Peter Christman

Peter Christman is the co-founder of the Exit Planning Institute and sought-after speaker, author, former corporate executive, and founder of The Christman Group. After beginning his career in investment banking, Peter Christman was introduced to family business ownership where he developed a deep understanding of the industry.    

Has Diversification Gone out of Style?

Fat ties, bellbottoms and pocket squares go in and out of style over the years. Clean-shaven could be the look for a time, followed by beards of all different shapes and sizes. Short skirts, long dresses, mini skirts, pants will fill the stores and take their turn as the style of the moment. The constant: … Continue reading Has Diversification Gone out of Style?

10 Important Ingredients to Financial Success

Financial planning, much like a good recipe, can only be truly successful when it is customized to your tastes. However, the omission of key components or ingredients can lead to less-than-optimal results. These key financial tactics will help support your overall financial strategy and your desired long-term outcome. Live within your means. “Budget” might be … Continue reading 10 Important Ingredients to Financial Success

Major Changes to Social Security

Last week the House and Senate approved a budget legislation that will end two popular Social Security claiming strategies: “filing for a restricted claim of spousal benefit” and “file and suspend”.  The trustees of the Social Security System finances predicted that in this year’s annual report they will run out of money by 2034.  According … Continue reading Major Changes to Social Security

Past Surprises and Looking Ahead

  Isis penetrating through the Middle East.  Russia invading Ukraine.  Oil prices sinking to the lowest levels since 2009.  Europe showing signs of recession.  In spite of these surprises, the US stock market rose to new all-time highs last year.  It is said that the market climbs the wall of worry.  Well the world has … Continue reading Past Surprises and Looking Ahead

It’s Greek to Me

      This metaphor traces back to the Shakespearian play, Julius Caeser, when a conspirator quizzically ask about Cicero’s attitude towards Caeser’s bizarre new regal behavior. Going into Sunday’s referendum, Prime Minister of Greece, Alexis Tsipras, in a call for patriotism appealed to his citizens to vote no. The consensus from the news stories … Continue reading It’s Greek to Me