Bridging the Retirement Income Gap
October 2, 2019 at 10:00 AM

Bridging the Income Gap with Preferred Stocks

An online webinar. Additional instructions will be emailed to you upon registration.

About this Event

Join us for our live webinar on Wednesday, October 2, 2019, at 10:00 a.m. Pacific/1:00 p.m. Eastern.

In today’s market environment, finding yield has become increasingly problematic for investors. This can be especially true for those in—or nearing—retirement. For these investors, one good option may be preferred stocks.

While you’ve probably heard of common stock, many investors are new to the world of preferred stocks. Often referred to as hybrid investments because of their likeness to common stock and bonds, preferred stocks have the potential for high yields with stable dividend payments—two common traits sought out by retirees. Preferred stocks are even used by the likes of Warren Buffet.

Interested in learning more? Sign up today for our webinar on preferred stocks and get the lowdown on these unique investments. We’re excited to be featuring special guest Jeff Schwaber, Chief Executive Officer of Bluerock Capital Markets, for this upcoming event

Here are just some of the topics we’ll cover:

  • What are the advantages and disadvantages of owning a preferred stock over common stocks and bonds?
  • Are there any potential tax advantages to owning preferred stocks?
  • Where do preferred stocks fit into retirement planning?
  • Is a preferred stock a suitable match for my portfolio?

If you’re interested in an investment that offers the potential to earn income, we’ll show you why preferred stocks may offer higher and more consistent dividends. Register today!

Event Details

October 2, 2019 at 10:00 AM

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice. 

It is important to keep in mind that investments in fixed income products are subject to liquidity (or market) risk, interest rate risk (bonds ordinarily decline in price when interest rates rise and rise in price when interest rates fall), financial (or credit) risk, inflation (or purchasing power) risk and special tax liabilities. Interest may be subject to the alternative minimum tax. Treasury securities are backed by full faith and credit of the U. S. Government but are subject to inflation risk. 

Jeff Schwaber and Bluerock Capital Markets are not affiliated with Lucia Securities.