Josh Peters

• Total-Return Investing: The Case Stays Strong

  By Ed McCarthy, CFP  |  December 20, 2012

  While clients’ financial goals and risk tolerance tend to drive their portfolio allocation, there is a significant role for total-return investing among most investors, including those focused primarily on income or growth, experts say.

• Top of the Dividend Charts

  By Ed McCarthy  |  July 26, 2012

  With current market conditions and global economic trends, advisors have a good opportunity to introduce more clients to companies that make the Mergent Dividend Achievers roster.

• An All-Season Approach

  By Ed McCarthy, CFP  |  December 26, 2011

• Fixing dividend investment strategies

  By Danielle Andrus, AdvisorOne  |  September 4, 2008

  Josh Peters, editor of Morningstar DividendInvestor, asks the question "Is dividend investing broken?" Large and small companies alike have cut their dividends this year, he...

• Dividends Gain Appeal

  By Staff Writer  |  July 1, 2008

  If your clients' stock portfolios aren't earning their desired returns, it might be time to start focusing on dividends. Consider this statistic: between 1999 and...