About Joe Baer, APMA

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So far Joe Baer, APMA has created 5 blog entries.

Key Tax and Financial Data for 2016 Fact Sheet – Free Download

Successful Portfolios is pleased to offer our Key Financial Data for 2016 Fact Sheet, available here as a free download pdf.  This handy fact sheet includes tax tables and retirement account contribution limits. Be sure to check back for updates as they become available. Call Successful Portfolios at (727) 744-3614 to discuss this and other tax-advantaged investment strategies.  

A Low-Cost Global Growth & Income ETF Portfolio

At Successful Portfolios, we recently created a low-cost Global Growth & Income Model Portfolio. A breakdown of the portfolio can be found here. Our model holds five strategically selected Exchange Traded Funds (ETFs). Each ETF is available for commission-free trading through Schwab ETF OneSource. Our selected ETFs are as follows: