The Power of Dividends in Long-Term Investing

Описание: Growth stocks may grab the headlines, but for retirees, dividends often do the heavy lifting.

In this video, Robert Amato, CFP®, CIMA® and Principal at Compass Wealth Management, explains why dividend-paying sectors can offer competitive long-term returns with lower volatility. That’s a powerful combination for anyone drawing income from their investments.

Using side-by-side comparisons like Consumer Discretionary vs. Staples and Tech vs. Utilities, you’ll see how reinvested dividends dramatically close performance gaps. In one case, a 358% lead in price-only returns shrinks to just 68% when dividends are factored in.

Learn how Compass’s dividend-focused strategy fits into our broader Investment Road Signs framework, designed to help retirees manage risk and preserve income stability.

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Chapters:
00:00 – Why Dividends Matter for Retirees
00:30 – Consumer Discretionary vs. Staples: Price-Only Returns
00:59 – The Story Changes: Total Returns with Dividends
01:27 – Tech vs. Utilities: An Even More Extreme Example
01:57 – How Dividends Close the Performance Gap
02:27 – Compass's Dividend-Focused Sector Strategy
02:55 – Our Investment Road Signs Framework
03:24 – Providing a Smoother Ride for Clients
03:49 – Like, Subscribe and Schedule a Meeting

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This material is not intended to be relied on as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of August 22, 2025, and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Compass Wealth Management to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. Past performance is no guarantee of future results. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. Investments involve risks.