SOCIAL SECURITY – READ THIS BEFORE CLAIMING
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 “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….
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:
What are S&P Bond Ratings?
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……
Successful Portfolios Hedge Fund Fact Sheet
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. We invite you to download our Successful Portfolios LLC May, 2014 Hedge Fund Fact Sheet to review investment performance and portfolio characteristics. Contact Parker Evans, CFA, CFP Now to […]
Barron’s Rates Interactive Brokers Best Online Broker for the Third Consecutive Year
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
How is your investment performance?
At Successful Portfolios LLC we systematically track the performance of every client account including closed accounts and non-discretionary accounts. Why? Because we care about our performance and your investment returns.
Successful Portfolios now in the IB Money Manager Marketplace
Successful Portfolios LLC now offers three model portfolios to Wealth Managers utilizing the Interactive Brokers Money Manager Platform. These three models include a Relative Strength ETF Model, a Low Beta Stock Model and an Aggressive Growth Stock Model.
Social Security Claiming Strategy – Free Resources!
If you are like most people, how to claim your Social Security Benefits could be one of the most important financial planning decisions that you will ever make.
Interactive Brokers (IB) Investor Presentation
Interactive Brokers (IB) latest Investor Presentation is worthwhile reading for investors, clients and prospective clients. It clearly and concisely conveys IB’s compelling value proposition. Successful Portfolios uses and recommends IB for client asset custody and brokerage services. See presentation slide excerpt below. Award Winning Industry Leadership Book Appointment
