The Overlooked Tax Benefits of Non-Qualified Brokerage Accounts
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
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
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?
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.
Monte Carlo Retirement Calculators: Navigating the Future with the Flexible Retirement Planner
Monte Carlo Retirement Calculators: Navigating the Future with the Flexible Retirement Planner Retirement planning, in its essence, is a voyage through time. As you glance at the visual showcasing The Flexible Retirement Planner interface—with its promising ‘95% chance of success’—you’ll get a glimpse of how modern tools can simplify this voyage. Throughout this article, we’ll […]
Investment Ideas
At Successful Portfolios, we uncover timely and durable investment ideas to help our clients make more money without taking undue risk.
Partner with a Fiduciary Advisor
More and more people are realizing the value of working with a registered investment advisor (RIA) firm for their financial planning and investment management needs. It’s important to know that an RIA is legally obligated as a fiduciary to put client interests first. This differs from a brokerage firm that may promote products with higher fees or lower quality to earn commissions.
Satisfaction Guarantee
At Successful Portfolios, we aim to make your experience exceptional from day one. As a new client, you’re covered by our Satisfaction Guarantee. Here’s how it works:
