About Parker Evans, CFA, CFP, CMT

Parker Evans, CFA, CFP, CMT is President of Successful Portfolios LLC, an SEC Registered Investment Advisor Firm based in Clearwater, FL. Parker helps individuals, families, and organizations plan and manage custom investment portfolios at leading brokerages including Charles Schwab, TD Ameritrade, and Interactive Brokers.
https://successfulportfolios.com/parker

Financial Planning Benefits

Consulting with a Certified Financial Planner (CFP) professional is a great move! A CFP® professional can bring clarity to all your finances and help you develop a strategy, so it’s easier to make financial decisions, set long and short-term life goals, and stay on track. Working with a CFP® professional can secure your financial well being and give you peace of mind.

By |2018-07-13T15:13:12+00:00July 13th, 2018|Financial Planning|0 Comments

How to Select a Financial Advisor, Financial Planner, Investment Advisor or Wealth Manager

Many people choose a personal financial advisor based on a referral or recommendation from a friend, colleague, or respected professional like a lawyer or CPA. That's a start, but not enough. And for sure it’s not the only viable way to seek a skilled, trustworthy advisor. Here's what to look for in an advisor:

Five Ways Protect Your Wealth in a Stock Market Crash

Learn more about protecting wealth with 1) Asset Allocation, 2) Market Timing, 3) Stop-loss Orders, 4) Structured Products including annuities, 5) Put options.

The Stock Market Crash of 1987

Here is how the Stock Market Crash of 1987 went down. Crash, volatility, consolidation. The bottom was in. There was no recession.... Critical rules for making money in the stock market: Don’t Sell at the Bottom in a Panic and Don't Panic and Sell at the Bottom.