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PFA Ponderings

It’s FAFSA season!

By | PFA Ponderings

October 1st is somewhat special here in New England.  Summer is officially done, leaves are changing, and some years (but not this one) we even have fall baseball! For those with college students, it’s also the beginning of FAFSA season. The Free Application for Federal Student Aid is now available…

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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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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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