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
08/09/2026
Are You Saving Enough for Retirement? Why Many in Their 20s and 30s Fall Short of Savings Goals How much should you really have saved by your 30s and 40s? Most workers save less than the recommended 15% for retirement, and the gap often starts early. Raising contributions in your 20s or 30s gives your money more years to grow. Debt, retirement plan loans, and cash-outs after job changes can ma...
08/09/2026
Customer Experience Is a Different Game Now. Most Companies Are Still Playing the Old One. The businesses seeing the greatest ROI from customer experience tend to share this one characteristic.
08/09/2026
How Increased Life Expectancy Impacts Retirement Planning and Longevity Risk What’s changed about life expectancy—and why It matters
08/08/2026
Trade Roundup: New Tariff Actions and Rates This alert explains newly implemented and upcoming tariffs and their potential economic impact.
08/08/2026
The truth about blushing: why we do it, how we can resist it – and why it’s actually good for us Humans are the only animals whose faces redden with embarrassment. Should we see that as an affliction, or as a blessing?
08/08/2026
The Cost Of Weather Is Reshaping How Americans Choose Where To Relocate Weather is reshaping how Americans choose where to relocate as insurance costs, flood risk, resilience, and the cost of homeownership influence relocation decisions.
08/07/2026
How to Start ‘the Talk’ With Aging Parents Most families avoid detailed conversations about aging, housing and care, even though they’re crucial
08/07/2026
You Could One Day Stream Disney Movies for Free. Here’s Why. It's all part of the media giant's new streaming strategy.
08/07/2026
Five Charts That Show Why the U.S. and Japan Teamed Up to Buy Yen Japan is worried about inflation, while the U.S. doesn’t want Tokyo to sell Treasurys
08/06/2026
AI Images Are Everywhere. Here’s What They Do to Our Brains, and What We Can Do. Tips for navigating a feed full of machine-made content.
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