Investment Recommendation - The Bonsson Group suggests investors allocate capital to dividend-paying stocks, anticipating benefits from a Federal Reserve rate-cutting cycle [1] - Mullison Company is highlighted as a pure-play investment bank expected to profit from future mergers and acquisitions [2] - Mullison Company's dividend yield is above 350 basis points (35%) [2] - Mullison Company's valuation is considered attractive despite trading at approximately 25 times forward earnings [2]