July 7, 2025 Investor Insights

Dividends Pay Off

July 7, 2025

Enjoy this week's "Investor Insights," a weekly newsletter that highlights the financial news you need and provides tips and tricks for making better investment decisions.

Over the past 50 years, the S&P 500 has gained an average of 1.1% in July, rising 54% of the time. It’s the fifth-best month overall and the only one from May to October with 1%+ average gains. *1
Since 1935, when social security was signed into law, life expectancy has increased by 17 years, but the age of full Social Security benefits only increased by two years (to age 67), leading the program to add more financial strain on the country. 1
President Trump has now said BRICS countries (Brazil, Russia, India, China, South Africa) will face an extra 10% tariff. BRICS has grown from a concept into a powerful group representing 40% of the global economy and half the population. 2
Recent studies show S&P 500 dividend-paying stocks returned 9.2% annually over the past 50 years—more than double the 4.3% return of non-dividend payers, with lower volatility. *3

Sources:

MFS- "Beyond the News"
Bloomberg - "What Is BRICS, the G-7 Alternative Being Pushed by China?"
WSJ - "Why Investors Are Right to Love Dividends"

*Past performance is not indicative of future performance

Disclosure: This information is furnished for the use of Glen Eagle Advisors, LLC, Glen Eagle Wealth, LLC, and their clients and/or contacts. It does not constitute the provision of investment advice to any person. It is not prepared with respect to the specific objectives, financial situation, or particular needs of any specific person. Investors reading this commentary should consult with their Glen Eagle representative/financial advisor regarding the appropriateness of investing in any securities or adapting any investment strategies discussed or recommended in this newsletter.

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