Author: Jeff Christian

Greetings! I hope this finds you well and enjoying life. Here we are again at a high point in the cycle of economic uncertainty. I say in the cycle because economic uncertainty is cyclical like stocks are cyclical, bond prices are cyclical, real estate is cyclical and pretty much any asset…

Greetings! I hope that this finds you well and enjoying life.  I received a couple of calls last week from clients that were concerned about the effect that the war in Ukraine will have on our markets. Obviously there will be repercussions for markets worldwide, as there is anytime we experience global uncertainty. …

Greetings! I hope and trust that this finds you well and enjoying life. You don’t want to pay more in federal income tax than you have to. With that in mind, here are five things to consider when it comes to keeping more of your income. By deferring (postponing) income…

Greetings! I hope and trust that this finds you well and enjoying life. Often overlooked in our retirement plans (and our working years, for that matter) is what I like to call a “rainy day fund” for emergencies. Most people don’t have one. That can be a problem for many Gen…

Greetings. I trust that this will find you well and enjoying life! In retirement managing taxes, in other words getting every possible tax break that you can based on your circumstances, can be as important as effectively managing your portfolio. Are you working with a good tax preparer and tax advisor…

Greetings! I hope that this finds you well and enjoying life.  I’m sure that we share the same feelings about the situation in Ukraine… what a travesty! The greatest man- made disaster of our lifetimes is the way I try to give some context to it. So much deplorable offense…

Greetings! I hope that this finds you well and enjoying life.  I received a couple of calls last week from clients that were concerned about the effect that the war in Ukraine will have on our markets. Obviously there will be repercussions for markets worldwide, as there is anytime we experience global uncertainty. …

Greetings! I hope and trust that this finds you well and enjoying life. You don’t want to pay more in federal income tax than you have to. With that in mind, here are five things to consider when it comes to keeping more of your income. By deferring (postponing) income…

Greetings! I hope and trust that this finds you well and enjoying life. Often overlooked in our retirement plans (and our working years, for that matter) is what I like to call a “rainy day fund” for emergencies. Most people don’t have one. That can be a problem for many Gen…

Greetings. I trust that this will find you well and enjoying life! In retirement managing taxes, in other words getting every possible tax break that you can based on your circumstances, can be as important as effectively managing your portfolio. Are you working with a good tax preparer and tax advisor…