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  • ETF Picklist – The Only Investment List You’ll Ever Need

    • February 10, 2022
    • Posted by: Parker Evans, CFA, CFP, CMT
    • Categories: ETF, Portfolio Management, Stocks
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    Our ETF picklist could be the only investment list you’ll ever need. Get sortable, quality data on over 250 top-rated Exchange Traded Funds. Download the Excel worksheet for free from Successful Portfolios.

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  • Vanguard ETF Strategic Model Portfolios

    • January 28, 2022
    • Posted by: Parker Evans, CFA, CFP, CMT
    • Categories: ETF, Model Portfolios, Portfolio Management, Retirement Planning
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    The Vanguard ETF Strategic Model Portfolios, including the Core Series, are available to clients of Successful Portfolios LLC, an SEC Registered Investment Advisor. The Core Series Model earns the highest possible rating by Morningstar.

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  • BlackRock Target ETF Model Portfolios

    • January 27, 2022
    • Posted by: Parker Evans, CFA, CFP, CMT
    • Categories: ETF, Portfolio Management
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    The BlackRock Target ETF Model Portfolios are available to clients at Successful Portfolios LLC, an SEC Registered Investment Advisor. The Models earn Morningstar’s highest rating. See the recommended allocations.

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  • Wide Moat Investing Revisited

    • October 19, 2021
    • Posted by: Parker Evans, CFA, CFP, CMT
    • Categories: ETF, Portfolio Management, Stocks, Wealth Management
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    Wide moat investing works. Competitive advantage matters. Ten years ago, we first posted about wide moat investing. Since then, a booming stock market has created remarkable wealth for many investors. Here’s an update.

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  • Top Ten Highest Quality Stocks in the USA

    • August 24, 2021
    • Posted by: Parker Evans, CFA, CFP, CMT
    • Categories: ETF, Portfolio Management, Stocks
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    Here’s a list of what is arguably the top 10 highest quality stocks in the USA as of August 24, 2021.

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  • Simple illustration shows how volatility and sequence of return affect your retirement nest egg.

    • August 28, 2018
    • Posted by: Parker Evans, CFA, CFP, CMT
    • Categories: ETF, Financial Planning, Financial Planning and Investment Blog, Portfolio Management, Research, Retirement Strategies
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    Simple illustration shows how volatility and sequence of return affect your retirement nest egg.

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  • What’s the Best Online Brokerage?

    • March 25, 2018
    • Posted by: Parker Evans, CFA, CFP, CMT
    • Categories: Brokers, ETF, Financial Planning and Investment Blog, Portfolio Management, Research, Retirement Planning, Stocks, Wealth Management
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    Online brokers are a proven smart way to invest. And they’re not just for do-it-yourself investors. In this article posted to Linkedin, I reveal how to select the best online broker.

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  • Five Ways Protect Your Wealth in a Stock Market Crash

    • February 4, 2018
    • Posted by: Parker Evans, CFA, CFP, CMT
    • Categories: Bonds, ETF, Financial Planning, Financial Planning and Investment Blog, Investment Policy Statement (IPS), Options, Portfolio Management, Principal Protected, Retirement Planning, Retirement Strategies, Stocks, Wealth Management
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    Learn more about protecting wealth with 1) Asset Allocation, 2) Market Timing, 3) Stop-loss Orders, 4) Structured Products including annuities, 5) Put options.

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  • The Stock Market Crash of 1987

    • February 3, 2018
    • Posted by: Parker Evans, CFA, CFP, CMT
    • Categories: Articles, ETF, Financial Planning, Financial Planning and Investment Blog, Portfolio Management, Research, Retirement Planning, Stock Market Watch, Stocks
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    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.

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  • Online Broker Commission and Margin Rates Comparison Grid

    • October 29, 2017
    • Posted by: Parker Evans, CFA, CFP, CMT
    • Categories: Brokers, ETF, Options, Portfolio Management, Regulatory Compliance, Research, Stocks
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    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.

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