News & Insights
Our 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.
Bonds can be used to diversify portfolios, reduce risk in volatile stock market. But not when interest rates rise fast. Bond market bubble in the making?
Stock Market Turmoil This has been a challenging year for stock market investors. Year-to-date through the quarter ending September 30, 2015, the total U.S. stock market was down over 6% and emerging market stocks were down over 17%! The challenges stem from a myriad of problems centered on the global impact of slowing economic growth […]
Stock market volatility this week was largely driven by fears of the impact to global markets from an economic slowdown in China. The Chinese economy is in the early stages of shifting from being manufacturing and exporting dependent to a consumer and service driven economy. This triggered the first stock market correction since 2011. A correction […]
The beginning of a new school year is a good time to think about planning ahead for the costs of college for your children. Five key variables to consider in your analysis are: time horizon, cost assumptions, available resources, account structure, and investment strategy. A previous article, published for the October 2014 issue of Living at […]
Christopher Parr was quoted in a second article on social security withdrawal planning by Donald Jay Korn in Financial Planning Magazine. This one focuses on when to claim at 70; “Waiting until 70 generally is preferred, when feasible, because Social Security benefits currently increase by approximately 8% per year for every year deferred,” says Christopher Parr, […]
Christopher Parr was quoted in this Financial Planning Magazine article by Donald Jay Korn on social security withdrawal planning. Korn writes: Christopher Parr, CEO and President of Parr Financial Solutions, a fee-only wealth management firm in Columbia, Md., asserts that starting at 62 can be a good choice when cash flow is deficient and supplementary […]
The first article in this series defined the concept of a shoebox portfolio. The second article focused on how to organize your account information. Our topic for this month is how to analyze the portfolio. The first step in the portfolio analysis process is to develop a customized investment policy statement. The statement should take […]
The first article in this series (February, 2015) defined the concept of a shoebox portfolio, identified the various effortless ways that a shoebox portfolio can be cultivated, and pointed out the pitfalls and consequences of neglecting a thorough portfolio review on a periodic basis. This article focuses on how to address the problems of a shoebox […]
The title of this article is an investment take on the concept of clients presenting accountants with shoeboxes full of miscellaneous “stuff” at tax time. The accountants are then given the mandate to “make order out of chaos” by sifting through the rubble and miraculously pulling the necessary tax information together in a cohesive manner. In […]
Financial Gifts Can Provide Lasting Value to Recipients—and Save You Cash Christopher Parr was mentioned in this Wall Street Journal article by finance writer Liz Moyer on financial gift tax exemptions. “Erwin Freed says he and his wife, Carolyn, opened 529 college-savings plans for their three grandchildren four years ago with the help of their financial […]