Bitcoin versus Gold

Bitcoin versus Gold: What investors should consider.

Two of the most popular alternative assets are gold and Bitcoin. While both are often touted as hedges against inflation and potential stores of value, they have distinct characteristics that set them apart. In this blog post, we will explore the key differences between gold and Bitcoin.

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The Purpose of Diversification in 2024

The Purpose of Diversification and The Old Man and the Sea

Insights Inspired by Hemmingway’s “The Old Man and the Sea” and ChatGPT. Uncertainty is a constant companion. In the vast ocean of markets, adequate diversification and planning are essential.

What is your Investment Philosophy?

Periodic Table of Investment Styles or Investment Philosophy

At Successful Portfolios, our primary goal is to help clients achieve their financial objectives while managing risk. Our trained professionals carefully assess each client’s risk tolerance and time horizon before constructing customized portfolios. We integrate prudent risk management across various investment philosophies when selecting appropriate assets for each client.

Partner with a Fiduciary Advisor

More and more people are realizing the value of working with a registered investment advisor (RIA) firm for their financial planning and investment management needs. It’s important to know that an RIA is legally obligated as a fiduciary to put client interests first. This differs from a brokerage firm that may promote products with higher fees or lower quality to earn commissions.

Satisfaction Guarantee

Satisfaction Guarantee We are committed to your satisfaction at Successful Portfolios and offer a guarantee to back it up. If you are unhappy with our services for any reason, we will refund 100% of your investment management fee from the last 30 days, with no strings attached. Make an Appointment Talk to Parker Evans, CFA, […]

Successful Portfolios Earns Five Star Rating

Successful Portfolios has earned the highest possible rating from, a trusted source of unbiased and transparent information on financial advisors. Each month, analyzes the latest regulatory data from the SEC IAPD database of over 17,000 US-based RIAs.

Select Directional ETF Model

On June 24, 2016, the first trading day after BREXIT, global stock markets plunged. The S&P 500 lost nearly 4%. But our ETF Model Portfolio gained nearly 1%. This represents actual investment performance on over $2.2 million invested. Not a hypothetical simulation.

ZIRP Ending Soon?

The Fed last raised interest rates 9 years ago.  We have had 7 years of Zero Interest Rate Policy (ZIRP).  How will the markets react to today’s FOMC decision?  We can help you position your investment portfolio. Get expert answers to your questions, explore timely investment ideas, and discover proven solutions to your financial challenges. Talk with […]