The Successful Portfolios Blog

Tax-smart wealth management strategies and fiduciary financial planning perspectives from an independent boutique RIA. We challenge conventional wisdom with data-driven analysis—helping investors in Clearwater, Florida, and worldwide make informed decisions about portfolio management, retirement planning, and asset protection.

Grable and Lytton Risk-Tolerance Questionnaire

August 14, 2024

Welcome to the Grable and Lytton Risk-Tolerance Questionnaire. This quick and easy quiz is designed to help you understand your financial risk tolerance. Knowing your risk tolerance is essential for making informed investment decisions that align with your comfort level and financial goals.

Once you complete the quiz, your score will be instantly calculated and shown to you, providing immediate insights into your risk tolerance profile.

No-Overlap ETF Model Portfolios™

August 10, 2024

Our No-Overlap ETF Model Portfolios™ serve as investable benchmarks to help clients capture and compound long-term returns and compare the performance of various strategic asset allocations. We hand-pick an efficient mix of ETFs tracking key market sectors, ensuring diversification across thousands of securities without overlap. Our selections are ultra-low-cost and liquid, easy to buy or sell, and have a proven track record of best-in-class historical performance.

Complete Excel ETF Worksheet Covering 3200 ETFs Updated 2024

ETF Worksheet For 2024

May 1, 2024

If you’re looking for a smart way to invest your money, exchange-traded funds (ETFs) might be your best bet. These investment vehicles offer a hassle-free and cost-effective way to access a diverse range of assets, including stocks, bonds, and alternative investments.

Bitcoin versus Gold

March 3, 2024

Two of the most popular alternative assets are gold and Bitcoin. While both are often touted as hedges against inflation and potential stores of value, they have distinct characteristics that set them apart. In this blog post, we will explore the key differences between gold and Bitcoin.

Twitter X

December 16, 2023

See a sample of Successful Portfolios recent tweets or posts on Twitter X.

The Purpose of Diversification

December 14, 2023

Imagine a fisherman setting out to sea, dreaming of catching the biggest fish of his life. He seeks a spectacular marlin and focuses all his resources and effort on catching it. It’s an exciting prospect, but it’s also incredibly risky. It brings to mind Hemingway’s The Old Man and the Sea. What if Santiagos’ marlin gets away? What if his boat sinks? Or what if he runs short of drinking water on his journey? Or what if his fish is nowhere to be found? This allegory captures the essence of investment diversification. You may have heard the age-old advice: “Cast a wide net.”…

The Overlooked Tax Benefits of Non-Qualified Brokerage Accounts

October 31, 2023

Many investors focus solely on tax-advantaged retirement accounts like 401(k)s and IRAs when building their portfolios. However, non-qualified brokerage accounts can also provide significant tax benefits that are often overlooked. In this post, we’ll explore some of the key tax advantages of using a taxable brokerage account as part of your overall investment strategy.

Essential Tax Facts for Investors 2023

October 20, 2023

The 2023 tax brackets and rates are now official. See how the new thresholds could affect your investment returns and retirement savings strategies this year.

Understanding The CRS/Customer Relationship Summary

September 21, 2023

The Customer Relationship Summary (CRS) is a new form that SEC-registered investment advisers (RIAs) and broker-dealers must provide to their clients and the public. This document is pivotal in ensuring transparency between financial professionals and their clients. The CRS is designed to help you, the investor, understand the nature of your relationship with your financial professional, the services they offer, the fees they charge, the conflicts of interest they face, and their disciplinary history.

The Successful Portfolios Blog