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…
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.
A low risk way to earn a return on the cash balance in your brokerage account
Buying a stock and selling a corresponding single stock futures contract (SSF) can be a a low risk way to earn a return on the cash balance in your brokerage account. To learn how, download Successful Portfolios handy EFP Return Calculator and give us a call at (727)744-3614.
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.
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! …
