Waterford Bay Capital

Why the outlook is positive for dividend-centric strategies

With volatility making a return, many investors are taking a step back and reassessing their positions

What Will Win the Next 5 Years in Financial Services?

To keep up with potentially disruptive competitors, financial firms must embrace connected data and planning.

Finding Stable Dividends in a Rough Market

In a world of slowing dividend growth and potentially rising interest rates, your dividend investing strategy may need some tweaks.

Here's the best financial advice the country's top advisors ever got

Financial advisors need money tips, too. In fact, sometimes a salient piece of advice led them into the industry. We asked advisors from firms that made the FA 100 list for 2019 for the best money and investing advice tips they ever received.

5 Tax Tips for Millennials

Winging it on your taxes? You could be missing out on significant savings or worse yet, be endangering your finances and freedom by not knowing the basics.

How diversified should a mutual fund be?

The extent of diversification is driven by the mutual fund’s strategy and the market segment it invests in

How to Build Better Retirement Plans

Three experts from Morningstar offer their ideas on how to increase retirement savings.

Stock Brokers vs. Underwriters: What's the Difference?

Learning about underwriting and agency roles at a brokerage can give insight into how securities are issued and traded.

Looking for Dividend & Bond Proxies? Say Hello to Liquid Alts

When the Fed finally raises rates, typically safe investments will become risky. Liquid alts provide a sophisticated income solution.

4 Accounting Errors That Increases Freight Broker Bond Cost

Looking at getting into the freight business, you'll need a freight broker bond. 4 accounting errors can drive up freight broker bond cost.

Are You Paying Too Much for Your Broker Surety Bond?

If your bond is up for renewal, take a few minutes to research the alternatives to your current provider. You might qualify for a lower rate.

What Is a Dividend Trap?

Using A Dividend Trading Strategy? You Need To Know How Dividends Get Paid

Aside from being an incentive for long-term investors, dividends represent a great trading opportunity for those looking to capitalize on quick inefficiencies. But in order to use a dividend capture strategy, you first need to understand the timeline of how dividends get paid to investors. How Dividend Payments Work Most dividend payments are quarterly, but.. Read more

When A Loan Is Really A Dividend

Related parties, be they family members or commonly-controlled business entities, must be careful when transacting business with one another. They, and th

Companies May Become More Focused On Dividends As Bond Yields Rise

With bonds providing more competition for stocks, might companies place more emphasis on dividends in order to attract investors to a particular company's stock?

Warning Signs for Dividend Investors

Just because a company is paying a very high dividend does not make it a better investment than a lower yielding company. Here are 4 warning signs to watch for.

The Highest-Yielding Dividend Stock in Marijuana

This increasingly cannabis-focused company currently yields 6.5%.

Is Dividend Investing Good for Millennials?

The transition from the classroom to the workforce has been a difficult one for the average Millennial.

A Guide to Dividend ETF Investing

We have highlighted 10 most popular dividend ETFs for investors seeking yields and returns in a rocky market.

Could This Be The Perfect Dividend Stock for Retirees?

Investors getting close to retirement generally want two things from their portfolio: income and stability.