The Lowest Cost Way to Borrow Money
One advantage of owning readily marketable stocks and bonds is you can borrow money cheaply, quickly and without hassle by using a margin account. Interactive Brokers (IB), one of Successful Portfolios service providers, offers some of the lowest margin interest rates available anywhere. Current rate is 1.69% and even lower on large balances Completely flexible […]
Financial Planning
Successful Portfolios Financial Planners are trained, certified and ready to help you answer your most pressing questions regarding personal financial planning.
Investment Research
Ongoing research and due diligence is an integral part of Successful Portfolios’ investment decision-making process.
Roth IRA Conversion: Is It Right For You?
The Roth Individual Retirement Arrangement (IRA) allows non-deductible contributions and tax-free accumulation and withdrawals. Beginning in tax year 2010, you may regardless of your income, convert a (tax-deferred) Traditional IRA to a Roth IRA. However, should you? Roth IRA conversions can be complicated but here are three simple rules of thumb: If you expect to […]
The Gold Rush: Will It Continue?
Over the past 10 years, the price of gold increased by nearly 350%. That’s an annualized rate of return in excess of 16% per year. At the same time, the S&P 500 stock index, including dividends, returned about 0%. Most investment portfolios would have benefited from an allocation in gold. Here are four reasons why […]
TARP Recipients
It has been years since the Emergency Economic Stabilization Act of 2008, commonly referred to as a bailout of the U.S. financial system, became law. Lest we forget, the bailout was in response to bad loans and cascading losses at financial institutions including the collapse or near-collapse of Bear Stearns, Fannie Mae, Freddie Mac, Lehman […]
