Fee Only Fiduciary Advisor Blog

Mid-Year Tax Planning Guide

taxesPhillip R. ChristensonSeptember 20, 2017tax updates, Tax Planning, Tax Strategy, Mid-Year Tax Strategy, Tax Return

Wedding Planning & Financial Planning Guide - Just Released!

Financial PlanningPhillip R. ChristensonSeptember 20, 2017wedding finance, saving for a wedding, wedding finance tips, financing a wedding, financial planning, financial planning for wedding, wedding planning, financial planning for newlyweds

ETF Popularity Continues to Increase - Three companies control over 80% of the market

InvestmentsPhillip R. ChristensonSeptember 20, 2017ETFs, Mutual Funds, top etf providers, best ETFs

Three Reasons why "Buy and Hold" is not the best Investment Strategy

InvestmentsPhillip R. ChristensonSeptember 20, 2017passive management, buy & hold, active management

June 2014 Stock and Bond Index Returns

Stock Market Index ReturnPhillip R. ChristensonSeptember 20, 2017indexes, stock market indexes

High Net Worth Withdrawal Strategies

High Net Worth StrategyPhillip R. ChristensonSeptember 20, 2017withdrawal stratigies, high net worth, retirement accounts

May 2014 Stock and Bond Index Returns

Stock Market Index ReturnPhillip R. ChristensonSeptember 19, 2017stock returns, bond performance, stock market performance, indexes, stock market indexes

What's the catch with No-Fee Exchange Traded Funds (ETFs)

InvestingsPhillip R. ChristensonSeptember 19, 2017ETFs, NTF Funds, ETF Strategy, top etfs, low cost investing, best investment funds, best ETFs

Non-Traded REITS = Bad Investment - A candid conversation

Real EstatePhillip R. ChristensonSeptember 19, 2017real estate tips, REITs, real estate investments, real estate investing, real estate

Bigger Property Tax Refunds for Minnesotans - Tax Law Change

taxesPhillip R. ChristensonSeptember 19, 2017tax law changes, mn tax, minnesota taxes, mn tax law

What to look for in a REALTOR®

Real EstatePhillip R. ChristensonSeptember 19, 2017real estate investing, real estate tips

Is the Stock market overvalued - Finally a definitive answer

Ignoring Headline, Ignoring HeadlinesPhillip R. ChristensonSeptember 19, 2017stock Market overvalued, Bold Stock Market Prediction, Stock Market Bubble, how to invest, should i invest

April 2014 Stock and Bond Index Returns

Stock Market Index ReturnPhillip R. ChristensonSeptember 19, 2017indexes, stock market indexes, stock returns

8 Questions to ask yourself before investing.

InvestmentsPhillip R. ChristensonSeptember 19, 2017investing, investment management, investment plan, mn investment planning

Should I sell my Rental Property?

Real EstatePhillip R. ChristensonSeptember 19, 2017real estate investing, should I sell my rental, financial planning, financial mistakes, financial help

March 2014 Index Returns

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.

Bond InvestingPhillip R. ChristensonSeptember 19, 2017bear market, bonds, bond strategy, bear market strategy, bear market protection

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.

taxesPhillip R. ChristensonSeptember 19, 2017advisors fees, tax deduction, tax planning, tax strategies, tax tips, fee only financial planning

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