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.
Twenty-Two Tax-Saving Tips and Tricks for Investors
A must-read financial planning checklist of twenty-two tax-saving tips and tricks for investors seeking tax alpha.
Market Linked CD’s and Structured Notes
SEC issues Cease-And-Desist Order against Wells Fargo Advisors. I recommend investors read the order as a good primer regarding the workings of Market Linked Investments (MLI’s) including Structured Notes and CD’s.
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.
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.
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 convenient features such […]
Channeling JP Morgan
What will the stock market do next? Parker Evans, CFA, CFP channels legendary financier J.P. Morgan.
