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 [...]