What is a fee-only advisor?
The Certified Financial Planner Board of Standards, Inc. (CFP Board) definition of “fee-only” financial advisor reads: “A (CFP) certificant may describe his or her practice as “fee-only” if, and only if, all of the certificant’s compensation from all of his or her client work comes exclusively from the clients in the form of fixed, flat, hourly, percentage or performance-based fees.”
Bloomberg Professional Service
Successful Portfolios is committed to ongoing investment research and diligent portfolio management. That is why we subscribe to the Bloomberg Professional service and regularly train to maximize its usefulness. Bloomberg delivers investment data, unparalleled in scope and depth, to our desktop in real time. Bloomberg Professional® provides news, analytics, communications, charts, and other functionality that we […]
Tax-free ETFs with 6% yields and monthly dividends
At Successful Portfolios, we follow more than 250 different municipal bond Exchange Traded Funds (ETFs). Many yield over 6% tax-free and pay monthly dividends.
