Happy New Year to All Aspiring Millionaires

We’re here to help you move up the ranks.

See source document top of page 37: https://www.federalreserve.gov/publications/files/scf17.pdf

By Parker Evans, CFA, CFP, CMT|2018-01-02T12:27:58-04:00January 2nd, 2018|Annuities, Financial Planning, Financial Planning and Investment Blog, Portfolio Management, Retirement Planning, Social Media, Wealth Management|0 Comments

About the Author: Parker Evans, CFA, CFP, CMT

Parker Evans, CFA, CFP, CMT is President of Successful Portfolios LLC, an SEC Registered Investment Advisor Firm based in Clearwater, FL. Parker helps individuals, families, and organizations plan and manage custom investment portfolios at leading brokerages including Charles Schwab, TD Ameritrade, and Interactive Brokers.