Happy New Year to All Aspiring Millionaires
Happy New Year to all aspiring millionaires. Did you know a net worth of $1.2 million ranks just above the 90th percentile in household wealth? We’re here to help you move up the ranks.
Behind Discount Brokers’ Boom: Indy Advisers, Not Day Traders
Parker Evans, CFA, CFP tweets Wall Street Journal report that discount brokers Charles Schwab and TD Ameritrade have fast growing business units catering to independent Registered Investment Advisors and their clients.
Online Broker Commission and Margin Rates Comparison Grid
Check out this Cost Comparison of Commission and Margin Rates at Interactive Brokers (IB), E*Trade, Fidelity, Scottrade, Schwab, TD Ameritrade and Vanguard. Talk to Successful Portfolios’ team of expert Certified Financial Planners and Chartered Financial Analysts. We’ll help you choose the best online broker to suit your investment management objectives.
Introducing SP Robo Advisor
SP Robo Advisor, powered by Institutional Intelligent Portfolios™, provides easy access to open, fund and view your account. • Simple enrollment process from your desktop or mobile device• Start investing in an ETF portfolio built by Successful Portfolios• Maintain easy access to your account to view investments and performance• Manage account using convenient features such […]
Social Security Benefit Optimizer
Try Franklin Templeton Investment’s Social Security Optimizer
Trump Tax Reform Proposal
Here’s a look at the Trump Tax Reform Proposal sourced from the US Treasury website.
The Personal Financial Planning Process
Financial planning is a process…
Cost Basis and Holding Period for Appreciated Stock Received as a Gift
Here’s how to report on your tax return the cost basis and holding period for appreciated stock you sold and that you had acquired as a gift:
Channeling JP Morgan
What will the stock market do next? Parker Evans, CFA, CFP channels legendary financier J.P. Morgan.
Mapping Your FinaMetrica Risk Tolerance Score to Portfolio Asset Allocation
Investors should periodically evaluate their risk tolerance with the help of a skilled financial advisor… The Risk/Return of a well-constructed investment portfolio stems from its Defensive/Growth split. Bonds are defensive assets. Stocks are growth oriented assets.
