logo1
Follow me on Twitter  View our profile on LinkedIn  View our videos on YouTube  Like us on Facebook
May 25, 2018  
Classic dividend stocks like P&G and Pepsi are
tanking, but read this before you sell, or buy, them.
 
    -It was a privilege to write this article for CNBC:
    
Click to view all of Mitch's CNBC articles:         
      
        
  • Consumer staples stocks and other dividend investor favorites are tanking in 2018.
  • The rapid rise in the 10-year Treasury yield to more than 3 percent is the reason dividend stocks are getting hit, even though they historically are safe havens in volatile markets.
  • The group of tech stocks known as FANG also weigh on traditional growth companies.
What should you do with your consumer staples stocks that are down and showing no bottom in sight? Until recently, they were considered growth stocks because in times of recession, people do still buy Doritos and ketchup, in addition to toothpaste and toilet paper. That's still true, of course, and this is a tough one for anyone who believes diversification is important. READ MORE
 
 
Is your conference or convention looking for a speaker? I am available for public speaking engagements.

Thanks for reading!  
Mitch
 
 
I opened ClientFirst Strategy, Inc. because I believe that the only way to help my clients potentially achieve their goals is by offering unbiased advice & investment management expertise. To my clients, thank you for your continued vote of confidence. If you are not a client but would like to explore the possibility of becoming one, I invite you to call me directly, visit my website, join my email list, and/or connect with me on social media.
  
 
          
 To view articles and original content, click HERE.

Your thoughts are valuable! Email me to let me know what you think of this. I'll reply!
MGoldberg@ClientFirstStrategy.com

   
All the views expressed in this report/commentary accurately reflect our personal views about any and all of the subject securities or issuers and no part of our compensation was, is, or will be, directly or indirectly related to the specific recommendations or views we have expressed in this report. This material is not intended as an offer or solicitation for the purchase of sale of any security or other financial instrument. Securities, financial instruments, or strategies mentioned herein may not be suitable for all investors. Any opinions expressed herein are given in good faith, are subject to change without notice, and are only correct as of the stated date of their issue. Prices, values, or income from securities or investments mentioned in this report may fall against your interests, and you may get back less than the amount you invested. The information contained in this report does not constitute advice on the tax consequences of making any particular investment decision. You should consult with your tax adviser regarding your specific situation. Diversification is a method of managing risk and doesn't protect against loss in a down market. 
  
  

Mitchell O. Goldberg, AAMS, President | Investment Professional

OSJ Manager 

 

ClientFirst Strategy, Inc.

290 Broadhollow Road, Suite 200 E, Melville, NY 11747  

(D) 631-920-6622 (F) 631-920-6624 (C) 516-818-0338

mgoldberg@clientfirststrategy.com | www.clientfirststrategy.com

      

MissionStatement:

To financially empower our clients so that they can achieve their most

important goals and to confidently plan for the future that they envision.

  

- Asset Management:
~Asset Allocation Strategies 
~Unbiased advice 
~Strict mutual fund screening 
~Alternative investments 
~Retirement plans 
~401(k) rollovers 
~College savings plans 
~Donor Advised Fund/ Charitable Giving 
Insurance: 
~Life
~Long Term Care
~Disability Income
~Health
~Annuities, fixed & variable
~Life settlements

-Group Benefits:
~401(k) plans
~Group health plans




-
Individual Client Services: 
~401(k) plan review and advice
~Financial plans
~Specific goal planning

 

*Some services provided by close affiliations. Additional fees may apply.

Some fees may be lower or may be waived for clients.

 

 

Securities & Investment Advisory Services Offered through NEXT Financial Group, Inc., member FINRA/SIPC.

ClientFirst Strategy, Inc. is not an affiliate of NEXT Financial Group, Inc.