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.

Happy New Year to All Aspiring Millionaires

Happy New Year to all aspiring millionaires. Did you know a net worth of $1.2 million ranks just above the 90th percentile in household wealth? We’re here to help you move up the ranks.

Behind Discount Brokers’ Boom: Indy Advisers, Not Day Traders

Parker Evans, CFA, CFP tweets Wall Street Journal report that discount brokers Charles Schwab and TD Ameritrade have fast growing business units catering to independent Registered Investment Advisors and their clients.

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 convenient features such […]

Author: Parker Evans, CFA, CFP