Simple illustration shows how volatility and sequence of return affect your retirement nest egg.
Simple illustration shows how volatility and sequence of return affect your retirement nest egg.
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.
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.
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.
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 [...]
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.
SP’s Low Volatility Strategy: Snapshot of Account “BEC1” Investment Performance using IB Portfolio Analyst
Presented in the graphic shown below is the inception-to-date comparative performance of Successful Portfolios’ Low Volatility Investment Strategy (BEC1) and a blended index of 70% Vanguard Total World Stock Index ETF (VT) and 30% Vanguard Total Bond Market ETF (BND). We prepared this presentation using Interactive Brokers Portfolio Analyst.
SP’s Mean Reversion Strategy: Snapshot of Account “EC1” Investment Performance using IB Portfolio Analyst
We present the inception-to-date comparative performance of Successful Portfolios' Mean Reversion Investment Strategy (EC1) and the Vanguard Total World Stock Index ETF (VT). We prepared the presentation using Interactive Brokers Portfolio Analyst.
What is a SEC Form ADV Part 2 Brochure? Sounds boring but it’s not. It’s an informative Client Brochure.
If you do business with or are considering doing business with a Registered Investment Advisor Firm (RIA), that RIA should give your their official Form ADV Part 2 Brochure. It's sometime referred to as the "Client Brochure". You should read it. It's a plain language disclosure document that the RIA must submit to the Securities and Exchange Commission (SEC) annually. Download Successful Portfolios April 2017 Client Brochure.