Global Growth & Income ETF Portfolio Update
A lot has happened since we introduced our Global Growth & Income ETF Portfolio back in April of this year. Emerging market equities have underperformed and U.S. Treasuries have outperformed. View our updated ETF Model spreadsheets.
How to Calculate the Internal Rate of Return on an Annuity or Pension
What is the rate of return on a lifetime fixed annuity? The answer depends on the amount of money you must invest upfront, the amount of income you will receive annually, and how long you will live….
Asset Allocation, Risk Tolerance, and Technical Analysis
Conventional asset allocation calls for investors to strategically sell stocks as they rise and buy stocks as they fall…. Trouble is many investors cannot follow the core precept of conventional asset allocation.
What is “Interest Rate Risk”? Are you taking too much?
One way to look at interest rate risk is to consider what happens to the value of your investment if interest rates change. Interest rate risk is fundamental to fixed income investments including U.S. Treasury bonds, notes and bills. By way of example, as of this writing a ten year Treasury note yields 2.25% to maturity….
Building a High-Performance Personalized Portfolio
Learn how to build a personalized, high-performance portfolio based on the Dow Jones Composite Average. Download Successful Portfolios newest white paper: “Yes, You Can Invest Directly in an Index”. Listed below are the seven tips we set forth for investors seeking enhanced returns in the stock market:
Need Life Insurance? Remember “Buy Term and Invest the Difference”
As a Certified Financial Planner professional, I believe that for most families with young children, not having life insurance on Mom and Dad is reckless financial behavior. The good news is term life insurance is surprisingly affordable. So if you need life insurance, should you buy term and invest the difference? The short answer is yes! …
A Low-Cost Global Growth & Income ETF Portfolio
At Successful Portfolios, we recently created a low-cost Global Growth & Income Model Portfolio. A breakdown of the portfolio can be found here. Our model holds five strategically selected Exchange Traded Funds (ETFs). Each ETF is available for commission-free trading through Schwab ETF OneSource. Our selected ETFs are as follows:
Why Write an Investment Policy Statement (IPS)?
Why write an Investment Policy Statement (IPS)? Because an IPS can help ensure you and your investment advisor are on the same page. There are six key elements of an effective IPS for an individual investor
Six Steps to Successful Financial Planning
A smart financial plan can make you money and give you peace of mind. Follow these six steps to successful financial planning:
Learn about the Successful Portfolios Client Report
Learn about the Successful Portfolios Client Report, an information rich, yet concise portfolio report designed to help you understand how we invest your money.