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  • Top 20 Core ETF Pick List

    • October 4, 2022
    • Posted by: Parker Evans, CFA, CFP, CMT
    • Categories: ETF, Financial Planning, Portfolio Management
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    Get our Top 20 Core ETF pick list. Ultra-low-cost, liquid, and easy to trade. Simple capitalization-weighted stock and bond ladder portfolios. Create a custom, no-nonsense capital markets ETF portfolio. Our picks include exchange-traded funds managed and sponsored by Vanguard, Blackrock iShares, State Street SPDR, and Charles Schwab.

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  • Five Ways to Avoid Probate on Your Estate

    • September 16, 2022
    • Posted by: Parker Evans, CFA, CFP, CMT
    • Category: Financial Planning
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    If you’ve experienced the probate process, you probably don’t need to be told that avoidance is the best strategy. Here’s five smart ways to avoid probate on your estate.

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  • Buy and hold – 50 years of stock market ups and downs amidst news and noise, crisis, war, and whatnot.

    • April 5, 2022
    • Posted by: Parker Evans, CFA, CFP, CMT
    • Categories: Financial Planning, Infographic, Portfolio Management, Stocks
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    The case for buy-and-hold investing is illustrated in two infographics shown below. Digest the past fifty years of stock market ups and downs amidst news and noise, crisis, war, and whatnot. Then save and invest in the stock market. Hold for the long term. Here’s how $10,000 grew to $2.2 million.

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  • Beware of Cognitive Biases. Make Better Investment Decisions.

    • March 22, 2022
    • Posted by: Parker Evans, CFA, CFP, CMT
    • Categories: Infographic, Stocks, Wealth Management
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    Read this before you invest. Beware of common cognitive biases and mental mistakes. Understanding cognitive biases is key making to better investment decisions.

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  • ETF Picklist – The Only Investment List You’ll Ever Need

    • February 10, 2022
    • Posted by: Parker Evans, CFA, CFP, CMT
    • Categories: ETF, Portfolio Management, Stocks
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    Our ETF picklist could be the only investment list you’ll ever need. Get sortable, quality data on over 250 top-rated Exchange Traded Funds. Download the Excel worksheet for free from Successful Portfolios.

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  • Hype Alert: Matt Damon Touts Bitcoin

    • February 3, 2022
    • Posted by: Parker Evans, CFA, CFP, CMT
    • Categories: Bitcoin, Cryptocurrency
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    At Successful Portfolios, we advise ignoring paid celebrity endorsements. Serious investing is hard. Over-the-top hype and exaggeration are not your friends. Bitcoin and cryptocurrencies are risky. Investors can and do lose money.

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  • The Sixty-Forty Retirement Plan

    • January 31, 2022
    • Posted by: Parker Evans, CFA, CFP, CMT
    • Categories: Bonds, Portfolio Management, Retirement Planning, Stocks
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    The Sixty-Forty Retirement Plan is a simple, four-step plan for creating monthly income from your retirement nest egg. Here’s how it’s done.

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  • Vanguard ETF Strategic Model Portfolios

    • January 28, 2022
    • Posted by: Parker Evans, CFA, CFP, CMT
    • Categories: ETF, Model Portfolios, Portfolio Management, Retirement Planning
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    The Vanguard ETF Strategic Model Portfolios, including the Core Series, are available to clients of Successful Portfolios LLC, an SEC Registered Investment Advisor. The Core Series Model earns the highest possible rating by Morningstar.

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  • BlackRock Target ETF Model Portfolios

    • January 27, 2022
    • Posted by: Parker Evans, CFA, CFP, CMT
    • Categories: ETF, Portfolio Management
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    The BlackRock Target ETF Model Portfolios are available to clients at Successful Portfolios LLC, an SEC Registered Investment Advisor. The Models earn Morningstar’s highest rating. See the recommended allocations.

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