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Jason Lilly

Personal Finance, Retirement, Investing
“With over two decades of experience in investment and wealth management experience, Jason Lilly, CFA and CFP®, is Managing Director of Wealth Management Services at Cape Cod Five.”

Cape Cod Five

Job Title:

Managing Director of Wealth Management Services


Prior to joining Cape Cod Five, Jason Lilly was Senior Vice President and Director of Portfolio Management for the Investment Management Group at Rockland Trust. Jason was responsible for the portfolio management team, which, as a group, managed over $2.8 billion for individuals, families, institutions, non-profits, endowments and municipalities. In addition, Jason was co-manager for the Morningstar 5-star rated Bright Rock Quality Large Cap Fund (BQLCX, five year through Feb., 2016), 4-star Bright Rock Mid-Cap Growth Fund (BQMIX, three yr. through Feb., 2016) and lead manager on the Income Builder High Dividend strategy. Prior to Rockland Trust, Jason worked at The Vanguard Group in their high net worth advisory division.

Jason received his undergraduate degree in resource economics from the University of Massachusetts, Amherst and his M.B.A. from Arizona State University. Jason is also a Chartered Financial Analyst (CFA) as well as a Certified Financial Planner (CFP®). Jason belongs to the Financial Planning Association (FPA) and the CFA Institute. Widely quoted in the media, Jason is regularly interviewed on investment topics for television, print and radio, including CNBC, Bloomberg, FOX, NBC, PBS, NECN, Wall Street Journal, Investment News, Boston Globe, Investor Business Daily, New York Times, WRKO, Bloomberg radio, WXTK and Boston.com.


MBA, Finance, Arizona State University

Assets Under Management:

$1 billion

CRD Number:



Opinions expressed by Mr. Lilly should not be considered specific investment advice.  Please consult with your financial adviser for recommendations based on your specific circumstance.

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December 2016
    Long-Term Care Insurance, Senior Care
September 2017
    Financial Planning, Personal Finance, Retirement

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    Bonds / Fixed Income
How do bonds affect the money supply?
50% of people found this answer helpful

This might be an easier way to think about the effect of bond purchases on money supply:

When an investor buys a bond, they exchange cash for a stream of interest payments and a return of their cash (principal) at some point in the future. If the investor buys a bond from the government (say the Fed), the Fed gets the cash and the investor gets the bond. If that cash was sitting at the local bank, the bank no longer has the ability to lend against that cash, it has been removed from circulation (assuming the Fed sits on it). So, an investor buying a bond reduces the money supply.  

The reverse would have an opposite effect. Lets say a bank sells some of their treasury bonds to the Fed. The Fed gives the bank cash, increasing the banks supply, which they can use for loans or other investments.  

I hope that helps.

December 2016
    Financial Planning, Real Estate
What is the best option to refinance my home?
25% of people found this answer helpful
September 2016
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Is it possible to over-diversify my portfolio?
20% of people found this answer helpful
February 2017
    Debt, Real Estate
Will my mortgage increase due to the Fed interest rate hike?
0% of people found this answer helpful
December 2016
    Debt, Retirement, 401(k)
Should I rid my debt prior to retirement?
0% of people found this answer helpful
January 2017