All Posts By

James Bradley

Market Commentary | January 2021

By Market Commentary

  Summary Market Review  2020 was a year of tremendous change and disruption.  The year started with a SARS-like virus, first detected while spreading in China, being diagnosed in the US in January.   February saw rapid movement in the virus taking hold, and featured political intrigue, with the impeachment of…

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2020 Year in Review

By PFA Ponderings

2020 Year in Review For at least six years now, Craig and I have been alternating the responsibility of writing up our “year in review.” Somehow, I drew the short straw, and got stuck with 2020. Just my luck. I get to review the year that everyone’s trying to blot…

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FinTech: A “Peek under our Hood”

By PFA Ponderings

If you’re not familiar with the term ‘FinTech’, you probably will be at some point soon.  Financial technology (that’s what FinTech means) has progressed massively since the year 2000, and will likely continue to grow exponentially in capability and scope.  Online banking, digital transactions, robo-advisors and cryptocurrencies are all significant…

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Market Commentary | November 2020

By Market Commentary

James Bradley & Sam Chaplin discuss the current investment climate in the wake of the US Presidential election, Coronavirus and earnings season.  You can watch the video above or read the commentary below. Market Review July kicked off the third quarter with a bang as stocks surged throughout much of…

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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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