Many people choose a personal financial advisor based on a referral or recommendation from a friend, colleague, or respected professional like a lawyer or CPA. That's a start, but not enough. And for sure it’s not the only viable way to seek a skilled, trustworthy advisor. Here's what to look for in an advisor:
Learn more about protecting wealth though 1) Strategic Asset Allocation, 2) Market Timing, 3) Stop-loss Orders, 4) Structured Products including Annuities, 5) Protective Put Options...
Here is how the Stock Market Crash of 1987 went down. Crash, volatility, consolidation. The bottom was in. There was no recession.... Critical rules for making money in the stock market: Don’t Sell at the Bottom in a Panic and Don't Panic and Sell at the Bottom.
The Tax Cuts and Jobs Act of 2017 reduces tax rates on individuals and increases the standard deduction among other changes. Successful Portfolios is pleased to present our popular fact sheet, Key Financial Data for 2018. This handy and concise tax reference covers many items affecting your finances, including:
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.
In this brief Facebook video, Successful Portfolios Vice President David Bennett, CFA, CFP explains SP's business model and value proposition.
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.
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.
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 [...]
Try Franklin Templeton Investment's Social Security Optimizer