March was a month of Mixed Markets. The US Large Cap Asset classes performed very well while the majority of International Stocks declined across the board.

InvestmentsPhillip R. ChristensonSeptember 19, 2017indexes, tax index, stock market indexes

Use this Strategy to protect yourself during the next Bear Market

Whether you have realized it or not we have officially been in a Bull Market for the last 5 years now.

Are Financial Advisor and Investment Management Fees Deductible?

As you may or may not know, in addition to financial planning and investment management we also prepare taxes.

Back Door Roth Conversion Strategy - Part II

High Net Worth StrategyPhillip R. ChristensonSeptember 19, 2017back door roth, Roth IRA, tax deferred, tax planning

Back Door Roth Conversion Strategy

High Net Worth StrategyPhillip R. ChristensonSeptember 19, 2017back door roth, Roth IRA, Pre Tax Contribution, IRA's

Financial Advisor Checklist - A new Resource

Well now, what have we here? A 16 point checklist for your financial advisor! We have gone through and found 16 important points which can be used to perform due diligence on any financial advisor or investment manager.

February 2014 Index Returns

It's amazing how much can change from one month to the next. The stock market turned around from a terrible January and then some.

Best 529 Plan for Minnesota Residents

There is a lot of good information on the internet these days about 529 plans. These tax free college savings accounts are administered by each State and can vary in terms of features, restrictions, incentives, and investments.

Why does Fee-Only make a difference?

We say it all the time but why exactly does "Fee-Only Make a Difference" mean?Well, it mostly has to do with the compensation structure, called “Fee-Only,” and how it compares to "Traditional" commission based financial planners. It’s this unique way in which Fee-Only financial advisors are paid that allows them to be objective in their advice and avoid conflicts of interest.