About Parker Evans, CFA, CFP, CMT

Parker Evans, CFA, CFP, CMT is Co-founder and Chief Investment Strategist at Successful Portfolios LLC, a SEC Registered Investment Advisor based in Clearwater, FL.

Online Broker Commission and Margin Rates Comparison Grid

Check out this Cost Comparison of Commission and Margin Rates at Interactive Brokers (IB), E*Trade, Fidelity, Scottrade, Schwab, TD Ameritrade and Vanguard. Talk to Successful Portfolios' team of expert Certified Financial Planners and Chartered Financial Analysts. We'll help you choose the best online broker to suit your investment management objectives.

Introducing SP Robo Advisor

SP Robo Advisor, powered by Institutional Intelligent Portfolios™, provides easy access to open, fund and view your account. • Simple enrollment process from your desktop or mobile device • Start investing in an ETF portfolio built by Successful Portfolios • Maintain easy access to your account to view investments and performance • Manage account using [...]

Mapping Your FinaMetrica Risk Tolerance Score to Portfolio Asset Allocation

Investors should periodically evaluate their risk tolerance with the help of a skilled financial advisor... The Risk/Return of a well-constructed investment portfolio stems from its Defensive/Growth split. Bonds are defensive assets. Stocks are growth oriented assets.

Retirement Planning: Parker Evans, CFA, CFP Explains the 4% Rule

"The 4% spending rule states that retirees with a diversified portfolio split between stocks and bonds can safely withdraw 4% of their initial balance at retirement, adjusting the dollar amount for inflation each year thereafter."

Reverse Mortgage – True or False Quiz

"For the average American couple at age 65, home equity makes up more than two-thirds of their total wealth, according to 2011 U.S. Census data. More specifically, the median net worth for married couples age 65 and older is $284,790. Of this amount, $192,552 is in home equity, and $92,238 is in non-equity assets, including [...]