URPG Newsletter - Spring 2018

    URPG Newsletter - Spring 2018 Blog Post


    Preview of feature article:

    Dividend Investing: Small Payments Can Boost Returns

    Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e., price increases) and dividend payments. Of the two, capital appreciation carries the greatest potential for return, but it also carries the greatest potential for loss. And any gains or losses are only reaped when you sell your shares.

    By contrast, dividends typically offer more consistent modest returns that are paid while you hold your shares. For this reason, dividends have long been popular with retirees and others who are looking for regular income. But focusing on dividends can be appropriate for almost any investor, especially if dividends are reinvested to purchase additional shares.

    Although reinvesting dividends from individual stocks may not be cost-effective, mutual funds and exchange-traded funds (ETFs) generally offer an option to reinvest dividends and/or capital gains...

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    Message from Peter Gallagher - Spring 2018 Issue

    Dear friends,

    I hope that you have managed well during one of the longest winters on record. Today is May 13 and we began the day by turning on the heat again in our home and office!

    A lot has happened at URPG since our last newsletter. Earlier this quarter, the URPG staff attended a very productive offsite meeting. We also recently completed our semi-annual URPG Advisory Board meeting. Please let us know if you would like more information about these meetings.

    In addition to regularly monitoring the financial markets, URPG has been closely watching the changes associated with the Fiduciary rule. We'll continue to keep you posted as to this important regulation change.

    As I soon will enter my 25th year as a financial advisor, one phrase stands out to me. Your time with your family equals your wealth. Please continue to do what you can to stay healthy and enjoy the time with your loved ones. I am grateful that you have chosen URPG to help you achieve your future retirement goals.





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