All Posts By

James Bradley

The Secret Life of Munis

By | PFA Ponderings

Even though Municipal Bonds are an age-old part of boring fixed-income investing, they are exotic-sounding enough that I think they earn a blog post all their own. What are they? Like with most bonds, Munis are debt instruments.   They are issued by (you guessed it) Municipalities, including states, cities, and…

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What’s in a designation?

By | PFA Ponderings

Over the last few weeks, PFA has been able to celebrate a couple of great strides in professional development.  Pardon me while I boast unapologetically. Sam Chaplin, our portfolio administrator successfully passed the Level I exam of the Chartered Financial Analyst designation.  Actually, ‘successfully passed’ is a bit of an…

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The Best 6 Tips for Summer Spending

By | PFA Ponderings

This week’s PFA Ponderings was written by guest blogger Magdalena Johndrow, MSc, CFS®, a Financial Advisor with Johndrow Wealth Management.  The original blog publication can be found HERE.  Summer is finally here! This means campfires, beach days, and vacation travel. But this also means higher gas prices, costly summer camps,…

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