Wealth Management Qualifications & Credibility. Here's why you should chose a Chartered Financial Analyst (CFA)...
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.
What does a Certified Financial Planner (CFP) do for his clients? This graphic provides a great visual answer.
Successful Portfolios is pleased to offer our Key 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.
Read this before you claim your Social Security benefit. Don't make an uninformed fast grab for cash. Bottom line is that for most people, the risk-adjusted return on delaying your Social Security claim is higher than any other investment you can make.
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....
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
A smart financial plan can make you money and give you peace of mind. Follow these six steps to successful financial planning:
Successful Portfolios is pleased to offer our Key Financial Data for 2015 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. Please call Successful Portfolios at (727) 744-3614 if you have any questions.
Selling a cash secured put can be an effective yield enhancement strategy for cash waiting to be invested...