Vanguard ETF Strategic Model Portfolios
The Vanguard ETF Strategic Model Portfolios, including the Core Series, are available to clients of Successful Portfolios LLC, an SEC Registered Investment Advisor. The Core Series Model earns the highest possible rating by Morningstar.
BlackRock Target ETF Model Portfolios
The BlackRock Target ETF Model Portfolios are available to clients at Successful Portfolios LLC, an SEC Registered Investment Advisor. The Models earn Morningstar’s highest rating. See the recommended allocations.
ARK Big Ideas – Investments with Conversational Alpha.
Check out the remarkable ARK Big Ideas 2022 slide deck. ARK’s big investment ideas include artificial intelligence (AI), battery technology, electric vehicles, green energy, blockchain including cryptocurrency, bitcoin, fintech, robotics, and automation, including 3D printing, gene sequencing, and biotechnology. It’s chock full of fun and informative futuristic factoids and tidbits.
IRA-Based Retirement Plans for Employers
Here is a simple, easy to digest, table outlining the various IRA-Based Retirement Plans available to small employers, including the self-employed. IRA-based plans are low-cost and easy to administer for employers. These plans have the potential to save owners thousands of dollars in income taxes. Download Source File.
Wide Moat Investing Revisited
Wide moat investing works. Competitive advantage matters. Ten years ago, we first posted about wide moat investing. Since then, a booming stock market has created remarkable wealth for many investors. Here’s an update.
Buy, Sell, or Hold?
Whether you hold investments or uninvested cash, you need to know when to buy, sell, or do nothing. It’s an unavoidable high-stakes decision…
How to Hedge Your Portfolio with a Protective Put Option
You may have a strong hunch that the stock market is ready to drop. A protective put option can is a sensible strategy when a market decline appears imminent yet uncertain. Watch the brief video to learn more.
Immediate Annuities – What You Need to Know But Agents Won’t Tell You
It’s true. An immediate annuity can provide dependable income that the owner-annuitant can’t outlive. But there’s at least one significant drawback- you might lose money! Read on to learn more about the pros and cons of immediate annuities.
Rescue Your Stranded Retirement Accounts- IRA Rollover Account
Now’s the time to rescue, roll over, and consolidate your retirement accounts stranded at your previous employers. This includes 401(k), 403(b) TSA, TSP, 457(b), etc. Here are five reasons why an Rollover IRA makes sense.
Invest Now. Don’t Procrastinate. Avoid Hoarding Cash.
The best time to invest is now. Avoid procrastination and hoarding cash. Remember, timing the stock market or bond, or money market is hard to do. As esteemed NY Yankee Philosopher Yogi Berra once observed, “Prediction is difficult…”
