Successful Portfolios

Independent SEC Registered Investment Advisor
led by Parker Evans, CFA, CFP, and Joe Baer, APMA. Secure your financial future now.

Successful Portfolios LLC is an independent SEC Registered Investment Advisor helping clients plan and manage accounts at Interactive Brokers and Charles Schwab. Established in 2010, today we serve over 150 discerning clients with more than $210,000,000 in assets under management. Our areas of expertise include portfolio management, identifying investment opportunities, and retirement income plann

8 Most Successful Products From "Shark Tank" 09/15/2024

8 Most Successful Products From "Shark Tank" Not every entrepreneurial idea that is pitched walks away with an investor. Not every product that wins an investor goes on to make it big. But some do, becoming national or global brands that do millions—even billion—of dollars in sales.

Strong as a Mother 09/15/2024

Strong as a Mother What skills can working parents look to as a reminder of their strength in the hard moments? And how can we draw on them to raise the next generation of leaders?

Here’s How You Can Maintain And Transfer Generational Wealth 09/14/2024

Here’s How You Can Maintain And Transfer Generational Wealth Learn about generational wealth. Discover key investment vehicles for transferring wealth, as well as the importance of estate planning and financial literacy.

5 simple ways to improve your blood sugar levels, according to a doctor 09/14/2024

5 simple ways to improve your blood sugar levels, according to a doctor Constant tracking of blood sugar levels with wearables has become a hot new wellness trend, allowing people to monitor any changes after each meal or activity. But you should probably worry less about tiny changes to your blood sugar levels, and more about the rest of your routine.

How to Teach Teens About Money and Investing 09/14/2024

How to Teach Teens About Money and Investing Although time is their greatest ally—given the power of long-term compounding—many teens can’t see the benefits of investing. How to change that? Discuss deferred gratification, budgeting, and tapping into what motivates them.

Coaches, Here's What Your Clients Aren't Telling You — and How to Address Their Unspoken Concerns 09/13/2024

Coaches, Here's What Your Clients Aren't Telling You — and How to Address Their Unspoken Concerns What's going through your clients' minds? In coaching, therapy, consulting and other types of service, delivering exceptional care is only half the battle. How you deliver that care — the entire client experience — matters as much, if not more. Here's how to address the concerns clients won't sa...

AI Is Coming For Supermarket Shelves - Are You Ready For It? 09/13/2024

AI Is Coming For Supermarket Shelves - Are You Ready For It? Inflated prices are changing the way people shop. Nearly 42% of US adults are buying more generic brands and 30% of US adults are partaking in comparative shopping, also known as “treasure hunt grocery shopping,” to find the best deals to manage the cost of living.

The surprising truth about failure in business 09/12/2024

The surprising truth about failure in business Not everyone learns from things going wrong, but progress depends upon it.

A Guide to Why You Should Buy Bonds (And Why You Shouldn’t) 09/12/2024

A Guide to Why You Should Buy Bonds (And Why You Shouldn’t) Bonds have regained the haven property that made them desirable for 60/40 portfolios. But that may not matter as much as usually believed.

How Investors Can Play the Presidential Election 09/12/2024

How Investors Can Play the Presidential Election History offers a guide as to how the stock market fares in an election year under Democratic vs. Republican administrations.

The NFL Is Back—and It’s Never Cost More to Watch 09/11/2024

The NFL Is Back—and It’s Never Cost More to Watch Being a football nut in 2024 means having to shell out for a bevy of streaming platforms that until recently have never had exclusive rights to games.

Understanding 401(k) hardship withdrawal: Rules and consequences 09/11/2024

Understanding 401(k) hardship withdrawal: Rules and consequences A 401(k) hardship withdrawal is a penalty-free way to withdraw funds from your retirement account. The IRS permits hardship withdrawal for an "immediate and heavy financial need." A 401(k) hardship withdrawal still hinders your savings' growth potential with tax implications.

Amazon Wants Your Palm and TSA Wants Your Face. What Saying Yes Will Mean. 09/11/2024

Amazon Wants Your Palm and TSA Wants Your Face. What Saying Yes Will Mean. Using your body’s data to pay or breeze through security is like unlocking your phone—sort of.

Why Am I Overspending? Blame It on Politics 09/10/2024

Why Am I Overspending? Blame It on Politics We may feel so besieged by nonstop breaking news, political ads and memes from both sides of the aisle that when we get the chance to feel carefree, we sn**ch at the chance for distraction—even if it means disregarding our own spending limits.

Wildlife rehabilitation centre teaches big lessons about humanity and nature 09/10/2024

Wildlife rehabilitation centre teaches big lessons about humanity and nature Humans can learn some things from the natural world – take only what you need, keep your footprint small, trust your instincts and value your companions

Landon Y. Jones, Who Popularized the Term ‘Baby Boomers,’ Dies at 80 09/10/2024

Landon Y. Jones, Who Popularized the Term ‘Baby Boomers,’ Dies at 80 Landon Young Jones Jr., by his own definition, was born a little early to qualify as a boomer. But with his book “Great Expectations: America and the Baby Boom Generation,” he launched a generational shorthand.

Sort out your life! 100 tiny tricks to help with everything from digital overwhelm to lumpy sugar and unpaid bills 09/09/2024

Sort out your life! 100 tiny tricks to help with everything from digital overwhelm to lumpy sugar and unpaid bills Ever feel like you’re lurching from crisis to crisis, or chore to chore? Here’s how to knock at least some of them on the head – and lay the foundations for a less stressful, more organised existence

This NFL Team Is Owned By the Fans — Here's How Much Shares Cost and What Ownership Gets You 09/09/2024

This NFL Team Is Owned By the Fans — Here's How Much Shares Cost and What Ownership Gets You The tradition of Packer fan ownership was initiated more than 100 years ago, with six stock offerings so far (1923, 1935, 1950, 1997, 2011, 2021), with an ownership cap of 200,000 shares per person. The first offering was $5 a share. The latest was around $300, and more than 538,000 individuals coll...

Need More Income in Retirement? Buy an Annuity Before Interest Rates Drop. 09/09/2024

Need More Income in Retirement? Buy an Annuity Before Interest Rates Drop. If you are thinking of buying an income annuity in the next year or two, now is a good time to pull the trigger.Payouts surged for annuities in late 2022 as the Federal Reserve clamped down on rampant inflation, sending interest rates ...

Has Warren Buffett lost his touch? 09/08/2024

Has Warren Buffett lost his touch? Assessing Berkshire Hathaway’s recent performance

We are all capitalists now 09/08/2024

We are all capitalists now To see a modern capitalist, perhaps you should look in a mirror in the home you own. Or take a selfie.

Why is it so hard to ask for help? 09/08/2024

Why is it so hard to ask for help? Seeking aid is not a sign of weakness: it provides the building blocks for our faith in humanity.

Dogs Can Now Smell Like a Million Bucks With Dolce & Gabbana’s New Canine Cologne—But Should They? 09/07/2024

Dogs Can Now Smell Like a Million Bucks With Dolce & Gabbana’s New Canine Cologne—But Should They? What pet owners might want to know before splurging on a $99 bottle

6 Expensive Mistakes To Avoid With Your 401(k) Rollover 09/07/2024

6 Expensive Mistakes To Avoid With Your 401(k) Rollover Mistakes when rolling over your old 401(k) can be expensive and annoying. Keep reading as we share the 6 401(k) mistakes to avoid.

Gen Z expect to inherit money and assets—but their boomer parents aren’t planning on leaving anything behind 09/07/2024

Gen Z expect to inherit money and assets—but their boomer parents aren’t planning on leaving anything behind Those sizing up their parent's (or grandparent's) property and envisioning a relaxed retirement are in for a huge shock: Little over 20% of baby boomers expect to leave an inheritance.

The Stock Market Is in the Homestretch of 2024. It’s Time to Buckle Up and Branch Out. 09/06/2024

The Stock Market Is in the Homestretch of 2024. It’s Time to Buckle Up and Branch Out. The markets are at a critical juncture, with a rate cut and presidential election looming. How to position your portfolio.

How To Get Out Of Debt: 10 Strategies 09/05/2024

How To Get Out Of Debt: 10 Strategies Learn the methods to get out of debt quickly. Explore practical steps to regain control of your finances and achieve lasting financial freedom.

A boomer who bought land 25 years ago thought he was set for retirement. Then someone sold it without him knowing. 09/05/2024

A boomer who bought land 25 years ago thought he was set for retirement. Then someone sold it without him knowing. In 1999, William Gordon bought a lot in Arizona, planning to build a home where he could retire. But in March 2023, Gordon found out a complete stranger had sold the lot for $200,000. Gordon had to fight to get his land back as real-estate scams became more common.

Why inflation fell without a recession 09/05/2024

Why inflation fell without a recession High interest rates, not the passage of time, have restored price stability

Can I use a securities-based loan to pay off a tax bill? 09/04/2024

Can I use a securities-based loan to pay off a tax bill? You're facing a not-insignificant tax bill and considering your options. You don't have available liquid assets to easily cover the tax owed, and you're reluctant to sell investment assets in your portfolio because you don't want to disrupt your overall investment strategy; you're also concerned abo...

Want your business to be the top-listed Accountant in Clearwater?
Click here to claim your Sponsored Listing.

Videos (show all)

Scottrade/Ameritrade Merger Deal: What happpens next?
How does the Tax Reform affect YOU?
David Bennett on SP Business Model
Seasons Greetings
About David Bennett, CFA, CFP
Robo Advisor
Investor Behavior
Parker Evans, CFA, CFP channels J.P. Morgan.
A Man's Got to Know his Limitations.

Address


611 Druid Road East, Suite 407
Clearwater, FL
33756

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Other Financial Planning in Clearwater (show all)
Clear Financial Co. Clear Financial Co.
611 Druid Road Suite 703
Clearwater, 33756

Clear Financial Debt Relief

Entitled To Excellence Entitled To Excellence
912 Drew Street Suite 102
Clearwater, 33755

Entitled To Excellence Helps Parents Plan For Success and Build Strong Financial Foundations.

David Cottrell, Westshore Financial Group David Cottrell, Westshore Financial Group
2641 McCormick Drive Suite 102
Clearwater, 33759

Organizing your financial world and simplify the planning process to help you achieve financial independence, not only for retirement but sooner. This process helps clients achieve...

Flaharty Asset Management Flaharty Asset Management
311 Park Place Boulevard , Suite 150
Clearwater, 33759

Flaharty Asset Management is your Fiduciary solution to investing and financial planning.

Ali El Sayed Ali El Sayed
73 N Park Place Boulevard Ste 101
Clearwater, 33759

Helping You Boss Your Retirement! ✅ | CERTIFIED FINANCIAL PLANNER™ - CFP® at Bankers Life

Amerity Financial Amerity Financial
13575 58th North
Clearwater, 33760

Insurety Retirement & Financial Planning Insurety Retirement & Financial Planning
13575 58th Street N Suite 261
Clearwater, 33760

Insurety Retirement & Financial Planning’s main philosophy is one of conservatism, innovation, and safety for our clients.

Hebeler Financial Hebeler Financial
28050 US Highway 19 North, Suite 208
Clearwater, 33761

Eterna Generational Planners Eterna Generational Planners
17757 US Highway 19 N, Ste 100
Clearwater, 33765

Retirement Resources Advisory Retirement Resources Advisory
2535 Landmark Drive, Ste 103
Clearwater, 33761

We specialize in Retirement Income Planning. Our planning objective is to provide a written blueprint with a goal of making you confident that you won't run out of lifestyle, befor...

George F. Cerwin III, CFP & President              GFC Financial Management George F. Cerwin III, CFP & President GFC Financial Management
Clearwater, 33759

GFC Financial Management helps our clients work toward their financial goals and plan for a secure r

Debt Relief consultant Debt Relief consultant
2100 NURSERY Road APT
Clearwater, 33764