Phillip James Financial
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Phillip James Financial
Investing with Purpose
Transaction cost best Practices
Investment ManagementPhillip R. ChristensonSeptember 20, 2017investing, investing tips, investing best practices
July 2014 Stock And Bond Index Returns
Stock Market Index ReturnPhillip R. ChristensonSeptember 20, 2017indexes, stock market indexes
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.

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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. 

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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.

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