Top Growth Stocks – No Dividends
Download the No Dividend Worksheet.
By Parker Evans, CFA, CFP, CMT| 2018-04-20T19:13:54+00:00 April 20th, 2018|Financial Planning and Investment Blog|0 Comments
What’s the Best Online Brokerage?
Online brokers are a proven smart way to invest. And they're not just for do-it-yourself investors. In this article posted to Linkedin, I reveal how to select the best online broker.
How to Select a Financial Advisor, Financial Planner, Investment Advisor or Wealth Manager
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:
Five Ways Protect Your Wealth in a Stock Market Crash
Learn more about protecting wealth with 1) Asset Allocation, 2) Market Timing, 3) Stop-loss Orders, 4) Structured Products including annuities, 5) Put options.
The Stock Market Crash of 1987
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.
Key Financial Data for 2018 Including Tax Cuts and Jobs Act of 2017 – Free Download
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
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.
David Bennett, CFA, CFP Explains SP’s Business Model and Value Proposition.
In this brief Facebook video, Successful Portfolios Vice President David Bennett, CFA, CFP explains SP's business model and value proposition.
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.