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  • IRA Required Minimum Distribution (RMD)

    • December 17, 2010
    • Posted by: Parker Evans, CFA, CFP
    • Categories: Financial Planning, Financial Planning and Investment Blog, Retirement Strategies, Uncategorized
    No Comments
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  • Bloomberg Professional Service

    • December 8, 2010
    • Posted by: Parker Evans, CFA, CFP
    • Categories: Financial Planning and Investment Blog, Uncategorized
    No Comments
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  • How to Avoid Investment “DOGS”

    • October 1, 2010
    • Posted by: Parker Evans, CFA, CFP
    • Categories: Brokers, Financial Planning, Financial Planning and Investment Blog, Stocks, Wealth Management
    No Comments

    In August 1999 near the peak of the stock market tech bubble, a long-time, normally conservative client asked me for a “low priced” stock pick in the then red-hot technology sector. I told him about several stocks that fit the bill. He settled on Corel Corporation, a Canadian based Software Company that was working on porting their Perfect Office Suite to the Linux operating system. Almost immediately upon his buying 1,000 shares at $4.75, Corel began climbing nearly doubling within a few weeks before pulling back. In November 1999, Corel stock soared higher. I called my client and recommended he sell his shares at $28. He sold, booking a 560% profit in just 3 months. The day after he sold, he called me back and asked excitedly “Where is Corel trading now?” “Forty-three dollars a share” I replied somewhat uncomfortably. “Buy it back!” my client exclaimed enthusiastically. Fortunately, I was able to dissuade him. Corel peaked that day at $44 and within months crashed back to earth as the stock market tech bubble burst. The chart below illustrates the gory details. Investors who bought and held Corel stock during its inexplicable moon shot of late 1999 and subsequent crash ended up owning a stock market DOG.

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  • Tax-free ETFs with 6% yields and monthly dividends

    • September 2, 2010
    • Posted by: Parker Evans, CFA, CFP
    • Categories: Financial Planning and Investment Blog, Tax Free
    No Comments

    At Successful Portfolios, we follow more than 250 different municipal bond Exchange Traded Funds (ETFs). Many yield over 6% tax-free and pay monthly dividends.

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  • The Lowest Cost Way to Borrow Money

    • August 28, 2010
    • Posted by: Parker Evans, CFA, CFP
    • Category: Financial Planning and Investment Blog
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  • Financial Planning

    • July 31, 2010
    • Posted by: Parker Evans, CFA, CFP
    • Categories: Financial Planning, Financial Planning and Investment Blog
    No Comments

    Successful Portfolios Financial Planners are trained, certified and ready to help you answer your most pressing questions regarding personal financial planning.

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  • Investment Research

    • July 29, 2010
    • Posted by: Parker Evans, CFA, CFP
    • Categories: Financial Planning and Investment Blog, Research
    No Comments

    Ongoing research and due diligence is an integral part of Successful Portfolios’ investment decision-making process.

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  • Roth IRA Conversion: Is It Right For You?

    • June 23, 2010
    • Posted by: Parker Evans, CFA, CFP
    • Categories: Government Policy, Retirement Strategies
    No Comments
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  • The Gold Rush: Will It Continue?

    • June 23, 2010
    • Posted by: Parker Evans, CFA, CFP
    • Categories: Financial Planning and Investment Blog, Investing in Gold
    No Comments
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  • TARP Recipients

    • June 11, 2010
    • Posted by: Parker Evans, CFA, CFP
    • Category: Government Policy
    No Comments
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