What is a Fiduciary?
September 25, 2014
FIDUCIARY DEFINITION: A person legally appointed or authorized to manage assets for another person. The fi du ci ary manages the assets for
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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……
One cannot have too many numbers, really. Imagine you have a data set that includes many numbers, like U.S. city populations, or the odometer readings for all the cars in an area. Look at only the first digit of each number in your set of populations or mileage, and count each time 1 through 9 occurred. Each number should occur about the same number of times. You would have about the same number of 1’s as you would of 2’s or 3’s, right? The correct answer is somewhat more fun.
At the end of May, 2014 Successful Portfolios LLC managed more than $108,000,000 in assets for individuals, families and organizations. This includes over $3,500,000 of
Barron’s rates Interactive Brokers (IB) best online broker for the third consecutive year. TDAmeritrade moves up close. See table below. Read the complete story here. Successful Portfolios LLC
Have a look at Successful Portfolios investment performances from February 2010 inception through the year-end of 2013. All of our client’s accounts are included. Download
CBS News online recently published a provocative online article titled “How to find a financial advisor you can trust”. The article written Larry Swedroe is available here. My comments on Swedroes’ five salient points follow:
At Successful Portfolios LLC we systematically track the performance of every client account including closed accounts and non-discretionary accounts. Why? Because we care about our performance and your investment returns.
Successful Portfolios LLC now offers three model portfolios to Wealth Managers utilizing the Interactive Brokers Money Manager Platform. These three models include a Relative Strength ETF Model, a Low Beta Stock Model and an Aggressive Growth Stock Model.
If you are like most people, how to claim your Social Security Benefits could be one of the most important financial planning decisions that you will ever make.
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……
One cannot have too many numbers, really. Imagine you have a data set that includes many numbers, like U.S. city populations, or the odometer readings for all the cars in an area. Look at only the first digit of each number in your set of populations or mileage, and count each time 1 through 9 occurred. Each number should occur about the same number of times. You would have about the same number of 1’s as you would of 2’s or 3’s, right? The correct answer is somewhat more fun.
At the end of May, 2014 Successful Portfolios LLC managed more than $108,000,000 in assets for individuals, families and organizations. This includes over $3,500,000 of
Barron’s rates Interactive Brokers (IB) best online broker for the third consecutive year. TDAmeritrade moves up close. See table below. Read the complete story here. Successful Portfolios LLC
Have a look at Successful Portfolios investment performances from February 2010 inception through the year-end of 2013. All of our client’s accounts are included. Download
CBS News online recently published a provocative online article titled “How to find a financial advisor you can trust”. The article written Larry Swedroe is available here. My comments on Swedroes’ five salient points follow:
At Successful Portfolios LLC we systematically track the performance of every client account including closed accounts and non-discretionary accounts. Why? Because we care about our performance and your investment returns.
Successful Portfolios LLC now offers three model portfolios to Wealth Managers utilizing the Interactive Brokers Money Manager Platform. These three models include a Relative Strength ETF Model, a Low Beta Stock Model and an Aggressive Growth Stock Model.
If you are like most people, how to claim your Social Security Benefits could be one of the most important financial planning decisions that you will ever make.
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.
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