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.
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.
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…
Hurricane Recovery Plan
Hurricane Recovery Plan In 2024 with Successful Portfolios Successful Portfolios LLC has developed a Business Continuity Plan on how we will respond to events that disrupt our business. Since the timing and impact of disasters and disruptions are unpredictable, we intend to be flexible in responding to actual events as they occur. With that in […]
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:
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.
