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.
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?
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
Surprise is the best way to summarize 2016. We had many surprises throughout the year. As we talk about surprise who could forget Ralph Kramden of the Honeymooners walking into his apartment in anticipation of a surprise party for him grabbing his chest and saying ”Oh what a surprise” only to find out there was … Continue reading Oh What a Surprise!
Surprise is the best way to summarize 2016. We had many surprises throughout the year. As we talk about surprise, who could forget Ralph Kramden of the Honeymooners walking into his apartment in anticipation of a surprise party for him grabbing his chest and saying ”Oh what a surprise” only to find out there … Continue reading Oh What a Surprise
A quote from the TV show “The West Wing”. “This guy’s walking down the street when he falls into a hole. The walls are so steep that he can’t get out. A doctor passes by and the guy shouts up ‘Hey you. Can you help me out?’ The doctor writes a prescription, throws it … Continue reading What To Do Now?
We have had the worst start in the US stock market to the year since 1928. It all started from China where they experienced the worst start ever in their market. One of the issues in China was their circuit breakers. They installed circuit breakers (market closes with a 5% loss) into their market … Continue reading It’s been a Long Year This Week…
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
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
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