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Trey Welstad

Overcoming Low Yields and a Market Downturn with a Rising Dividend Strategy

In just the last six months, the convergence of historically low Treasury yields, increasing stock market volatility, and the looming threat of a recession has been creating a challenging time for income-seeking investors.

We believe that it is critically important for retirees and pre-retirees to understand the risks of reaching for higher yields and to consider alternative strategies for creating lifetime income sufficiency.

Right now, a rising-dividend strategy may be the best option for weathering the storm while generating a sustainable and growing income.

(Trey Welstad, November 2019)

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Trey Welstad Published in Financial Advisor Magazine

Trey Welstad Published in Financial Advisor Magazine

December 3, 2019

Trey Welstad, Portfolio Manager at Integrity Viking Mutual Funds, has been published in Financial Advisor Magazine with his article "Overcoming Low Yields And A Market Downturn With A Rising Dividend Strategy".

Trey Welstad on TD Ameritrade Discussing Dividends

Trey Welstad on TD Ameritrade Discussing Dividends

December 2, 2019

Trey Welstad, Portfolio Manager at Integrity Viking Mutual Funds, on TD Ameritrade discussing dividends during low interest rates and periods of volatility.

Williston Basin Mid-North America Name Change

Williston Basin Mid-North America Name Change

November 15, 2019

Integrity Viking Funds is excited to announce that effective November 28, 2019 the Williston Basin Mid-North America Stock Fund will change its name to the Integrity Mid-North American Resources Fund.

Is Wall Street too ready to ‘pen the obituary’ of the 60-40 standard portfolio?

Is Wall Street too ready to ‘pen the obituary’ of the 60-40 standard portfolio?

November 11, 2019

Trey Welstad, Portfolio Manager at Integrity Viking Mutual Funds, told MarketWatch he thinks investors are “rethinking retirement” by investing in dividend stocks with a low beta, or correlation with the broader stock market, that also have a long history of paying dividends and raising dividends over time.