The Role of Dividend Growers in a Retirement Portfolio
Over the last few days, several clients reached out regarding our CIO Martin Fridson’s Reuters article on dividend “aristocrats.” The core idea Marty highlighted is intuitive: if inflation stays stubborn, income strategies that only maximize today’s yield can lose purchasing power over time, while businesses that raise dividends over time may help your income keep up with inflation. Marty illustrated this by contrasting a fixed-rate bond bought in 2015 and a dividend growe
Dec 15, 20255 min read
Growing Up in the Age of AI
A guest post by Lior Blum, Livian & Co. Intern from Northeastern University - Class of 2026 Last week, I finished a financial modeling assignment in three hours that would have taken me all night just a year ago. Not because I got smarter, but because I learned to work with AI as a partner. As I continue my internship here at Livian & Co., I wanted to share what it feels like to be 20 and entering a workforce where AI isn't some distant concept, but a daily reality. My genera
Dec 4, 20253 min read
Closed-End Funds and the Myth of the Discount: What Investors Need to Know
I f you’ve ever sat through a pitch on a closed-end fund (CEF), chances are the salesperson led with one selling point: It’s trading at a...
Sep 9, 20253 min read
