Interactive Brokers + Independent Advisor = Smart Investing

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.

Key Financial Data for 2019 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 2019. This handy and concise tax reference covers many items affecting your finances, including:

Financial Planning Benefits

Consulting with a Certified Financial Planner (CFP) professional is a great move! A CFP® professional can bring clarity to all your finances and help you develop a strategy, so it’s easier to make financial decisions, set long and short-term life goals, and stay on track. Working with a CFP® professional can secure your financial well being and give you peace of mind.

By |2018-07-13T15:13:12-04:00July 13th, 2018|Financial Planning|0 Comments

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.