ARBOR WEALTH: HOW TO MAKE YOUR PORTFOLIO PAY MONTHLY

Published: Thursday, May 16, 2013 at 17:02 PM.

 Arbor Wealth:  Exactly.  We sell no products, accept no commissions from any source and we have no proprietary interest in any fund family.  We have access to any security and all financial instruments.  We choose from common stocks; preferred stocks; individual bonds; closed end funds; exchange traded funds; mutual funds; master limited partnerships and real estate investment trusts.  Whatever we feel best suits the client’s goals, risk tolerance, age and financial situation, that’s what we invest in on their behalf.

 Arbor Wealth Management, LLC, a “Fee-Only” Registered Investment Advisory Firm, will host “Income Generation: Making Your Portfolio Pay Monthly” Wednesday, May 29 at 10 a.m. and 5 p.m., in the Arbor Wealth Conference Room. Firm Founder and Principal Margaret R. McDowell, ChFC, AIF, will lead an investment presentation featuring “Income with Growth” and “Growth with Income” strategies for investors. McDowell, who has been interviewed by the Wall Street Journal on Arbor Wealth’s investments in dividend-payers, explains how Arbor Wealth creates systematic, periodic income for clients from stock dividends and coupon payments from bonds. Refreshments will be served. Please call 850-608-6121 to reserve seating. Arbor Wealth specializes in portfolio management for investors with $250,000 or more of investable assets. 



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