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.
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Hype Alert: Matt Damon Touts Bitcoin

At Successful Portfolios, we advise ignoring paid celebrity endorsements. Serious investing is hard. Over-the-top hype and exaggeration are not your friends. Bitcoin and cryptocurrencies are risky. Investors can and do lose money.

Read More »

Vanguard ETF Strategic Model Portfolios

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.

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BlackRock Target ETF Model Portfolios

The BlackRock Target ETF Model Portfolios are available to clients at Successful Portfolios LLC, an SEC Registered Investment Advisor. The Models earn Morningstar’s highest rating. See the recommended allocations.

Read More »

ARK Big Ideas – Investments with Conversational Alpha.

Check out the remarkable ARK Big Ideas 2022 slide deck. ARK’s big investment ideas include artificial intelligence (AI), battery technology, electric vehicles, green energy, blockchain including cryptocurrency, bitcoin, fintech, robotics, and automation, including 3D printing, gene sequencing, and biotechnology. It’s chock full of fun and informative futuristic factoids and tidbits.

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IRA-Based Retirement Plans for Employers

Here is a simple, easy to digest, table outlining the various IRA-Based Retirement Plans available to small employers, including the self-employed.  IRA-based plans are low-cost and easy to administer for employers. These plans have the potential to save owners thousands of dollars in income taxes. Download Source File.

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Wide Moat Investing Revisited

Wide moat investing works. Competitive advantage matters. Ten years ago, we first posted about wide moat investing. Since then, a booming stock market has created remarkable wealth for many investors. Here’s an update.

Read More »

Buy, Sell, or Hold?

Whether you hold investments or uninvested cash, you need to know when to buy, sell, or do nothing.  It’s an unavoidable high-stakes decision…

Read More »

Hype Alert: Matt Damon Touts Bitcoin

At Successful Portfolios, we advise ignoring paid celebrity endorsements. Serious investing is hard. Over-the-top hype and exaggeration are not your friends. Bitcoin and cryptocurrencies are risky. Investors can and do lose money.

Read More »

Vanguard ETF Strategic Model Portfolios

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.

Read More »

BlackRock Target ETF Model Portfolios

The BlackRock Target ETF Model Portfolios are available to clients at Successful Portfolios LLC, an SEC Registered Investment Advisor. The Models earn Morningstar’s highest rating. See the recommended allocations.

Read More »

ARK Big Ideas – Investments with Conversational Alpha.

Check out the remarkable ARK Big Ideas 2022 slide deck. ARK’s big investment ideas include artificial intelligence (AI), battery technology, electric vehicles, green energy, blockchain including cryptocurrency, bitcoin, fintech, robotics, and automation, including 3D printing, gene sequencing, and biotechnology. It’s chock full of fun and informative futuristic factoids and tidbits.

Read More »

IRA-Based Retirement Plans for Employers

Here is a simple, easy to digest, table outlining the various IRA-Based Retirement Plans available to small employers, including the self-employed.  IRA-based plans are low-cost and easy to administer for employers. These plans have the potential to save owners thousands of dollars in income taxes. Download Source File.

Read More »

Wide Moat Investing Revisited

Wide moat investing works. Competitive advantage matters. Ten years ago, we first posted about wide moat investing. Since then, a booming stock market has created remarkable wealth for many investors. Here’s an update.

Read More »

Buy, Sell, or Hold?

Whether you hold investments or uninvested cash, you need to know when to buy, sell, or do nothing.  It’s an unavoidable high-stakes decision…

Read More »