Research Library

Research Library

Diversified Stock Income Plan (DSIP)

  • pdf iconDSIP 2017 Concept Review
    The Diversified Stock Income Plan (DSIP List) focuses on companies that the Advisory Services Group believes will provide consistent annual dividend growth over a long-term investment horizon. Our objective is to provide a broad list of high quality, industry leading companies from which an investor can assemble a well-diversified portfolio. Through consistent dividend growth, our goal is to help investors stay ahead of the wealth eroding effects of inflation. (Annual 2017)




 
  • pdf iconDSIP First Quarter 2017 Review
    Review this quarterly update to the Diversified Stock Income Plan, which includes an overview of the plan's primary objectives and stock selection criteria, as well as a list of those stocks that have been recently added to and deleted from the DSIP list. (2nd Qtr 2017)


 
  • pdf iconDSIP Quarterly Performance Results as of March 31, 2017
    Performance results for the Diversified Stock Income Plan (DSIP) versus the S&P 500 - Total Return. Also included is a helpful graphic depicting the growth of a $10,000 investment made in the DSIP List versus the S&P 500 from 11/29/1993 to 3/31/2017. (2nd Qtr 2017)


 
  • pdf iconDSIP List Dividend History - 2017
    Many DSIP List companies have a long history of providing investors with a rising stream of income through annual dividend growth. This report lists the calendar year dividends paid since 2007 for each company included on the DSIP List through the end of 2016. It also provides the historical one- year, three-year, five-year and ten-year dividend growth rates for each company. (Annual 2017)



 

Tax Planning

  • pdf icon2017 Tax Planning Tables
    Important deadlines, income tax rate schedules, capital gains/losses and dividends rates, as well as retirement account deferral and deductibility limits for 2017.
 
 
  • pdf icon2016 Tax Planning Tables
    Important deadlines, income tax rate schedules, capital gains/losses and dividends rates, as well as retirement account deferral and deductibility limits for 2016.
 
 

Social Security & Medicare Planning

  • pdf iconSocial Security and Your Retirement
    To factor Social Security into your retirement plan, you should know how you can enhance your benefits and how much income you may need from other sources to be financially comfortable during retirement — especially if a portion of your benefits is subject to taxation.


     
 

Estate Planning

  • pdf iconFive Most Important Estate Planning Documents
    No matter what your age or net worth, you need an estate plan to protect yourself, your loved ones and your assets — during your lifetime as well as after your death. Before visiting with your attorney, it's helpful to have a basic understanding of the documents he or she may recommend for your plan.


 

Envision Planning

  • pdf iconAn Envision Planning Checklist
    This is a helpful checklist of the financial documents that would be beneficial to our planning process, along with questions we will ask you to build an Envision plan that holds real financial meaning for your future.


 

Retirement Plans

  • pdf iconSEP, SIMPLE and 401(k) Comparison Fact Sheet
    A handy comparative summary on eligibility requirements, tax-filing deadlines, allowable contribution types, and salary deferral limits for those clients interested in establishing a retirement plan.

 

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