Actionable Wealth Building Insights, News, Tips & Tricks from our Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) pros.
SCHEDULE CONSULTATION TODAY
As a Certified Financial Planner professional, I believe that for most families with young children, not having life insurance on Mom and Dad is reckless financial behavior. The good news is term life insurance is surprisingly affordable. So if you need life insurance, should you buy term and invest the difference? The short answer is yes! …
At Successful Portfolios, we recently created a low-cost Global Growth & Income Model Portfolio. A breakdown of the portfolio can be found here. Our model holds five strategically selected Exchange Traded Funds (ETFs). Each ETF is available for commission-free trading through Schwab ETF OneSource. Our selected ETFs are as follows:
Why write an Investment Policy Statement (IPS)? Because an IPS can help ensure you and your investment advisor are on the same page. There are six key elements of an effective IPS for an individual investor
Schwab ETF OneSource presents a broad list of sensible no-transaction fee ETF choices. TDAmeritrade maintains an extensive list of commission -free ETFs as well. Download the lists and read Successful Portfolios analysis.
A smart financial plan can make you money and give you peace of mind. Follow these six steps to successful financial planning:
Learn about the Successful Portfolios Client Report, an information rich, yet concise portfolio report designed to help you understand how we invest your money.
Successful Portfolios is pleased to offer our Key Financial Data for 2015 Fact Sheet, available here as a free download pdf. This handy fact sheet includes tax
Selling a cash secured put can be an effective yield enhancement strategy for cash waiting to be invested…
FIDUCIARY DEFINITION: A person legally appointed or authorized to manage assets for another person. The fi du ci ary manages the assets for
Standard and Poor’s (S&P) rates the creditworthiness of thousands of corporate and governmental bond issuers as does Moody’s and Fitch. Credit ratings, ratings outlooks and ratings changes are a huge influence on bond prices. It is important to recognize that credit ratings represent only the opinion of the issuing rating agency and that those opinions can sometimes prove to be wrong……
As a Certified Financial Planner professional, I believe that for most families with young children, not having life insurance on Mom and Dad is reckless financial behavior. The good news is term life insurance is surprisingly affordable. So if you need life insurance, should you buy term and invest the difference? The short answer is yes! …
At Successful Portfolios, we recently created a low-cost Global Growth & Income Model Portfolio. A breakdown of the portfolio can be found here. Our model holds five strategically selected Exchange Traded Funds (ETFs). Each ETF is available for commission-free trading through Schwab ETF OneSource. Our selected ETFs are as follows:
Why write an Investment Policy Statement (IPS)? Because an IPS can help ensure you and your investment advisor are on the same page. There are six key elements of an effective IPS for an individual investor
Schwab ETF OneSource presents a broad list of sensible no-transaction fee ETF choices. TDAmeritrade maintains an extensive list of commission -free ETFs as well. Download the lists and read Successful Portfolios analysis.
A smart financial plan can make you money and give you peace of mind. Follow these six steps to successful financial planning:
Learn about the Successful Portfolios Client Report, an information rich, yet concise portfolio report designed to help you understand how we invest your money.
Successful Portfolios is pleased to offer our Key Financial Data for 2015 Fact Sheet, available here as a free download pdf. This handy fact sheet includes tax
Selling a cash secured put can be an effective yield enhancement strategy for cash waiting to be invested…
FIDUCIARY DEFINITION: A person legally appointed or authorized to manage assets for another person. The fi du ci ary manages the assets for
Standard and Poor’s (S&P) rates the creditworthiness of thousands of corporate and governmental bond issuers as does Moody’s and Fitch. Credit ratings, ratings outlooks and ratings changes are a huge influence on bond prices. It is important to recognize that credit ratings represent only the opinion of the issuing rating agency and that those opinions can sometimes prove to be wrong……
Get an expertly tailored investment portfolio custom to your needs. Book a free consult to secure retirement income, reduce taxes, and safely grow wealth.
Get an expertly tailored investment portfolio custom to your needs. Book a free consult to secure retirement income, reduce taxes, and safely grow wealth.
Copyright© 2025 Successful Portfolios. Powered by PressGo Digital