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Author: Bloom Investment Counsel, Inc.

Where Do Dividend Investors Fit within Growth and Value Investing Styles?

As a follow on to our articles Growth vs. Value Investing—How do These Two Styles Differ? and Can You Be Both a Growth and a Value Investor?, in this article we focus on income (dividend) investing as it pertains to equity portfolios. What is income (dividend) investing and where do dividend investors fit within growth and value investing styles?

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Why is a Digital Legacy Important to Your Estate Plan?

You probably think your current estate plan covers all your assets, from real estate or a business to investment accounts, and therefore protects your loved ones and the assets you’ve worked hard to accumulate—but what about your digital assets? In this article, we discuss the definition of digital assets, give examples of what they encompass, and explain why planning for a digital legacy may be an important update to your estate plan.

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Building Your Wealth: Is it Better to Rent or Buy a Home?

When building your wealth, is it better to rent or buy a home? Contrary to popular perception, renting doesn’t necessarily mean that you are throwing money away every month and buying doesn’t necessarily mean that you are building more wealth in the long-run. It all depends on what you do with your money—subject to current interest rates, the state of the housing market, and the state of the economy. Here are some monetary considerations connected with the “rent vs. buy” decision.

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Growth vs. Value Investing—How Do These Two Styles Differ?

Two of the most common investing styles are growth investing and value investing. These styles can be at the opposite ends of the stock selection spectrum: to select a growth stock, investors look for companies that have current and future earnings growth potential; to select a value stock, investors look for stocks that based on their analysis are currently undervalued. What is the difference between growth and value stocks, what are some potential investor biases for each, and is one style ultimately better than the other?

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