Successful Portfolios, Clearwater, FL Videos

Videos by Successful Portfolios in Clearwater. Independent SEC Registered Investment Advisor led by Parker Evans, CFA, CFP, and Joe Baer, APMA.

Other Successful Portfolios videos

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.