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Buy and hold – 50 years of stock market ups and downs amidst news and noise, crisis, war, and recession.
- April 5, 2022
- Posted by: Parker Evans, CFA, CFP
- Categories: Financial Planning, Infographic, Portfolio Management, Stocks
No CommentsSee the case for buy-and-hold investing: fifty years of stock market ups and downs amidst news, noise, crisis, war, and recession.
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Beware of Cognitive Biases. Make Better Investment Decisions.
- March 22, 2022
- Posted by: Parker Evans, CFA, CFP
- Categories: Infographic, Stocks, Wealth Management
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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Tax Fact Sheet 2022 with Key Financial Data
- February 25, 2022
- Posted by: Parker Evans, CFA, CFP
- Categories: Factsheet, Financial Planning, Retirement Planning, Taxes
Download the Key Financial Data and Tax Fact Sheet for 2022. Our handy two-page factsheet (pdf) is a must-have reference and planning tool for all taxpayers.
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ETF Picklist – The Only Investment List You’ll Ever Need
- February 10, 2022
- Posted by: Parker Evans, CFA, CFP
- Categories: ETF, Portfolio Management, Stocks
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
- Categories: Bitcoin, Cryptocurrency
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
- Categories: Bonds, Portfolio Management, Retirement Planning, Stocks
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
- Categories: ETF, Model Portfolios, Portfolio Management, Retirement Planning
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
- Categories: ETF, Portfolio Management
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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ARK Big Ideas – Investments with Conversational Alpha.
- January 26, 2022
- Posted by: Parker Evans, CFA, CFP
- Categories: Alpha, Innovation, Stocks
Check out the remarkable ARK Big Ideas 2022 slide deck. ARK’s big investment ideas include artificial intelligence (AI), battery technology, electric vehicles, green energy, blockchain including cryptocurrency, bitcoin, fintech, robotics, and automation, including 3D printing, gene sequencing, and biotechnology. It’s chock full of fun and informative futuristic factoids and tidbits.
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IRA-Based Retirement Plans for Employers
- December 8, 2021
- Posted by: Parker Evans, CFA, CFP
- Categories: Financial Planning, Retirement Planning, Retirement Strategies
Here is a simple, easy to digest, table outlining the various IRA-Based Retirement Plans available to small employers, including the self-employed. IRA-based plans are low-cost and easy to administer for employers. These plans have the potential to save owners thousands of dollars in income taxes. Download Source File.
