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.
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
Here's a look at the Trump Tax Reform Proposal sourced from the US Treasury website.
Financial planning is a process...
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 mind, we are providing you, our valued client, [...]
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:
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.