Brown Becomes Partner at Cox Capital Management

It is with great pleasure to announce that effective January 1, 2020, Ethan Brown is now a Partner at Cox Capital Management. Brown joined the firm over five years ago. He completed an MBA from UMass Lowell with a specialization in finance. Brown brings a host of analytical abilities to the firm. Moreover, he has played a key role in CCM’s strong investment performance over the past few years. With Brown in place, CCM has effectively started a multi-generational succession strategy. This will ensure that all clients will continue to receive top quality investment management and financial planning for years to come. “I couldn’t be happier to have Ethan as a Partner at the firm,” said CCM founder Bill Cox. “He has been a great asset and is well-liked by all clients. This milestone event proves that we are committed to building a top-quality firm that is future-ready.”

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The Golden Rule of Investing: Avoid Losses!


Photo by Michael Longmire on Unsplash

For those that like to dabble in investing as a hobby, you know the feeling when something is too good to be true. You’ve probably lost money at some point in your life on a speculative investment – the “hot stock” of the day or the latest Tech IPO that’s supposed to revolutionize the world. As professionals at Cox Capital who deal with investments everyday, we’ve seen it all and can offer this simple piece of advice to ensure long-term success – DON’T LOSE MONEY! It sounds simple, but believe us when we say that this is absolutely the holy grail of investment principles! Avoiding losses is the polar opposite of what you see advertised by brokers and the mutual fund firms these days (especially in the midst of major bull markets).

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Cox Capital Management Hosts Informational Medicare Event in Andover

Navigating the Medicare Maze.

Last week Cox Capital Management hosted an informational Medicare event at Salvatore’s Restaurant for clients in the greater-Andover area. The seminar was part of a larger “Client Education Series” that Cox Capital has been periodically putting on for the past couple years. Topics have ranged from generational planning to social security to long-term care insurance. In each instance, CCM brings in an independent, outside expert on a particular subject matter with the sole goal of informing and providing a resource for current clients. With many folks approaching medicare-eligible age, it was the perfect time to bring in Peter Stoner from Stoner & Co. to present this complicated and often misunderstood topic.

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The Investment Broker Price War – Our Take!


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Our custodian, Fidelity Investments, recently announced that they will be eliminating trading commissions on all equity trades. This is good news for our clients, because this will save them a little money – but at the end of the day, the new no-commission world is not a game-changer for larger accounts. Smaller accounts will benefit, however. As an Andover, MA based portfolio manager specializing in assembling actively managed investment accounts, the new no-commission world will now allow us to offer expert money management for smaller accounts. Most managers thumb their noses at these opportunities!

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