We share insights from our team of financial specialists and curate relevant news to keep you informed as the investment landscape continues to change.

Category: DAC Insights


  • DAC Insights: Asset AND Income Growth

    Most conversations about portfolio results focus on total return. We believe that growth of portfolio income is an equally important investment outcome, but it is underappreciated and often simply overlooked. Examining results from the DAC Equity strategy composite over the last decade demonstrates how both outcomes can be achieved from a single investment strategy…

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  • DAC Insights: The Impact Of Midstream MLPs On An Income Generating Portfolio

    Dividend Assets Capital (“DAC”) has been an investor in energy infrastructure, particularly midstream Master Limited Partnerships (“MLPs”), since their beginning. Midstream MLPs are involved in the transportation, processing and storage of oil, natural gas and their liquids. They typically operate fee-based business models by entering long-term contracts with their customers and reward their investors with attractive distributions yields, especially in low-interest-rate environments…

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  • DAC Insights: Enhance A Retirement Portfolio’s Income With Dividends

    Incorporating securities that consistently pay dividends with sustainable growth rates into an overall retirement investment plan may help investors achieve their income needs and reduce the possibility of outliving their assets.

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  • DAC Insights: Enhance A Retirement Portfolio’s Income With Dividends

    Incorporating securities that consistently pay dividends with sustainable growth rates into an overall retirement investment plan may help investors achieve their income needs and reduce the possibility of outliving their assets.

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  • DAC Insights: Should I Convert to a Roth IRA?

    We’ve been asked this question many times over the years and one would think it would be a pretty straight forward response—Yes or No. Like all great questions, before it can be sufficiently answered, you will need to begin by asking the right questions…

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  • DAC Insights: How Stocks and Dividend Growth Fare During Rate Hikes and Inflation

    With the Federal Reserve set to begin raising interest rates next week coupled with historically high inflation, DAC has provided a historical look at what typically happens to stocks and Dividend Growth investing when these forces are at play.…

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  • DAC Insights: Russian Invasion of Ukraine

    The Russian invasion of Ukraine is having a major impact on global energy and capital markets. DAC has produced a summary of our thought on how this crisis may impact an investor’s portfolio and how investors should think about this in the short- and long-term…

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  • DAC Insights: Human Emotion & Investing…The Enemy Within

    It is said that predictability is one of the foundations of all human behavior. Most of us in some way strive for consistency and predictable routines which causes us to react at times irrationally and or negatively to uncertainty. Thus, the volatility of the financial markets and human behavior are inevitably at odds both with fear and greed. There have been many studies over the years trying to determine just how successful are individual investors. One of the most widely quoted research firms in this area, Dalbar, concluded a 20-year study which analyzed investors’ market timing successes and failures through their net purchases and sales of mutual fund shares. They call this the Guess Right Ratio…

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  • DAC Insights: Yield-On-Cost and Dividend Growth

    Yield-On-Cost can provide insight into the potential future income on an investment today…

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  • DAC Insights: 2021 Year-End Tax Considerations

    As we approach the end of 2021, there are several tax planning strategies that you may want to consider…

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