Your Guide to Individual Investment Policy Statements (IPS)

June 30, 2023

Investment Policy Statements (IPS) have long been considered a key component of managing institutional portfolios. However, individual investors often overlook the importance of establishing a comprehensive IPS to guide their personal investment decisions. Recognizing this gap, the CFA Institute’s “Elements of an Investment Policy Statement for Individual Investors” is a valuable resource for those looking to create a structured and disciplined approach to managing their investments.

Mastering the Art of Position Sizing: The Key to Unlocking Portfolio Diversification and Risk Management

April 6, 2023

Position sizing is a critical concept in portfolio management and diversification. It refers to the process of determining the appropriate amount of capital to allocate to a specific investment or asset within a portfolio. Position sizing is essential for managing risk, optimizing returns, and achieving a well-balanced investment portfolio that reflects an investor’s risk tolerance, objectives, and time horizon.

Vanguard ETF Strategic Model Portfolios

January 28, 2022

The Vanguard ETF Strategic Model Portfolios, including the Core Series, are available to clients of Successful Portfolios LLC, an SEC Registered Investment Advisor. The Core Series Model earns the highest possible rating by Morningstar.

Rescue Your Stranded Retirement Accounts- IRA Rollover Account

September 4, 2021

Now’s the time to rescue, roll over, and consolidate your retirement accounts stranded at your previous employers. This includes 401(k), 403(b) TSA, TSP, 457(b), etc. Here are five reasons why an Rollover IRA makes sense.

How to Fix a Problem Annuity

August 8, 2021

A deferred annuity, unlike an immediate income annuity, is not a buy and hold investment. Most important, it’s not an investment you should buy and ignore.

Twenty-Two Tax-Saving Tips and Tricks for Investors

July 8, 2018

A must-read financial planning checklist of twenty-two tax-saving tips and tricks for investors seeking tax alpha.

How to Select a Financial Advisor, Financial Planner, Investment Advisor or Wealth Manager

February 6, 2018

Many people choose a personal financial advisor based on a referral or recommendation from a friend, colleague, or respected professional like a lawyer or CPA. That’s a start, but not enough. And for sure it’s not the only viable way to seek a skilled, trustworthy advisor. Here’s what to look for in an advisor:

Learn about the Successful Portfolios Client Report

March 27, 2015

Learn about the Successful Portfolios Client Report, an information rich, yet concise portfolio report designed to help you understand how we invest your money.

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