At Successful Portfolios, we aim to make your experience exceptional from day one. As a new client, you’re covered by our Satisfaction Guarantee. Here’s how it works: If, within the initial 30 days, you’re not completely satisfied with our services, you have the freedom to cancel. And guess what? We’ll promptly refund 100% of our advisory fees- no questions asked.
As fiduciaries, we always put your interests first. Our Satisfaction Guarantee is one way we demonstrate our commitment to your financial well-being and investment success. Your peace of mind is our top priority, and we stand behind the value we deliver.
Successful investing isn’t about eliminating risk—it’s about understanding and controlling it. For professional money managers and individual investors alike, knowing how to navigate the complex world of investment risk can mean the difference between achieving your goals and objectives and suffering devastating losses.
At Successful Portfolios, we’re dedicated to safeguarding your financial future—and that includes your legacy. We’re excited to introduce our partnership with Trust & Will, a leading online estate planning platform that makes securing your family’s future simple, affordable, and accessible.
Special Offer: Empower Your Wealth Journey-Partner with Successful Portfolios and Interactive Brokers. Let our seasoned professionals guide you in building a personalized investment portfolio aligned with your goals.
Buffett calls indexing a ‘know-nothing’ strategy – but this ‘protection against ignorance’ beats most active investors trying to prove they ‘know something.’ Sometimes, the wisest approach is admitting you don’t know, and your crystal ball 🔮 is cloudy. On the other hand, $XLK > $QQQ > $SPY > $VTI > $VXUS for 10 years now. Can that continue?
There’s always a hypothetical pot of gold in the rearview mirror, but that’s not how markets behave in real time. Learn from past performance but focus on the road ahead. Remember hindsight is always 20/20 in the investment world, and back-test performance will always outperform real-time.
Successful Portfolios LLC has established a Business Continuity Plan (BCP) to prepare for business disruptions, including natural disasters like hurricanes. Our plan emphasizes flexibility, adaptability, redundancy, and protecting the interests of our clients. Read this for contact Information for our Clients in the Event of a Business Disruption.
Today, we highlight two excellent, free Excel-based income tax planning resources that we have used for many years to help our clients minimize or eliminate their tax liability: Geoff Mendal’s Income Tax Planning Excel Sheet and Glenn Reeves’ Excel 1040 Worksheet.
Imagine two investors: one cautiously watching their steady but insufficient gains, the other riding a rollercoaster of higher highs and lows. What’s the difference? Their understanding of investment risk. As a financial advisor with years of experience counseling investors, I’ve seen firsthand how grasping this concept can make or break portfolios and retirement nest eggs. Today, let’s demystify investment risk and explore why it’s crucial for achieving your financial goals.
Welcome to the Grable and Lytton Risk-Tolerance Questionnaire. This quick and easy quiz is designed to help you understand your financial risk tolerance. Knowing your risk tolerance is essential for making informed investment decisions that align with your comfort level and financial goals.
Once you complete the quiz, your score will be instantly calculated and shown to you, providing immediate insights into your risk tolerance profile.
Our No-Overlap ETF Model Portfolios™ serve as investable benchmarks to help clients capture and compound long-term returns and compare the performance of various strategic asset allocations. We hand-pick an efficient mix of ETFs tracking key market sectors, ensuring diversification across thousands of securities without overlap. Our selections are ultra-low-cost and liquid, easy to buy or sell, and have a proven track record of best-in-class historical performance.
If you’re looking for a smart way to invest your money, exchange-traded funds (ETFs) might be your best bet. These investment vehicles offer a hassle-free and cost-effective way to access a diverse range of assets, including stocks, bonds, and alternative investments.
Two of the most popular alternative assets are gold and Bitcoin. While both are often touted as hedges against inflation and potential stores of value, they have distinct characteristics that set them apart. In this blog post, we will explore the key differences between gold and Bitcoin.
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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