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Charge Up Your Portfolio with Small Caps

Like all portfolio managers, Dawn Alston Paige uses complex formulas and algorithms to identify stellar stocks. Even though her stock-picking approach may be sophisticated, her criteria for what makes a good investment are easy to understand. “We’re looking for stocks at reasonable valuations that have improving fundamentals,” says Alston Paige, executive vice president of Piedmont Investment Advisors in Durham, North Carolina. “We seek companies that are expanding margins, reporting upside earnings surprises, and beating consensus expectations.”

Investing in the Future

Educating young minds for some 30 years is no small feat. But it was a love for children that inspired Larry and Brenda Breland to become schoolteachers. While educators don’t always get paid their true worth, these native Mississippians managed to retire from the public school system in 2002 with $180,000 combined from their state retirement plans. The couple also owns several rental properties valued at nearly $1 million, which provide about $3,000 in monthly rental income.

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