Certified Financial Planner & Chartered Financial Analyst

About Peter Philipp, CFA, CFP®

Peter Philipp specializes in employee benefits and investment management for businesses and individuals. In 1993, he helped launch the world’s first target-date funds, a concept which has become the cornerstone of today’s 401(k) plans. Peter holds both the Chartered Financial Analyst designation and the CERTIFIED FINANCIAL PLANNER™ certification, an elite distinction since less than half of 1% of all financial advisors are “dually‐certified.”

Roth IRAs vs Traditional IRAs

Roth IRA vs Traditional IRA

The abbreviation “IRA” stands for Individual Retirement Account and it allows people to save for their future retirement needs. If you have earned income, you can make IRA contributions up to certain limits set by the IRS.    IRAs can be a great tax-advantaged method for you to put money away for the future.  There are two main types of […]

Understanding Investment Risk

investment risk

Risk is a term used in investing to signify the potential for gains or losses in a particular investment. It is common belief among investors that a greater return on investment can be achieved the higher the investment risk. The key to minimizing risk and making gains in investment may be contained in a well-managed […]

European Union Brings Anxiety to Wall Street

European Union

Eurozone debt issues aren’t going away – in fact, it may be several years before the crisis ebbs. Here in May, we have a new development: leaders in Greece and France have been voted out of office, with the risk of jeopardizing the agreed-upon Greek bailout, the close alliance between Eurozone economic powerhouses France and […]

Five Benefits of Creating a Budget

budgeting

Creating a budget might be one of the best things you do in taking control of your finances and living a life free of the powers of money. It’s time to stop letting money control you; it’s time for you to control your money and enjoy the benefits of creating a budget. 1. Stop Living […]

How Much Money Do You Need to Retire?

retirement planning

“Work all you can while you are young and have a nice retirement”. This statement may have been engrained in our minds from a young age. In taking this statement seriously, many of us have already begun a retirement financial plan, but how much do you have to save? There are three main areas to […]


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