Confluence of Ideas – Deja vu for Dividends?

History is rhyming. The last time dividend stocks were this out of favor, the dot-com bubble was peaking. Portfolio Manager Tom Dugan joins Director of RIA Relationships Emily D'Agostino to discuss why that dynamic looks a lot like 1999, what the historical data says about what comes next, and why the Confluence IDEA strategy's quarter-century of consistent philosophy and construction may be precisely what this moment calls for. If history is any guide, patient investors may be about to be rewarded.