We share insights from our team of financial specialists and curate relevant news to keep you informed as the investment landscape continues to change.
DAC Insights
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…
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…
Energy Outlook
ENERGY INVESTOR MONTHLY
Since Congress passed the Inflation Reduction Act (IRA) in 2022, there is renewed interest in hydrogen as a fuel source and ammonia is increasingly being…
Energy Investor Monthly – March | April 2023
The 2022 Inflation Reduction Act made significant changes to the 45Q Tax Credits increasing economic incentives in carbon capture sequestration, utilization, and storage projects. This month we review how 45Q is expanding investment opportunities from the capturing, removing, and storing carbon dioxide (CO2) and other greenhouse gases…
Informed Dividend Investors
Informed Dividend Investors – Q2 2023
With uncertainties over a recession, earnings, and increases in both government and corporate debt costs, it’s no surprise that dividend increases were down and dividend decreases were up in Q2 2023. In this quarter’s Informed Dividend Investors publication, we address and explore ways to mitigate the volatility of dividend payments
Informed Dividend Investors – Q4 2022
In this quarter’s Informed Dividend Investors publication we reaffirm the beneficial factors of dividend investments in times of high rates and inflation…
News
The Benefits of Using a Wealth Management Firm
Wealth management is an umbrella term for the financial advisory services a wealthy person can choose from to manage their financial assets. Although the service…
DAC Joins Fidelity FMAX Platform
Dividend Assets Capital, LLC is pleased to announce that that its Equity and Equity Income strategies have been added as managed portfolio options offered through the Fidelity Managed Account Xchange® (“FMAX”) platform.
Market Commentary
DAC Market Perspectives (Midyear 2023)
Kicking The Can Down The Road…
The rally in risk assets continued in the second quarter as the U.S. equity markets successfully fought off concerns about the U.S. banking system and worries that the Federal government would exceed its debt ceiling in June. However, there are some signs of weakness on the horizon keeping the dreaded R-word ‘Recession’ front and center as the Fed continues its fight to rein in inflation…
DAC Market Perspectives: June 2023
Hop, Skip, Jump, or Pirouette… What Will the Fed Do Next?
After months of contentious negotiations, the global financial markets can finally breathe a collective sigh of relief that Congress and the Biden administration reached an agreement to raise the U.S. government’s $31.4 trillion debt ceiling and avoid a default, which even the most entrenched politicians determined would be bad for both the economy and their political futures…