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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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Good, Clean Fun with Numbers: Benford’s Law

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.

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How is your investment performance?

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.

Read More »

Advisor Credentials and the CFA Exam Pass Rate

Did you know the Chartered Financial Analyst (CFA) designation is widely regarded as the global “gold standard” of investment advisor credentials? The CFA program ”is truly a meritocracy and if you can’t demonstrate you are capable, it doesn’t matter who you are, whose son or daughter.” That’s something you should think about if you are searching for an investment advisor.

Read More »

Good, Clean Fun with Numbers: Benford’s Law

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.

Read More »

How is your investment performance?

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.

Read More »

Advisor Credentials and the CFA Exam Pass Rate

Did you know the Chartered Financial Analyst (CFA) designation is widely regarded as the global “gold standard” of investment advisor credentials? The CFA program ”is truly a meritocracy and if you can’t demonstrate you are capable, it doesn’t matter who you are, whose son or daughter.” That’s something you should think about if you are searching for an investment advisor.

Read More »
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