Successful Portfolios SEC Form ADV Part 2 Sept 2019
Watch this striking, scenic video! Remember, at Successful Portfolios, our credentialed, pros always have your back. As of July 2019, we managed over $92,000,000 in client assets at Interactive Brokers. Our viewpoint as an independent advisor ensures a fiduciary focus on your financial best interest.
In 2018 on average, Schwab gathered $624 million of new customer assets per day—more than its three biggest Wall Street rivals combined according to @wsj. Half of Schwab’s customer assets are managed by independent advisory firms that use Schwab as custodian.
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 2019. This handy and concise tax reference covers many items affecting your finances, including:
Simple illustration shows how volatility and sequence of return affect your retirement nest egg.
A must-read financial planning checklist of twenty-two tax-saving tips and tricks for investors seeking tax alpha.
Many market analysts screen for stocks with high dividends. But in a recent screen, I searched for the 100 largest companies in the USA that pay no dividend. These companies represent potential no-tax growth stocks. I posted my findings to a LinkedIn article shown below.
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.
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: