At Peachtree Investment Partners, we have a long-term relationship with our clients. We work with you to build a customized portfolio that reflects your goals, your financial situation and your approach to risk. Our primary focus has been and remains on preservation of principal.
We use a number of criteria to evaluate companies for client portfolios. We look at a company’s historical performance as well as the potential for future performance. In particular, we consider a company’s profitability and its positioning in the market. We also prefer companies that pay dividends.
We make dividend-paying stocks the centerpiece of our clients’ portfolios. Dividend-paying stocks can add significantly to overall returns and also can help smooth out volatile markets. Although we do invest in some select stocks that do not pay dividends, we focus mainly on those that do.
There is a lot of news these days, but the markets don't seem to be paying much attention. The big jumps that followed the election have mostly leveled off, at least for the moment. Instead, the markets seem focused on the kind of data that drives economic rather than political fortunes. And that data is largely mixed.
More than two months into the Trump presidency, its effect on the markets remains unclear. After a brief dip right after the election, the Dow Jones Industrial Average started a climb that topped out at a record-breaking close of 21,115 on March 1. Most market watchers gave at least some of the credit for the rise to optimism on the part of companies and investors about the new president's commitment to reducing regulations, cutting taxes and otherwise enacting a business-friendly agenda.
As we near the inauguration of President-elect Donald Trump, there seems to be a kind of underlying nervousness among many investors. This is not unusual; investors are often concerned about how the markets will adapt to a new administration. But it could be more profound than usual this time around.
