Insights: Investment Management

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.

Understanding Investment Risk: Impact of Individual Stocks

This article was originally published in River Hill Magazine. The fastest way to accumulate wealth is to buy the stock of the best company you can find, invest all of your available cash, and sit tight until you eventually need the money.  Most people do not follow this approach because they realize no one is […]

Business Monthly: Ten Common Investment Mistakes to Avoid

Taking Excessive Risk Many investors gravitate toward investments offering the highest potential returns while ignoring the associated risks.  If your investment loses 50% of its value during a bear market, it will take a gain of 100% just to return to break-even status.  The goal of a well-diversified, balanced portfolio is to reduce market risk […]

Financial Planning: the right target-date funds strategy for clients

Christopher Parr was quoted extensively in this article by Donald J. Korn on target-date funds strategy (or TDFs) in the September, 2016 issue of Financial Planning Magazine. Parr discusses two approaches advisers can take when using TDFs in client portfolios. “Some funds have a glide path to the date of retirement, gradually reducing exposure to stocks […]

River Hill Magazine: Five Common Investment Mistakes to Avoid

  Taking Excessive Risk Many investors gravitate toward investments offering the highest potential returns while ignoring the associated risks.  If your investment loses 50% of its value during a bear market, it will take a gain of 100% just to return to break-even status.  The goal of a well-diversified, balanced portfolio is to reduce market […]