ROCA Financial Solutions Inc.
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The Right Conversation Today Can Shape Your Tomorrow.
Our mission at ROCA is to partner with you to help transform Taxes into Wealth Today and build Legacies for Tomorrow. Through Solid Strategic Solutions we help achieve financial freedom while making a lasting impact on your family and community.
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The Team at ROCA
Our mission at ROCA is to partner with you to help transform Taxes into Wealth Today and build Legacies for Tomorrow. Through Solid Strategic Solutions we help achieve financial freedom while making a lasting impact on your family and community.
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Having difficult conversations at the begining, builds trust, prevents conflict, and sets the foundation for both financial success and family harmony.
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Why Dividends Matter to Investors
Dividends may not make flashy headlines, but they remain one of the 𝐦𝐨𝐬𝐭 𝐝𝐞𝐩𝐞𝐧𝐝𝐚𝐛𝐥𝐞 𝐰𝐚𝐲𝐬 to earn 𝐚 𝐫𝐞𝐭𝐮𝐫𝐧 𝐨𝐧 𝐲𝐨𝐮𝐫 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬.
I often hear, “𝘐'𝘮 𝘷𝘦𝘳𝘺 𝘤𝘰𝘯𝘴𝘦𝘳𝘷𝘢𝘵𝘪𝘷𝘦, 𝘐 𝘥𝘰𝘯'𝘵 𝘭𝘪𝘬𝘦 𝘳𝘪𝘴𝘬, 𝘵𝘩𝘢𝘵'𝘴 𝘸𝘩𝘺 𝘐 𝘬𝘦𝘦𝘱 𝘮𝘺 𝘮𝘰𝘯𝘦𝘺 𝘰𝘯 𝘎𝘐𝘊’𝘴.” 𝐁𝐮𝐭 𝐡𝐞𝐫𝐞 𝐢𝐬 𝐭𝐡𝐞 𝐭𝐫𝐮𝐭𝐡: being too conservative can be the biggest risk of all.
Dividends offer a balanced way to grow your wealth, provide income, and protect against inflation without taking an unnecessary risk.
This articles a great read on 𝐰𝐡𝐚𝐭 𝐝𝐢𝐯𝐢𝐝𝐞𝐧𝐝𝐬 𝐚𝐫𝐞 𝐚𝐧𝐝 𝐡𝐨𝐰 𝐭𝐡𝐞𝐲 𝐰𝐨𝐫𝐤 perfect for anyone looking to strengthen their financial knowledge.
𝘈𝘯 𝘦𝘹𝘤𝘦𝘳𝘱𝘵 𝘧𝘳𝘰𝘮 𝘵𝘩𝘦 𝘢𝘳𝘵𝘪𝘤𝘭𝘦 𝘣𝘦𝘭𝘰𝘸:
“𝐖𝐡𝐲 𝐃𝐢𝐯𝐢𝐝𝐞𝐧𝐝𝐬 𝐀𝐩𝐩𝐞𝐚𝐥 𝐭𝐨 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬
Dividends may appeal to investors for several reasons:
𝐈𝐧𝐜𝐨𝐦𝐞-𝐬𝐞𝐞𝐤𝐢𝐧𝐠 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬, such as conservative investors or retirees, may be seeking regular cash flow and financial stability.
Investors using a dividend reinvestment plan (DRIP), which reinvests payouts to compound growth. 𝐑𝐞𝐢𝐧𝐯𝐞𝐬𝐭𝐞𝐝 𝐝𝐢𝐯𝐢𝐝𝐞𝐧𝐝𝐬 𝐚𝐜𝐜𝐞𝐥𝐞𝐫𝐚𝐭𝐞 𝐭𝐡𝐞 "𝐩𝐚𝐲𝐛𝐚𝐜𝐤" on your investment, creating a long-term compounding effect that can help grow your wealth even further.
𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐬𝐞𝐞𝐤𝐢𝐧𝐠 𝐥𝐨𝐰𝐞𝐫 𝐯𝐨𝐥𝐚𝐭𝐢𝐥𝐢𝐭𝐲 —dividend-paying stocks tend to be more stable and hedge better during downturns compared with non-dividend-paying stocks.”
Thoughtful planning creates balance.
📌Dividends can help you enjoy your wealth today while securing your legacy for tomorrow. 𝐋𝐞𝐭’𝐬 𝐜𝐨𝐧𝐧𝐞𝐜𝐭 𝐭𝐨 𝐝𝐢𝐬𝐜𝐨𝐯𝐞𝐫 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐩𝐨𝐭𝐞𝐧𝐭𝐢𝐚𝐥 𝐝𝐢𝐯𝐢𝐝𝐞𝐧𝐝𝐬 𝐜𝐚𝐧 𝐛𝐫𝐢𝐧𝐠 𝐭𝐨 𝐲𝐨𝐮𝐫 𝐩𝐥𝐚𝐧.
https://www.investopedia.com/why-dividends-matter-to-investors-11809301#:~:text=The%20Bottom%20Line-,Why%20Dividends%20Matter%20to%20Investors,-From%20income%20to
I often hear, “𝘐'𝘮 𝘷𝘦𝘳𝘺 𝘤𝘰𝘯𝘴𝘦𝘳𝘷𝘢𝘵𝘪𝘷𝘦, 𝘐 𝘥𝘰𝘯'𝘵 𝘭𝘪𝘬𝘦 𝘳𝘪𝘴𝘬, 𝘵𝘩𝘢𝘵'𝘴 𝘸𝘩𝘺 𝘐 𝘬𝘦𝘦𝘱 𝘮𝘺 𝘮𝘰𝘯𝘦𝘺 𝘰𝘯 𝘎𝘐𝘊’𝘴.” 𝐁𝐮𝐭 𝐡𝐞𝐫𝐞 𝐢𝐬 𝐭𝐡𝐞 𝐭𝐫𝐮𝐭𝐡: being too conservative can be the biggest risk of all.
Dividends offer a balanced way to grow your wealth, provide income, and protect against inflation without taking an unnecessary risk.
This articles a great read on 𝐰𝐡𝐚𝐭 𝐝𝐢𝐯𝐢𝐝𝐞𝐧𝐝𝐬 𝐚𝐫𝐞 𝐚𝐧𝐝 𝐡𝐨𝐰 𝐭𝐡𝐞𝐲 𝐰𝐨𝐫𝐤 perfect for anyone looking to strengthen their financial knowledge.
𝘈𝘯 𝘦𝘹𝘤𝘦𝘳𝘱𝘵 𝘧𝘳𝘰𝘮 𝘵𝘩𝘦 𝘢𝘳𝘵𝘪𝘤𝘭𝘦 𝘣𝘦𝘭𝘰𝘸:
“𝐖𝐡𝐲 𝐃𝐢𝐯𝐢𝐝𝐞𝐧𝐝𝐬 𝐀𝐩𝐩𝐞𝐚𝐥 𝐭𝐨 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬
Dividends may appeal to investors for several reasons:
𝐈𝐧𝐜𝐨𝐦𝐞-𝐬𝐞𝐞𝐤𝐢𝐧𝐠 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬, such as conservative investors or retirees, may be seeking regular cash flow and financial stability.
Investors using a dividend reinvestment plan (DRIP), which reinvests payouts to compound growth. 𝐑𝐞𝐢𝐧𝐯𝐞𝐬𝐭𝐞𝐝 𝐝𝐢𝐯𝐢𝐝𝐞𝐧𝐝𝐬 𝐚𝐜𝐜𝐞𝐥𝐞𝐫𝐚𝐭𝐞 𝐭𝐡𝐞 "𝐩𝐚𝐲𝐛𝐚𝐜𝐤" on your investment, creating a long-term compounding effect that can help grow your wealth even further.
𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐬𝐞𝐞𝐤𝐢𝐧𝐠 𝐥𝐨𝐰𝐞𝐫 𝐯𝐨𝐥𝐚𝐭𝐢𝐥𝐢𝐭𝐲 —dividend-paying stocks tend to be more stable and hedge better during downturns compared with non-dividend-paying stocks.”
Thoughtful planning creates balance.
📌Dividends can help you enjoy your wealth today while securing your legacy for tomorrow. 𝐋𝐞𝐭’𝐬 𝐜𝐨𝐧𝐧𝐞𝐜𝐭 𝐭𝐨 𝐝𝐢𝐬𝐜𝐨𝐯𝐞𝐫 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐩𝐨𝐭𝐞𝐧𝐭𝐢𝐚𝐥 𝐝𝐢𝐯𝐢𝐝𝐞𝐧𝐝𝐬 𝐜𝐚𝐧 𝐛𝐫𝐢𝐧𝐠 𝐭𝐨 𝐲𝐨𝐮𝐫 𝐩𝐥𝐚𝐧.
https://www.investopedia.com/why-dividends-matter-to-investors-11809301#:~:text=The%20Bottom%20Line-,Why%20Dividends%20Matter%20to%20Investors,-From%20income%20to
Office information
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.