Finance
Jenny Harrington on the State of Dividend Investing Today
Date: 2025-11-18 22:30:10
Today I’m excited to sit down once again with Jenny Harrington, CEO of Gilman Hill Asset Management, professional money manager, CNBC contributor, and author of Dividend Investing – Dependable Income to Navigate All Market Environments. If you care about income investing, dividend strategy, dividend stocks, or high-quality cash flow, this is a must-watch conversation.
With markets shifting rapidly — from AI and Big Tech dominance to questions around traditional value and income strategies — now is the perfect time to get Jenny’s expert perspective on where dividend investing truly stands today.
In this interview, we cover:
• Whether dividend strategies are being unfairly dismissed in an AI-driven market
• How to stay disciplined when growth stocks outperform dividend payers
• Early warning signs that a dividend may be at risk
• The biggest risks dividend investors face heading into 2026
• Common portfolio construction mistakes (even pros make!)
• How to avoid dangerous yield traps
• Income ETFs and options-based strategies vs. traditional dividend investing
• Thoughts on Kimberly-Clark and the proposed Kenvue acquisition
• How often Jenny revisits her investment thesis
If you’re looking for dividend investing insights, income strategy guidance, or long-term portfolio ideas, Jenny delivers a ton of actionable wisdom.
Follow Jenny:
www.gilmanhill.com
X: @gilmanhill
Buy Jenny’s Dividend Investing Book: https://bookshop.org/a/115069/9781804090466
Support Jenny’s charity:
https://www.councilforeconed.org
Time Stamps:
00:00 Introduction
00:50 Welcome Jenny Harrington
01:40 Jenny’s Background
02:56 The history of dividend investing
03:32 Being a dividend investor in high growth periods
08:32 What are the biggest risks for dividend investors in 2026?
13:33 What are the most common mistakes dividend investors make?
18:19 What are the risks in high-yield dividend strategies?
20:20 Indicators to determine dividend safety
22:30 How often do you revisit your thesis on a company?
22:55 How to construct a dividend investing watchlist
26:59 What are your thoughts on Kimberly Clark (KMB) buying Kenvue (KVUE)?
30:47 Motivation to stick with dividend investing
32:10 Jenny’s book and charity
33:39 Wrap
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