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 [...]

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.

Key Tax and Financial Data for 2016 Fact Sheet – Free Download

Successful Portfolios is pleased to offer our Key Financial Data for 2016 Fact Sheet, available here as a free download pdf.  This handy fact sheet includes tax tables and retirement account contribution limits. Be sure to check back for updates as they become available. Call Successful Portfolios at (727) 744-3614 to discuss this and other tax-advantaged investment strategies.  


Read this before you claim your Social Security benefit. Don't make an uninformed fast grab for cash. Bottom line is that for most people, the risk-adjusted return on delaying your Social Security claim is higher than any other investment you can make.