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Parker Evans

CFP®, CFA®, CMT®
Personal Finance, Retirement, Investing
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“Parker Evans, CFA, CFP is founder of Successful Portfolios LLC, an SEC Registered Investment Advisor Firm.”
Firm:

Successful Portfolios LLC

Job Title:

President and Chief Investment Strategist

Biography:

Parker Evans, CFA, CFP founded Successful Portfolios in February 2010. He is a licensed Investment Advisor Representative with 30 years of professional experience. His wealth management credentials include Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Chartered Market Technician (CMT).  Successful Portfolios helps individuals and families plan and manage personalized investment portfolios at leading online brokerages, including Charles Schwab, TD Ameritrade, and Interactive Brokers.

Education:

BA, Economics, Eckerd College
MBA, Finance, Nova Southeastern University

Assets Under Management:

$170 million

CRD Number:

722995

Disclaimer:

Successful Portfolios Form ADV Part 2 Brochure is available on the SEC Investment Advisor Disclosure website:  www.adviserinfo.sec.gov, Firm CRD# 152429.

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    Debt, Financial Planning, Investing, 401(k), Real Estate
What should I do with an extra $2,500 monthly cash?
100% of people found this answer helpful

I suggest you consider opening and funding a nonqualified investment account at a reputable online broker.  Charles Schwab, Interactive Brokers, and TD Ameritrade are good choices. Also, consider engaging an independent advisor at one of these brokers.

At 3.7%, assuming that's a fixed rate mortgage, I think it makes sense to pay off your mortgage as scheduled and not prepay.  Also, from a diversification perspective, I believe it's a good idea to not put all your eggs in one basket, i.e., qualified retirement accounts. The future is uncertain regarding tax rates and your need for pre-retirement liquidity.

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What else can I do to continue wisely investing during my 20s?
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