Insights: Investment Management

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 […]

Vantage House Men’s Breakfast, JUL 28, 2016 | Macroeconomic Food for Thought

Chris Parr was invited to speak to an engaged and inquisitive group at Columbia’s Vantage House on the impact of Brexit and the global outlook for interest rates and the stock market.  One of the key points he made was that stock market values in the U.S. are inflated relative to economic value and that […]

Business Monthly: Stock Market Turbulence & 5 Steps to Weather the Storm

The increased stock market volatility experienced to date in 2016 has been driven by a global economic slowdown leading to increased fears of a recession in the U.S.  At this point, the U.S. economy does not appear likely to be on a path toward a recession in 2016. Contrary to the stock market turbulence, some […]

River Hill Magazine: Lifecycle Target Date Funds – A useful investment tool and not a one-stop shop

Lifecycle funds, also known as “target date” funds (TDF), are popular investment choices found in many company retirement plans.  They are also being marketed to individual investors through mutual funds as a single, one-stop investment solution.  Lifecycle funds have a simplistic concept which may not be such a bad idea.  The concept is that these […]

The Business Monthly – A Bond Market Bubble in the Making?

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?

River Hill Magazine: Stock Market Turmoil Presents Opportunities to Reap Tax Savings

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 […]

Turbulent Market Update from Parr Financial Solutions

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 […]