Quality High Dividend Stocks.

Quality high dividend stocks are core to our equity holdings as we search for companies with stable, recession-resistant business that could support attractive and ongoing dividend payments.  GoalVest aims to achieve a steady and competitive cash flow from equities with a 7-10% target total return. The strategy utilizes a mix of blue-chip cash cow companies, dividend growers, and other high dividend stocks such as REITs, business development companies (BDCs), and non-K1 pipelines.​

Dividends are a way for investors to earn in the business beyond share price appreciation (or depreciation).  Many investors rely on dividends as a source of income. We help schedule dividend pay dates so investors, usually retirees, may receive monthly passive income. Younger investors can also reinvest their dividends, compounding returns. Quality high dividend stocks are versatile to meet an investors needs/wants and can also benefit from higher yields than bonds when interest rates are low.​​​​