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Jeffrey A. Harrell, CFA (retired)

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Jeff is a retired Wealth Advisor and former Director of Portfolio Management at McGill Advisors. Jeff graduated from California State University at Sacramento with a degree in Business Administration (Finance Concentration). He formerly worked at London Pacific Advisors as a research analyst. Jeff obtained his Chartered Financial Analyst designation in 2003. He is still a member of the CFA Institute and the CFA North Carolina Society.

Blog Post by Jeffrey A. Harrell, CFA (retired)

Jeffrey A. Harrell, CFA (retired) Nov 10, 2021 3:09:01 PM < 1 min read

Could the Stock Market Crash? While It May Not Happen Immediately Here’s How to Prepare

Don’t let emotional decisions drive your financial planning. Use these strategies instead ...
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Jeffrey A. Harrell, CFA (retired) May 14, 2021 1:47:00 PM 5 min read

WILL RISING INTEREST RATES SINK MY BOND INVESTMENTS? (PART 2)

Last month we began the discussion on how a change in interest rates will affect your ...
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Jeffrey A. Harrell, CFA (retired) Mar 11, 2021 2:19:00 PM 5 min read

WILL RISING INTEREST RATES SINK MY BOND INVESTMENTS? (PART 1)

Interest rates have been on the rise lately causing many investors to become increasingly ...
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Jeffrey A. Harrell, CFA (retired) Feb 18, 2021 4:43:00 PM 6 min read

STOP TRYING TO TIME THE MARKET

There is perhaps no more widely used phrase in the investment world than…you can’t time ...
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Jeffrey A. Harrell, CFA (retired) Feb 17, 2021 2:56:00 PM 6 min read

STOP TRYING TO TIME THE MARKET

There is perhaps no more widely used phrase in the investment world than…you can’t time ...
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Jeffrey A. Harrell, CFA (retired) Dec 16, 2020 3:56:00 PM < 1 min read

SEARCHING FOR YIELD? MAKING A CASE FOR HIGH-YIELD BONDS

Curious about adding high-yield bonds to your portfolio? This asset class might deserve a ...
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Jeffrey A. Harrell, CFA (retired) Oct 13, 2020 4:54:00 PM 6 min read

CAN STOP-LOSS ORDERS SAVE ME FROM THE NEXT BEAR MARKET?

After every major stock market decline, a handful of investors will start asking ...
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Jeffrey A. Harrell, CFA (retired) Sep 11, 2020 10:21:00 AM 8 min read

Should I Invest In technology stocks?

They’re back!!
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Jeffrey A. Harrell, CFA (retired) Aug 17, 2020 4:32:00 PM 7 min read

ELECTION 2020..WHAT IS AN INVESTOR TO DO?

With the U.S. election less than three months away, investors have begun bracing ...
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