News & Insights

Our most recent quarterly investment management commentaries and interim investment strategy updates are not posted to our web site. Please Contact Us if you are interested in our thoughts and would like to be added to our distribution list.

Investment Review & Commentary 2020 Q3

Parr Financial’s 3rd Quarter Investment Review covering Benchmark Performance, and Market Recap/Outlook. Click link to read the full report.

Investment Review & Commentary 2020 Q2

Quarterly Investment Review for 2020 Q2 including Benchmark Performance, Market Recap/Outlook. Click link for to read full review & commentary

New York Times – Stock Market Turmoil Took Toll on 529 College Accounts

    Christopher Parr was quoted in an article on 529 College Savings Accounts by Ann Carrns in The New York Times Money Advisor section.  The piece examined the toll the virus-induced stock market turmoil has taken on 529 college savings plans heavily weighted in stocks. Christopher Parr, a financial planner in Columbia, Md., suggests […]

Investment Review & Commentary 2020 Q1

Highlights of Quarterly Investment Review for 2020 Q1 including Benchmark Performance, Market Recap/Outlook. Click link for to read full review & commentary

Investment Review & Commentary 2019 Q4

Highlights of Quarterly Investment Review for 2019 Q4 including Benchmark Performance, Market Recap/Outlook. Click link for to read full review & commentary

Investment Review & Commentary 2019 Q3

Highlights of Parr Financial Services Quarterly Investment Review for 2019 Q3 including Benchmark Performance, Market Recap, Market Outlook, Investment Strategy and more. Click the link to read full review & commentary.

Investment Review & Commentary 2019 Q2

Highlights of Quarterly Investment Review for 2019 Q2 including Benchmark Performance, Market Recap/Outlook. Click link for to read full review & commentary

Investment Review & Commentary 2019 Q1

Highlights of Quarterly Investment Review for 2019 Q1 including Benchmark Performance, Market Recap/Outlook with a link to read full review & commentary

Investment Review & Commentary 2018 Q4

The following presents highlights of our Investment Review & Commentary 2018 Q4 developed in-house by our firm with a link to read the full report.

When Does A Revocable Living Trust Make Sense?

A Revocable Living Trust (RLT) is one of the most misunderstood tools in estate planning. The RLT is sometimes over-hyped by aggressive estate planning seminar marketeers targeting senior citizens. It is important to emphasize that not all seminars on estate planning and revocable living trusts are hype. The best estate planning attorneys objectively explain when […]