Erik Christman

"The only thing new in the world is the history you don’t know."

You read that correctly.  The IRS is finally doing something to slightly improve the tax burden on retirees.

You may have heard that volatility has returned to the stock market.

I hope this letter finds you and your family healthy and happy as we begin the new year.

Inflation on the Rise

Want to know if you're dealing with an honest investment advisor?  Ask them this one simple question:  "Where do you think the market is going?"

In the article Setting Your Investment Policy we established that stocks are a proven tool for funding long-term retirement goals, and that they are inherently volatile.  These realities should be documented between a client and their advisor in a...

Year to date the S&P 500 has set new record highs 53 times.  While the market has cooled a bit of late, it's still up more than 18% for the year.  At this point some experts are predicting continued strong gains, while others suggest the market is...