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 

What the heck is a “Covered Call”? And why should I care?

Selling a covered call is a powerful yet simple technique that enables you to increase the cash flow from your stock.  Call options are available for trading on thousands of different stocks.  The best way to learn about covered calls is to look at a specific example: Buy 100 shares of Walmart Corp. (WMT) @ […]

IRA Required Minimum Distribution (RMD)

The Financial Rules Regulatory Authority (FINRA) provides a free, easy-to-use calculator for determining the annual Required Minimum Distribution (RMD) from your Individual Retirement Arrangement (IRA).  The calculator is based on life expectancy tables and Internal Revenue Service (IRS) regulations. FINRA, RMD, IRA, IRS, how is that for alphabet soup?             […]

Bloomberg Professional Service

Successful Portfolios is committed to ongoing investment research and diligent portfolio management. That is why we subscribe to the Bloomberg Professional service and regularly train to maximize its usefulness.  Bloomberg delivers investment data, unparalleled in scope and depth, to our desktop in real time.  Bloomberg Professional® provides news, analytics, communications, charts, and other functionality that we […]