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Actionable Wealth Building Insights, News, Tips & Tricks from our Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) pros. 

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Core-Satellite Investment Strategy

When it comes to achieving your financial goals, diversifying your portfolio, reducing costs and taxes, and potentially outperforming the market, the core-satellite investment strategy is worth considering. This strategy combines passive and active investing techniques, including thematic investing and stock picking, to optimize your portfolio’s performance. However, the value of collaborating with a well-qualified fiduciary advisor cannot be overstated. While DIY investing can be tempting, working with an experienced professional provides invaluable guidance and support.

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A Systematic Approach to Trend Following: Pacer Trend Pilot ETFs

Trend following is a popular trading strategy that seeks to capitalize on market movements in a specific direction over time. Instead of attempting to predict future price levels, trend followers adjust their positions according to the current trend. The Pacer Trend Pilot ETFs offer a systematic approach to trend following using a rules-based methodology to switch between equity and treasury exposure based on the trend’s strength. This approach seeks to reduce risk by selling stocks when the market declines.

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

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.

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How to Profit from Gold

Why Invest in Gold without a Bullion or Coin Dealer?

Investing in gold has long been considered a safe haven and a hedge against inflation. However, when it comes to purchasing gold, investors face the choice between buying physical gold from coin or bullion dealers and investing in gold ETFs through a Registered Investment Advisor (RIA) like Successful Portfolios. In this blog post, we’ll explore the benefits of choosing a gold ETF with the help of Successful Portfolios over physical gold and why it may be the more intelligent choice for your investment portfolio.

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How Our Certified Financial Planner (CFP) Pros Help You Reduce Taxes in Retirement

Retirement planning can be a complex process. Minimizing your taxes in retirement isn’t easy. Our Certified Financial Planner Professionals can help you navigate the tax landscape and ensure you’re making the most of your retirement nest egg. Intelligent tax planning requires optimal sequencing of deposits and withdrawals from qualified accounts and knowing when to claim social security benefits. Be sure to download our free Key Financial Data 2022 Fact Sheet at the end of this post for quick reference on current tax brackets and other vital financial information.

Read More »

Top 20 Core ETF Pick List

Get our Top 20 Core ETF pick list. Ultra-low-cost, liquid, and easy to trade. Simple capitalization-weighted stock and bond ladder portfolios. Create a custom, no-nonsense capital markets ETF portfolio. Our picks include exchange-traded funds managed and sponsored by Vanguard, Blackrock iShares, State Street SPDR, and Charles Schwab.

Read More »

Core-Satellite Investment Strategy

When it comes to achieving your financial goals, diversifying your portfolio, reducing costs and taxes, and potentially outperforming the market, the core-satellite investment strategy is worth considering. This strategy combines passive and active investing techniques, including thematic investing and stock picking, to optimize your portfolio’s performance. However, the value of collaborating with a well-qualified fiduciary advisor cannot be overstated. While DIY investing can be tempting, working with an experienced professional provides invaluable guidance and support.

Read More »

A Systematic Approach to Trend Following: Pacer Trend Pilot ETFs

Trend following is a popular trading strategy that seeks to capitalize on market movements in a specific direction over time. Instead of attempting to predict future price levels, trend followers adjust their positions according to the current trend. The Pacer Trend Pilot ETFs offer a systematic approach to trend following using a rules-based methodology to switch between equity and treasury exposure based on the trend’s strength. This approach seeks to reduce risk by selling stocks when the market declines.

Read More »

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

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.

Read More »
How to Profit from Gold

Why Invest in Gold without a Bullion or Coin Dealer?

Investing in gold has long been considered a safe haven and a hedge against inflation. However, when it comes to purchasing gold, investors face the choice between buying physical gold from coin or bullion dealers and investing in gold ETFs through a Registered Investment Advisor (RIA) like Successful Portfolios. In this blog post, we’ll explore the benefits of choosing a gold ETF with the help of Successful Portfolios over physical gold and why it may be the more intelligent choice for your investment portfolio.

Read More »

How Our Certified Financial Planner (CFP) Pros Help You Reduce Taxes in Retirement

Retirement planning can be a complex process. Minimizing your taxes in retirement isn’t easy. Our Certified Financial Planner Professionals can help you navigate the tax landscape and ensure you’re making the most of your retirement nest egg. Intelligent tax planning requires optimal sequencing of deposits and withdrawals from qualified accounts and knowing when to claim social security benefits. Be sure to download our free Key Financial Data 2022 Fact Sheet at the end of this post for quick reference on current tax brackets and other vital financial information.

Read More »

Top 20 Core ETF Pick List

Get our Top 20 Core ETF pick list. Ultra-low-cost, liquid, and easy to trade. Simple capitalization-weighted stock and bond ladder portfolios. Create a custom, no-nonsense capital markets ETF portfolio. Our picks include exchange-traded funds managed and sponsored by Vanguard, Blackrock iShares, State Street SPDR, and Charles Schwab.

Read More »
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