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  • Introducing SP Robo Advisor

    • October 23, 2017
    • Posted by: Parker Evans, CFA, CFP, CMT
    • Categories: ETF, Financial Planning, Financial Planning and Investment Blog, Portfolio Management, Retirement Planning, Retirement Strategies
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  • Social Security Benefit Optimizer

    • October 18, 2017
    • Posted by: Parker Evans, CFA, CFP, CMT
    • Categories: Financial Planning, Financial Planning and Investment Blog, Principal Protected, Retirement Planning, Retirement Strategies
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    Try Franklin Templeton Investment’s Social Security Optimizer

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  • Trump Tax Reform Proposal

    • September 29, 2017
    • Posted by: Parker Evans, CFA, CFP, CMT
    • Categories: Financial Planning, Financial Planning and Investment Blog, Government Policy, Taxes
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    Here’s a look at the Trump Tax Reform Proposal sourced from the US Treasury website.

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  • The Personal Financial Planning Process

    • September 25, 2017
    • Posted by: Parker Evans, CFA, CFP, CMT
    • Categories: Financial Planning, Financial Planning and Investment Blog
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    Financial planning is a process…

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  • Hurricane Recovery Plan

    • September 7, 2017
    • Posted by: Joseph Baer
    • Categories: Brokers, Financial Planning and Investment Blog
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  • Cost Basis and Holding Period for Appreciated Stock Received as a Gift

    • August 31, 2017
    • Posted by: Parker Evans, CFA, CFP, CMT
    • Categories: Financial Planning, Financial Planning and Investment Blog, Stocks, Taxes
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    Here’s how to report on your tax return the cost basis and holding period for appreciated stock you sold and that you had acquired as a gift:

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  • Channeling JP Morgan

    • July 20, 2017
    • Posted by: Parker Evans, CFA, CFP, CMT
    • Categories: Financial Planning, Portfolio Management, Retirement Planning, Retirement Strategies, Stocks, video, Videos
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    What will the stock market do next? Parker Evans, CFA, CFP channels legendary financier J.P. Morgan.

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  • Mapping Your FinaMetrica Risk Tolerance Score to Portfolio Asset Allocation

    • July 10, 2017
    • Posted by: Parker Evans, CFA, CFP, CMT
    • Categories: Bonds, ETF, Financial Planning, Financial Planning and Investment Blog, Portfolio Management, Retirement Planning, Retirement Strategies, Stocks
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    Investors should periodically evaluate their risk tolerance with the help of a skilled financial advisor… The Risk/Return of a well-constructed investment portfolio stems from its Defensive/Growth split. Bonds are defensive assets. Stocks are growth oriented assets.

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  • Retirement Planning: Parker Evans, CFA, CFP Explains the 4% Rule

    • June 23, 2017
    • Posted by: Parker Evans, CFA, CFP, CMT
    • Categories: Financial Planning, Financial Planning and Investment Blog, Portfolio Management, Retirement Planning, Retirement Strategies
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    “The 4% spending rule states that retirees with a diversified portfolio split between stocks and bonds can safely withdraw 4% of their initial balance at retirement, adjusting the dollar amount for inflation each year thereafter.”

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  • Reverse Mortgage – True or False Quiz

    • June 23, 2017
    • Posted by: Parker Evans, CFA, CFP, CMT
    • Categories: Annuities, Financial Planning, Financial Planning and Investment Blog, Leverage, Retirement Planning, Retirement Strategies
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