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Both the tech bubble burst of 2000, and the financial crisis of 2008, poked significant holes in the primary investment belief of too many investors today--that one can just blindly withdraw from principal, and that equity returns will keep up. Too many investment advisors have taken the path of least resistance, not aware of the risk in systematically withdrawing from what, at times, will be a declining portfolio.
Investors seeking to accumulate money for their future needs, and investors needing to withdraw money now for a present need, both have one thing in common: Dividend Growth investing represents a powerful weapon in the achievement of their objectives.
Market volatility is not something any investor can escape, but benefitting from it (for accumulators reinvesting dividends), and being insulated from it (for withdrawers taking only from a growing flow of dividend income), are achievable results for those who understand the time-tested, sustainable, intelligent strategy of investing that is Dividend Growth.
David L. Bahnsen is the founder, managing partner, and chief investment officer of The Bahnsen Group, a private wealth management firm managing over $9 billion in client capital. David was a senior portfolio manager and managing director at Morgan Stanley until 2015, at which time he started The Bahnsen Group with eight employees and $600 million in client assets. Today the firm has one hundred employees, twelve offices, and has organically grown assets and revenues at 30 percent per year for over a decade. He is a frequent guest on Fox Business, CNBC, and Bloomberg. He writes weekly at www.dividendcafe.com and is the host of the popular Capital Record podcast. He is consistently named one of the top wealth advisors in the country by Barron's and Forbes.
David and his wife, Joleen, have been married for twenty-five years. They have three children, Mitchell, Sadie, and Graham, and live bi-coastally in New York City and Newport Beach.
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