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.1
About 1 in every 4 people who reach the age of 65 will live past 90.2
1 Based on 40 year average annual inflation rate from the Bureau of Labor Statistics.
2 Additional statistics—from the Social Security Actuarial Life Table 2016: Assuming average health and average family longevity for both husband and wife, there is a 55% 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 30% chance she will live to age 91, and a 14% probability she will live to age 95.
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.
Q1 2020 OBSERVATIONS
In this quarter's Observations the Portfolio Management Team reflects on Black Swan Events and the impact of COVID-19.
Q4 2019 OBSERVATIONS
In this quarter's Observations the Portfolio Management Team reflects on the wall of worry in 2019 and provides an outlook for 2020.
