Investment Thesis
June marks the fourth month that I have tracked John's dividend income from his Traditional and Roth IRAs. Unlike the taxable account, we did not start making significant changes to John's retirement accounts until after the first of the year. Fortunately, most of these stocks are now what I refer to as seasoned and have begun producing consistent dividends that John can rely on.
For those who are unfamiliar with this series, John is a client of mine who I assist in managing (part) of his retirement portfolio. John's retirement portfolio contains a