All Posts By

James Bradley

InsurancePFA Ponderings
December 11, 2020

How much life insurance is enough?

“Fun is like life insurance:  The older you get, the more it costs”. Life insurance is contrastingly both easily understood and the object of much misunderstanding.  The basic premise is simple:  If you die and have a life insurance policy, the insurance company will give money to your survivors.  Used…
Market Commentary
November 5, 2020

Market Commentary | November 2020 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…
PFA Ponderings
July 31, 2020

2020 – “Gap Years” and 529 Plans

Gap years have always been an option considered by students leaving high school – and for a lot of reasons.  2020 marks a year when the list of reasons may be growing substantially.  A sudden change in the number of high school graduates who are reluctant to jump into college…