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.
Certified Financial Planner (CFP): Experience and Knowledge to Help Clients Succeed
What does a Certified Financial Planner (CFP) do for his clients? This graphic provides a great visual answer.
Mid Year 2016 GIPS Compliant Composite Report
Composite Investment Performance
Stock Bond Benchmark Returns Thru June 2016
Here is BlackRock’s most excellent Stock and Bond Benchmark Returns Comparison for June 2016. Download the PDF file. A furious post Brexit rally turns most US stock indices positive for month of Junes. Bond indices were well bid all month.
Select Directional ETF Model
On June 24, 2016, the first trading day after BREXIT, global stock markets plunged. The S&P 500 lost nearly 4%. But our ETF Model Portfolio gained nearly 1%. This represents actual investment performance on over $2.2 million invested. Not a hypothetical simulation.
Key Tax and Financial Data for 2016 Fact Sheet – Free Download
Successful Portfolios is pleased to offer our Key Tax Financial Data for 2016 Fact Sheet, available here as a free download pdf. This handy fact sheet includes tax tables and retirement account contribution limits. Be sure to check back for updates as they become available. Call Successful Portfolios at (727) 744-3614 to discuss this and other tax-advantaged investment strategies. […]
ZIRP Ending Soon?
The Fed last raised interest rates 9 years ago. We have had 7 years of Zero Interest Rate Policy (ZIRP). How will the markets react to today’s FOMC decision? We can help you position your investment portfolio. Get expert answers to your questions, explore timely investment ideas, and discover proven solutions to your financial challenges. Talk with […]
Low Volatility, Low Beta Stock Strategy
Download Successful Portfolios’ Low Volatility Portfolio Factsheet. For more details read our Low Volatility White Paper. A recent story in Yahoo Finance explains “why low volatility stocks could be your best bet for 2016”.
Stock Picking, Short Selling and Put Options
Stock Picking, Short Selling and Put Options with Successful Portfolios Stock picking is not easy. Sure you can make money picking stocks. But the real question is can you do better than simply buying a low cost index ETF? Most investors can’t. Buying a put option is an alternative to short-selling. Picking stocks to short-sell is […]
Bottom Fishing Stock Market Turnaround Situations
…What once may have been a respected, widely-held large cap stock is now a despised and embarrassing penny stock subject to exchange delisting. Many times these companies go bankrupt and stockholders lose everything. Other times a turnaround develops that offers favorable short-term trading opportunities. Some turnaround situations even prove to be long-term stock market winners going forward. It is important to recognize that a stock can represent a good investment risk even if it’s highly likely to decline in price and eventually become worthless. Let me explain…