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Phillip James Financial
Investing with Purpose
Phillip James Financial Featured in Online Trading Academy Article

We have been featured in an Article about the virtual currency BitCoin on Online Trading Academy's website.  It looks like we are in good company.  If you scroll down on the page you will see Former Politician Ron Paul and National Economist John C. Edmunds quoted in the same article!

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Phillip R. ChristensonSeptember 14, 2017
Broker versus Fiduciary - Butchers versus Dietitians

I have never seen a better explanation of the Fiduciary Model of Financial planning as compared to the traditional broker/dealer model.  

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FiduciaryPhillip R. ChristensonSeptember 14, 2017financial planning, Wealth Management, Fee-only, fiduciary financial advisor
The sad story of the Behavior Gap

Investors, have you heard of the Behavior Gap?  This is a huge problem that not even your financial planner is immune to.

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Phillip R. ChristensonSeptember 13, 2017DALBAR Study, Indexing, Behavior Gap
Active Versus Passive - Even During Recessions Passive Wins.

One of the arguments proponents of active management use is that active managers are better able to react to downturns.  Well, it looks like this may not be the case, based on a recent study which looks at 20 years of mutual fund returns.

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Investment ManagementPhillip R. ChristensonSeptember 13, 2017Phillip James Financialactive management, passive management, investing, indexes, investment managment
Fee-Only Makes A Difference

Phillip James Financial is not your traditional financial planner.  This is because of our compensation structure, called “Fee-Only.”  This fee is based on the percentage of assets that we manage for you.

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Fee-Only Financial AdvicePhillip R. ChristensonSeptember 6, 2017Phillip James FinancialHow are financial advisors paid?, fee-only vs broker dealer, fiduciary financial advisor, commission based vs fee only advisors, fee-based planning
The Definitive Guide To Using Bonds In Your Portfolio

Equities are the hero of the day. The stock market surge, sparked by the presidential election, has won the hearts of investors. In the meantime, bonds have been left in the shadows.

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Phillip R. ChristensonAugust 22, 2017Phillip James Financialhow to use bonds, bonds and portfolio diversification, how financial advisors use bonds, how to use bonds for cash flow needs, portfolio allocation
Investor Behavioral Biases

Today we have another article in from the Financial Advisor Blog Sharing Group. This group is made up of other like-minded financial advisors from around the country.

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Behavioral FinancePhillip R. ChristensonAugust 14, 2017Phillip James Financialinvestor emotions, investor mistakes, behavioral finance, behavioral biases, cognitive investor issues
Fee-Only Versus Fee-Based – Conflicts Of Interest And The Fiduciary Standard

Financial planners can be paid in multiple ways, hourly fees, on-going management fees, or through commissions earned by selling products.

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Fee-Only Financial AdvicePhillip R. ChristensonAugust 14, 2017Phillip James FinancialFee-only, fee-only financial advisors, fee-based planning, plymouth fee-only advisors
Welcome To Our New Website

Welcome!

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Phillip R. ChristensonSeptember 1, 2013
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Plymouth Minnesota Fee-Only Financial Advisors

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Phillip James Financial
3675 Plymouth Boulevard Suite 110,
Plymouth, MN, 55446,
United States
(763) 432 0852 info@phillipjamesfinancial.com
Hours
Mon 8am to 5pm
Tue 8am to 5pm
Wed 8am to 5pm
Thu 8am to 5pm
Fri 8am to 5pm

Office Hours

Monday : 8am–5pm
Tuesday : 8am–5pm
Wednesday : 8am–5pm
Thursday : 8am–5pm
Friday : 8am–5pm

Location

3675 Plymouth Boulevard Suite 110 Plymouth, MN 55446

Email, Phone & Fax

info@phillipjamesfinancial.com
(p) 763-432-0852
(f) 763-390-0023

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