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:
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.
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.
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.
Stock and Bond Benchmark Returns Comparison by Sector and Factor
Stock and Bond Benchmark Indices 10-Years Thru December 2016. Includes Sectors and Factors. Download now.
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.
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…
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.
