Weekly Roundup - October 4, 2014

Another week down and we can count off September as well.  The second half of September took the markets on quite a ride but with volatility increasing that usually means lower prices and better entry points.  I took advantage of the volatility earlier this week to initiate a new position in United Technologies (UTX) and add to an existing one as well, that write up is coming early next week.  I love when one month ends and another begins because that means it's time for dividend updates to be coming out.  That's honestly one of my favorite things, seeing how many of you are taking control of your future by investing today for tomorrow.

Other than that it was another work filled week which was honestly welcomed after the craziness of the past few months with Lucas, our son.  It was nice to get back into a semi-routine and have a sense of normalcy.  Plus it didn't hurt that I was able to actually write some posts here.  It's a nice little escape.  Other than that we're stuck in limbo with Lucas until Monday when we'll hear back from the FDA.

I know it's a bit old but it's interesting to see nonetheless.  The New York Times had an interesting chart showing the tax rates, across all levels, for companies in the S&P 500 between 2007 and 2012.  During that period 9 companies paid no taxes at all and 1 out of 7 paid less than a 10% effective tax rate.  The insurance and energy industries had the highest effective tax rates at 51% and 37% respectively.  Anyways, here's the link to the interactive infographic if you want to play around with it.

In case you missed them, here's the posts from the past two weeks.
Thanks again to all of you that stopped by, commented or shared posts from Passive-Income-Pursuit these past two weeks.  I truly appreciate it and can't thank you all enough.  I'm hoping things will settle down a bit so I can get back to a regular posting schedule but things might be extremely hectic next week.

Now on to the links!

Why I'm liking accumulation vs one-time investment by Financially Integrated

If my 2 1/2 year old son could buy stocks by Retire Before Dad

I have failed BANKRUPTCY! by Asset-Grinder

Do you sell after a dividend cut? by DivHut

Recent buy by Dividend Mantra

You don't need to be right all the time to succeed with dividend investing by Dividend Growth Investor

Will you encourage your kids to attend college? by Income Surfer

Outlook for October 2014 by Roadmap2Retire

Ma Bell by Dividend Dreamer

My investment plan, made real! by Dividend Developer

The psychology of lower returns by A Wealth of Common Sense

The world continues to ignore Warren Buffet's coiled spring by The Conservative Income Investor

I hope you all have a great weekend!


  1. JC,

    Thanks for the inclusion. Much appreciated.

    I hope all remains well with Lucas. :)

    Best wishes!

    1. DM,

      No problem.

      Things are still up in the air but I just heard from the hospital and the procedure is a go. So he should at least get a better shot to fight this!

      Thanks for stopping by!

  2. Thanks for the inclusion. UTX should do just fine over the long haul.

    Keep cranking,

    Robert the DividendDreamer

    1. Robert,

      I'm excited to start a position with UTX and I expect good things from them for years to come.

      Thanks for stopping by!

  3. Thank you for mentioning my college savings post. Have a great week buddy!

    1. Bryan,

      Well it's looking like it'll be a good week. Finishing up a well as I type and then I'll be heading home tonight. Just got word that they'll be doing the procedure that should give Lucas a better shot. And I should be home for a week. It's starting off good so far!

      Thanks for stopping by!

  4. JC -- hope all goes well with Luke and that you'll hear great news tomorrow...


    1. Ferdi,

      Just got word from the hospital and they said we a go for the procedure. It's still not a guarantee but it should give him a better shot which is great!

      Thanks for stopping by!


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