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I appreciate the valuable insights.

Thanks for the replies. I mentioned my age only to show reason for being conservative with my investments.

Thanks for the reply. I mentioned my age only to validate my reason to be be conservative with my investments.

I have used Schwab for my margin account and IRA's for years. I have an acct at OptionsXpress (now part of Schwab) that I use for options trading. As I have gotten older (67) I have thought that maybe someone else could do a better job making investment decisions than me. I recently spoke with...

More bad info, From Morningstar, "Dividend and Capital Gains Taxes For most investors, dividend and long-term capital gains tax rates will remain unchanged from 2013 to 2014. As in the past, investors in the 10% and 15% tax brackets will pay nothing on qualified dividends and long-term capital...

I'm very surprised to read some of the opinions regarding dividend stocks and index funds. To illustrate to incredible power of a "Dividend Aristocrat" stock, take a look at AT&T, symbol T. You could have bought it in 2011 for $25/share. Today it is $33 per share. Up 32% in just over 2 years...

The screen produced 18 different funds that met the following criteria. return of >10% for 1, 3, 5, 10 yrs, Morningstar Overall of 3 Stars of greater, average or above historical return and average or below historical risk Don't see a lot of luck or gambling with these results.

It has been my intent to continue to accumulate dividend paying stocks for my retirement. As these stocks have gotten more expensive more research is required to not overpay for a stock. To reduce the amount of time and work involved I thought about buying mutual funds using Schwab's screener...