Investment Performance Composite Report 2013
Have a look at Successful Portfolios investment performances from February 2010 inception through the year-end of 2013. All of our client’s accounts are included. Download the Successful Portfolios Client Account Composites Report dated December 31, 2013. Download the Successful Portfolios Hedge Funds Factsheet dated December 31, 2013.
How to Find a Financial Advisor You Can Trust
CBS News online recently published a provocative online article titled “How to find a financial advisor you can trust”. The article written Larry Swedroe is available here. My comments on Swedroes’ five salient points follow:
How is your investment performance?
At Successful Portfolios LLC we systematically track the performance of every client account including closed accounts and non-discretionary accounts. Why? Because we care about our performance and your investment returns.
Successful Portfolios now in the IB Money Manager Marketplace
Successful Portfolios LLC now offers three model portfolios to Wealth Managers utilizing the Interactive Brokers Money Manager Platform. These three models include a Relative Strength ETF Model, a Low Beta Stock Model and an Aggressive Growth Stock Model.
Social Security Claiming Strategy – Free Resources!
If you are like most people, how to claim your Social Security Benefits could be one of the most important financial planning decisions that you will ever make.
SEC Removed the Ban on Hedge Fund Advertising
Earlier this month the SEC removed the ban on hedge fund advertising. Expect to see lots of ads from hedge fund promoters. But should you invest? At Successful Portfolios we believe the answer is probably not.
Advisor Credentials and the CFA Exam Pass Rate
Did you know the Chartered Financial Analyst (CFA) designation is widely regarded as the global “gold standard” of investment advisor credentials? The CFA program ”is truly a meritocracy and if you can’t demonstrate you are capable, it doesn’t matter who you are, whose son or daughter.” That’s something you should think about if you are searching for an investment advisor.
Interactive Brokers (IB) Investor Presentation
Interactive Brokers (IB) latest Investor Presentation is worthwhile reading for investors, clients and prospective clients. It clearly and concisely conveys IB’s compelling value proposition. Successful Portfolios uses and recommends IB for client asset custody and brokerage services. See presentation slide excerpt below. Award Winning Industry Leadership Book Appointment
Ten Wall Street Investing Myths Revealed
1. “You cannot invest directly in an index…” 2. Bonds are safer than stocks…. 3. Options are riskier than stock… 4. Smart money invests in Hedge Funds and Private Equity… 5. Buy and Hold is dead… & Five more myths debunked…
Are Annuities a Good Investment?
Are annuities a good investment? The short answer is probably not…