What is a fee-only advisor?
The Certified Financial Planner Board of Standards, Inc. (CFP Board) definition of “fee-only” financial advisor reads: “A (CFP) certificant may describe his or her practice as “fee-only” if, and only if, all of the certificant’s compensation from all of his or her client work comes exclusively from the clients in the form of fixed, flat, hourly, percentage or performance-based fees.”
Stock and Bond Benchmark Returns Comparison by Sector and Factor
Stock and Bond Benchmark Indices 10-Years Thru December 2016. Includes Sectors and Factors. Download now.
Certified Financial Planner (CFP): Experience and Knowledge to Help Clients Succeed
What does a Certified Financial Planner (CFP) do for his clients? This graphic provides a great visual answer.
Personal Financial Statement – Excel Template – Free Download
Personal Financial Statement
Mid Year 2016 GIPS Compliant Composite Report
Composite Investment Performance
Stock Bond Benchmark Returns Thru June 2016
Here is BlackRock’s most excellent Stock and Bond Benchmark Returns Comparison for June 2016. Download the PDF file. A furious post Brexit rally turns most US stock indices positive for month of Junes. Bond indices were well bid all month.
Select Directional ETF Model
On June 24, 2016, the first trading day after BREXIT, global stock markets plunged. The S&P 500 lost nearly 4%. But our ETF Model Portfolio gained nearly 1%. This represents actual investment performance on over $2.2 million invested. Not a hypothetical simulation.
ZIRP Ending Soon?
The Fed last raised interest rates 9 years ago. We have had 7 years of Zero Interest Rate Policy (ZIRP). How will the markets react to today’s FOMC decision? We can help you position your investment portfolio. Get expert answers to your questions, explore timely investment ideas, and discover proven solutions to your financial challenges. Talk with […]
Low Volatility, Low Beta Stock Strategy
Download Successful Portfolios’ Low Volatility Portfolio Factsheet. For more details read our Low Volatility White Paper. A recent story in Yahoo Finance explains “why low volatility stocks could be your best bet for 2016”.
SOCIAL SECURITY – READ THIS BEFORE CLAIMING
Read this before you claim your Social Security benefit. Don’t make an uninformed fast grab for cash. Bottom line is that for most people, the risk-adjusted return on delaying your Social Security claim is higher than any other investment you can make.