ETF Worksheet For 2024

Complete Excel ETF Worksheet Covering 3200 ETFs Updated 2024

Exchange-traded funds (ETFs) have ushered in a new era for investors by offering improved access to a broad range of assets, such as stocks, bonds, and alternative investments. We’re excited to offer readers a complete ETF Worksheet featuring key data on over 3,200 ETFs.

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The Purpose of Diversification in 2024

The Purpose of Diversification and The Old Man and the Sea

Insights Inspired by Hemmingway’s “The Old Man and the Sea”

Investing is a voyage. Uncertainty is a constant companion. In the vast ocean of markets, adequate diversification and planning are essential. Santiago was solely focused on landing his whopper marlin; while inspiring, this singularity of purpose is less than prudent when it comes to investing and managing portfolios.

The Overlooked Tax Benefits of Non-Qualified Brokerage Accounts

non-qualified brokerage account

Many investors focus solely on tax-advantaged retirement accounts like 401(k)s and IRAs when building their portfolios. However, non-qualified brokerage accounts can also provide significant tax benefits that are often overlooked. In this post, we’ll explore some of the key tax advantages of using a taxable brokerage account as part of your overall investment strategy.

Essential Tax Facts for Investors 2023

Tax Facts for Investors

The 2023 tax brackets and rates are now official. See how the new thresholds could affect your investment returns and retirement savings strategies this year.

Understanding The CRS/Customer Relationship Summary

The Customer Relationship Summary (CRS) is a new form that SEC-registered investment advisers (RIAs) and broker-dealers must provide to their clients and the public. This document is pivotal in ensuring transparency between financial professionals and their clients. The CRS is designed to help you, the investor, understand the nature of your relationship with your financial professional, the services they offer, the fees they charge, the conflicts of interest they face, and their disciplinary history.

Navigating Investment Risk

Market Risk

Effective risk management is crucial for long-term portfolio success. This article outlines the top 20 investment risks that any serious money manager should know and understand, with examples and strategies for controlling and mitigating risk.

How to Plan a Secure Retirement

Planning for a Secure Retirement Planning for secure retirement can sometimes feel like navigating through a maze. Everyone dreams of a comfortable and secure retirement, but the journey is often filled with financial uncertainties. Decisions about current and future income, expenditures, taxes, and estate planning can seem overwhelming.  Furthermore, the unpredictability and volatility of the […]

What is your Investment Philosophy?

Periodic Table of Investment Styles or Investment Philosophy

At Successful Portfolios, our primary goal is to help clients achieve their financial objectives while managing risk. Our trained professionals carefully assess each client’s risk tolerance and time horizon before constructing customized portfolios. We integrate prudent risk management across various investment philosophies when selecting appropriate assets for each client.

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