June 2015

It's Complicated: Money and Happiness 
Does more wealth lead to more happiness? Researchers have tackled this question for decades, and although the results have differed, one fact is certain: the relationship between money and happiness is complicated. 

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Planned Charitable Giving 
Today more than ever, charitable institutions stand to benefit as the first wave of baby boomers reach the stage where they're able to make significant charitable gifts.

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Millennials vs. Boomers: How Wide Is the Gap? 
When it comes to finances, there may not be as much difference between baby boomers and millennials as you might expect.

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How important are dividends in the S&P 500's total returns? 
Dividend income has represented roughly one-third of the total return on the Standard & Poor's 500 since 1926, and in years when the index performs poorly, the contribution of dividends can be even more dramatic.

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Are stock dividends reliable as a source of income? 
Dividends can be an important source of income. However, there are several factors you should take into consideration if you'll be relying heavily on them to help pay the bills.

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This information is not intended to be tax or legal advice. It is provided for your education only by Pennytree Advisers, LLC. Individual circumstances may vary.


Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2015.

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