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 convenient features such […]
Social Security Benefit Optimizer
Try Franklin Templeton Investment’s Social Security Optimizer
Trump Tax Reform Proposal
Here’s a look at the Trump Tax Reform Proposal sourced from the US Treasury website.
The Personal Financial Planning Process
Financial planning is a process…
Cost Basis and Holding Period for Appreciated Stock Received as a Gift
Here’s how to report on your tax return the cost basis and holding period for appreciated stock you sold and that you had acquired as a gift:
Channeling JP Morgan
What will the stock market do next? Parker Evans, CFA, CFP channels legendary financier J.P. Morgan.
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 […]
Ten Questions to Ask Your Financial Advisor (And Our Answers)
We recommend that you ask these 10 important questions before selecting a financial planner or investment advisor. Get your answers in writing.
