How To Build A Dividend Portfolio Your Kids Inherit Without The Tax Bill
OCTOBER 11, 2026

How To Build A Dividend Portfolio Your Kids Inherit Without The Tax Bill

Unlock the potential of your dividend portfolio for your heirs by leveraging the step-up in basis (Section 1014). This strategy can allow your children to inherit substantial gains tax-free, contrasting sharply with the tax burdens of traditional IRAs and 401(k)s. Learn to navigate this landscape effectively and complete three...


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My High Yield Dividend Portfolio is Under Pressure
MARCH 10, 2026

My High Yield Dividend Portfolio is Under Pressure

In the latest video, the creator highlights the resilience of their high-yield dividend portfolio amidst market pressures, particularly noting the strong performance of real estate investment trusts (REITs), which now constitute 30% of the portfolio. Additionally, the dividend growth ETF, SCHD, has regained its leadership in...


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