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Three Nifty Calculators for Estimating your 2018 Income Taxes
- July 6, 2018
- Posted by: Parker Evans, CFA, CFP, CMT
- Categories: Financial Planning, Government Policy, Retirement Planning, Taxes
No CommentsIn this post, I share three simple calculators I found and reviewed that you can use to estimate your 2018 income taxes. Plus I give you three bonus tax-saving tips to help you reduce your tax burden.
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Market Linked CD’s and Structured Notes
- June 26, 2018
- Posted by: Parker Evans, CFA, CFP, CMT
- Categories: Annuities, Financial Planning, Portfolio Management, Principal Protected, Regulatory Compliance, Retirement Planning, Wealth Management
SEC issues Cease-And-Desist Order against Wells Fargo Advisors. I recommend investors read the order as a good primer regarding the workings of Market Linked Investments (MLI’s) including Structured Notes and CD’s.
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What’s the Best Online Brokerage?
- March 25, 2018
- Posted by: Parker Evans, CFA, CFP, CMT
- Categories: Brokers, ETF, Financial Planning and Investment Blog, Portfolio Management, Research, Retirement Planning, Stocks, Wealth Management
Online brokers are a proven smart way to invest. And they’re not just for do-it-yourself investors. In this article posted to Linkedin, I reveal how to select the best online broker.
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How to Select a Financial Advisor, Financial Planner, Investment Advisor or Wealth Manager
- February 6, 2018
- Posted by: Parker Evans, CFA, CFP, CMT
- Category: Financial Planning and Investment Blog
Many people choose a personal financial advisor based on a referral or recommendation from a friend, colleague, or respected professional like a lawyer or CPA. That’s a start, but not enough. And for sure it’s not the only viable way to seek a skilled, trustworthy advisor. Here’s what to look for in an advisor:
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Five Ways Protect Your Wealth in a Stock Market Crash
- February 4, 2018
- Posted by: Parker Evans, CFA, CFP, CMT
- Categories: Bonds, ETF, Financial Planning, Financial Planning and Investment Blog, Investment Policy Statement (IPS), Options, Portfolio Management, Principal Protected, Retirement Planning, Retirement Strategies, Stocks, Wealth Management
Learn more about protecting wealth with 1) Asset Allocation, 2) Market Timing, 3) Stop-loss Orders, 4) Structured Products including annuities, 5) Put options.
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The Stock Market Crash of 1987
- February 3, 2018
- Posted by: Parker Evans, CFA, CFP, CMT
- Categories: Articles, ETF, Financial Planning, Financial Planning and Investment Blog, Portfolio Management, Research, Retirement Planning, Stock Market Watch, Stocks
Here is how the Stock Market Crash of 1987 went down. Crash, volatility, consolidation. The bottom was in. There was no recession…. Critical rules for making money in the stock market: Don’t Sell at the Bottom in a Panic and Don’t Panic and Sell at the Bottom.
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Happy New Year to All Aspiring Millionaires
- January 2, 2018
- Posted by: Parker Evans, CFA, CFP, CMT
- Categories: Annuities, Financial Planning, Financial Planning and Investment Blog, Portfolio Management, Retirement Planning, Social Media, Wealth Management
Happy New Year to all aspiring millionaires. Did you know a net worth of $1.2 million ranks just above the 90th percentile in household wealth? We’re here to help you move up the ranks.
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David Bennett, CFA, CFP Explains SP’s Business Model and Value Proposition.
- December 22, 2017
- Posted by: Parker Evans, CFA, CFP, CMT
- Category: Financial Planning and Investment Blog
In this brief Facebook video, Successful Portfolios Vice President David Bennett, CFA, CFP explains SP’s business model and value proposition.
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Behind Discount Brokers’ Boom: Indy Advisers, Not Day Traders
- December 15, 2017
- Posted by: Parker Evans, CFA, CFP, CMT
- Category: Financial Planning and Investment Blog
Parker Evans, CFA, CFP tweets Wall Street Journal report that discount brokers Charles Schwab and TD Ameritrade have fast growing business units catering to independent Registered Investment Advisors and their clients.
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Online Broker Commission and Margin Rates Comparison Grid
- October 29, 2017
- Posted by: Parker Evans, CFA, CFP, CMT
- Categories: Brokers, ETF, Options, Portfolio Management, Regulatory Compliance, Research, Stocks
Check out this Cost Comparison of Commission and Margin Rates at Interactive Brokers (IB), E*Trade, Fidelity, Scottrade, Schwab, TD Ameritrade and Vanguard. Talk to Successful Portfolios’ team of expert Certified Financial Planners and Chartered Financial Analysts. We’ll help you choose the best online broker to suit your investment management objectives.