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.
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.
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.
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.
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....
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:
Standard and Poor's (S&P) rates the creditworthiness of thousands of corporate and governmental bond issuers as does Moody's and Fitch. Credit ratings, ratings outlooks and ratings changes are a huge influence on bond prices. It is important to recognize that credit ratings represent only the opinion of the issuing rating agency and that those opinions can sometimes prove to be wrong......
At the end of May, 2014 Successful Portfolios LLC managed more than $108,000,000 in assets for individuals, families and organizations. This includes over $3,500,000 of assets in private hedge funds. We invite you to download our Successful Portfolios LLC May, 2014 Hedge Fund Fact Sheet to review investment performance and portfolio characteristics for our five privately offered hedge [...]
Barron’s rates Interactive Brokers (IB) best online broker for the third consecutive year. TDAmeritrade moves up close. See table below. Read the complete story here. Successful Portfolios LLC has participated in IB’s independent advisor program since February 2010. Click to Enlarge to Table - Barron's 2014 Ranking of Online Brokers - Interactive Brokers Rated #1 [...]