OVERVIEWS AND SUMMARIES

• • Current Quarterly Review
• • Strategy Summary
• • SRI Policy

• • Current Shareholders Advocacy Newsletter
• • Annual GIPS Disclosure

INCOME-EQUITY STRATEGY

• • Current Income-Equity Quarterly Review
• • Dividend Introduction
• • Dividend Stability
• • MLP Executive Summary

INCOME-EQUITY NO MLP

• • Current Income-Equity NoMLP Quarterly Review
• • Dividend Introduction
• • Dividend Stability

HIGH-YIELD EQUITY (THE 9TH DECILE)

• • Current High-Yield Equity Quarterly Review

MLP STRATEGY

• • Current MLP Strategy Quarterly Review
• • MLP Executive Summary

GLOBAL UTILITIES + INFRASTRUCTURE

• • Latest Global Utilities Quarterly Review
• • Global Utilities Introduction

DISTRIBUTION / MERGING UTILITIES

• • Current Distribution Quarterly Review

RISING DIVIDEND PLUS

• • Current Rising Dividend Plus Quarterly Review

ADDITIONAL INSIGHT

• • Why Dividends Matter / The Lost Decade
• • High-Yield Stocks in Retirement
• • Rolling Excess Returns of High-Yield Stocks
• • Article: The Sweet Spot

• • Article: Barron's
• • Article: Equity Duration and Rising Interest Rates
• • Article: Alpha Hiding in Plain Sight?
• • Article: Income and the Long View
• • Article: Human Face of Dividends

VIDEOS AND PRESENTATIONS

• • VIDEO: Are Dividend Paying Stocks Better Than Tenants?
• • PDF: Are Dividend Paying Stocks Better Than Tenants? Presentation
• • VIDEO: Why Dividends Matter
• • VIDEO: Will My Money Last as Long as I Do?
• • PDF: Will My Money Last Presentation
• • VIDEO: What Are MLPs?