Bloom’s investment approach is centred around our belief in the long-term benefits of investing in income generating investments, specifically dividend-paying stocks, which has helped provide our clients with comfort to invest in the stock market.
For high-net-worth individuals and families, our investment approach can not only protect and preserve net worth, but also provide income that can be used for retirement, philanthropic ambitions, and more, without the need to withdraw from capital.
For endowments, foundations, corporations, institutions, trusts, and more, our investment approach can provide a more tax-efficient strategy as dividend-paying stocks have a lower tax rate. Income can also be used to fulfill the mandatory disbursement requirement for a foundation.
If an additional income stream is not necessary, we will reinvest the generated income, with the portfolio continuing to grow through our long-term investment approach.
Dividend-paying stocks have many benefits including:
Still uncertain about investing in the stock market? Here are some common investment misconceptions, explained, that can assure you are making the right decision when you choose to build your wealth with Bloom. Or talk to us, we’re here to help.