Phillip Edwards, www.phillipedwards.com

Financial Planning, Tax & Business Consulting

 

 

 

 

 

 

 

 Phillip M. Edwards, CFP®

 

 

 

Phillip M. Edwards at the floor of the New York Stock Exchange
 

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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HOT TOPIC: Low Volatility: Calm Before the Storm?

Several key factors have helped calm the U.S. stock markets, but consider the potential for future volatility.

Insuring Your College Student

Before leaving for college, be sure your student has his/her insurance needs (medical, auto, personal property) addressed.

Bracing for Higher Rates

Bond laddering is a time-tested strategy that can help manage interest rate risk.

ETFs or Mutual Funds: What's the Difference?

The differences between ETFs and mutual funds, with an emphasis on the potential cost and risk factors of ETFs.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck