Dividend Boosters

Dividend Boosters

Our customized Keep It Simple Strategy® "Dividend Boosters" discipline focuses upon individual stocks, which we use to create a customized portfolio suited to your investment goals and tolerance for volatility. We choose from a database of over 8,000 stocks to create a portfolio of 25 to 50 companies that are shareholder-oriented, dividend-focused and which have a global footprint diversified across major sectors of the economy.

Some fundamentals we consider when designing a stock portfolio include:

Companies that have doubled their cash dividend over the last 10 years, with dividends supported by earnings and free cash flow to reinvest in business
Ongoing share buybacks, which increase a stock's dividend growth potential by reducing the total number of shares outstanding
Healthy balance sheet with lower than sector average debt-to-equity ratios
An "economic moat" - identifiable and sustainable competitive advantages over rivals, such as trusted branding & trademarks, patents, & barriers to entry
Higher than sector average return on equity & return on assets
Lower than sector average price-to-earnings & price-to-book ratios

In addition, we employ systematic, disciplined buy & sell strategies such as:

Determining a reasonable value & waiting to meet those targets before buying; buying more shares during market lows
Re-evaluate and re-balance holdings quarterly
Sell when appropriate, such as when the stock has appreciated in value, if the company experiences a change of management, if they under-earn, cut or fail to raise their dividend, or no longer meet our criteria

Please contact us for more information regarding our Dividend Booster program.

Investing involves risk including the potential loss of principal. No investment strategy, including diversificaiton, can guarantee a profit or protect against loss in periods of declining values.

The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.

Please note that rebalancing investments may cause investors to incur transaction costs and, when rebalancing a non-retirement account, taxable events will be created that may increase your tax liability. Rebalancing a portfolio cannot assure a profit or protect against a loss in any given market environment.

Securities and insurance services offered through FSC Securities Corporation, member FINRA, SIPC. Advisory Services offered through Andrews Advisory Associates, LLC, a Registered Investment Adviser not affiliated with FSC Securities Corporation.

This communication is strictly intended for individuals residing in the states where the registered representative is registered to conduct securities business. No offers may be made or accepted from any resident outside the specific state(s) referenced: AZ, CA, HI, IL, IA, MD, MN, NE, NV, OR, SC, TX, UT, VA or WA.

IMPORTANT CONSUMER INFORMATION: A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Dividend Boosters

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