Searching for diversified yields, both in and outside the U.S., is the way to go. Many investors have discovered this.

A talent discovered is a talent that yields fruit

The performance of dividend-paying stocks has more to do with the fundamentals in their industries.

Investors could get in trouble in the search for yields by buying a stock that has a high yield only because the stock price is going down.

Technology is either beloved or beleaguered, if you've noticed over the last several years. It's just a leadership group. And so when they're beloved, everybody thinks we need to buy them. When they're beleaguered, everybody thinks we need to sell. I think technology is one of the big huge piece of our economy and will continue to be a big piece of the economy in the S&P.

The expectation was that first-quarter earnings and commentary would show us that conditions are bad, but with the exception of a few high-profile disappointments, the commentary has been mild to better.