us in this three minute video of Greg Thomas, Founder of the ThomasPartners Strategies, as he shares his own retirement journey and the need to create a dependable income stream to replace the employment check you might once have had. The ThomasPartners Strategies were founded in late 2001 with the objectives of monthly income, income growth and competitive total returns overtime.

Q3 2018 OBSERVATIONS

In this quarter’s Observations the Portfolio Management Team provides commentary on "recency bias;" that is the tendency to place the greatest decision-making weight on the most recent data. In addition, our research section dives into the impacts and importance of dividends and dividend growth in a portfolio.

PORTFOLIO CONSTRUCTION AT THOMASPARTNERS

Join us in this video as we discuss our approach to dividend investing, its benefits and our overall philosophy on income oriented strategies through dividend growth securities and fixed income investments.

Q2 2018 OBSERVATIONS

In this quarter’s Observations the Portfolio Management Team provides commentary on the return of volatility to the markets, and how two different types of investors view their portfolios in slightly different ways, those who view their portfolios as "pots of money" and those who view them as "sources of income", and how it can influence their investment plan.

PREVIOUSLY HIGHLIGHTED PERSPECTIVE PIECES