ARBOR WEALTH: HOW TO MAKE YOUR PORTFOLIO PAY MONTHLY

Published: Thursday, February 14, 2013 at 17:19 PM.

Arbor Wealth Management, LLC, a “Fee-Only” Registered Investment Advisory Firm, will host “Income Generation: Making Your Portfolio Pay Monthly” at 10 a.m. Feb. 27 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. Ms. 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. Ms. McDowell will also provide insights on expected 2013 market trends. 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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