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.”
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.
SP’s Low Volatility Strategy: Snapshot of Account “BEC1” Investment Performance using IB Portfolio Analyst
Presented in the graphic shown below is the inception-to-date comparative performance of Successful Portfolios’ Low Volatility Investment Strategy (BEC1) and a blended index of 70% Vanguard Total World Stock Index ETF (VT) and 30% Vanguard Total Bond Market ETF (BND). We prepared this presentation using Interactive Brokers Portfolio Analyst.
SP’s Mean Reversion Strategy: Snapshot of Account “EC1” Investment Performance using IB Portfolio Analyst
We present the inception-to-date comparative performance of Successful Portfolios’ Mean Reversion Investment Strategy (EC1) and the Vanguard Total World Stock Index ETF (VT). We prepared the presentation using Interactive Brokers Portfolio Analyst.
Why Chose a Certified Financial Planner (CFP) Professional?
Learn What a Certified Financial Planner™ (CFP) Professional Can Do for You…
Why chose a Chartered Financial Analyst (CFA)?
Wealth Management Qualifications & Credibility. Here’s why you should chose a Chartered Financial Analyst (CFA)…
What is a SEC Form ADV Part 2 Brochure? Sounds boring but it’s not. It’s an informative Client Brochure.
If you do business with or are considering doing business with a Registered Investment Advisor Firm (RIA), that RIA should give your their official Form ADV Part 2 Brochure. It’s sometime referred to as the “Client Brochure”. You should read it. It’s a plain language disclosure document that the RIA must submit to the Securities and Exchange Commission (SEC) annually. Download Successful Portfolios April 2017 Client Brochure.
Certified Financial Planner (CFP): Experience and Knowledge to Help Clients Succeed
What does a Certified Financial Planner (CFP) do for his clients? This graphic provides a great visual answer.
Mid Year 2016 GIPS Compliant Composite Report
Composite Investment Performance
Stock Bond Benchmark Returns Thru June 2016
Here is BlackRock’s most excellent Stock and Bond Benchmark Returns Comparison for June 2016. Download the PDF file. A furious post Brexit rally turns most US stock indices positive for month of Junes. Bond indices were well bid all month.