Defensive Investing for Baby Boomers: Arbor Wealth: Consumer Staples and Utilities Indispensible

Arbor Wealth

Arbor Wealth Management, LLC, a “Fee-Only” Registered Investment Advisory Firm, will host an “Income Generation Seminar” in the Arbor Wealth Conference Room on Wednesday, Nov. 14 at 10 a.m. Firm Founder and Principal Margaret R. McDowell (ChFC®, AIF®) will deliver a presentation on how utilizing dividends from blue-chip stocks and coupon payments from bonds can provide periodic, systematic income for investors. Strategies are most appropriate for investors with $250,000 or more of assets to invest. Refreshments will be served. Please call 850-608-6121 to reserve seating.

Published: Thursday, November 1, 2012 at 16:47 PM.

 

A friend from Sandestin recently asked Margaret McDowell, ChFC®, AIF®, of Arbor Wealth Management why the firm favors a consumer staples and utilities strategy for their clients. Ms. McDowell responded with a few queries of her own.

“Did you buy a new car this year?” 

“No,” my friend replied, “I drive a 2009 that’s in great shape.”

“Did you purchase a new refrigerator this year?” 

“No, I haven’t bought a new fridge in a while.”

“Okay,” I said, “now did you purchase food, gas, paper towels or toothpaste this year? And did you pay an electric bill this year?”



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