David Christian of newly formed Cable Hill Partners was named to the Barron's 2014 Top Advisor Rankings*. In Oregon he was ranked 12th.
Financial advisors David Christian, Jeffrey Krum and Brian Hefele, Registered Senior Client Associates Kendra Biller and Amanda Peters and Client Service Associate Melissa Rennie all joined Cable Hill Partners from the Portland, Oregon office of Merrill Lynch. The three advisors collectively advise on more than $700 million in client assets.
Barron's 2014 Top Advisor Ranking
*Barron’s Top 1,200 Advisors used quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Advisors in the Top 1,200 Financial Advisors have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance record, interviews with senior management, and philanthropic work. Investment performance is not a criterion. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The firm did not pay a fee to Barron’s in exchange for these ratings. These ratings are not indicative of the firm’s future performance.
On the subject
Leveraging the Power of a Cash Balance Plan
Owners of dental and medical practices share a unique set of circumstances when it comes to saving for retirement. While a practice may generate consistent income, much of this income can be devoured by debt payments on practice loans, building loans, and student loans.
Mega Backdoor Roth
You may have heard this bizarre sounding term "Mega backdoor Roth" pop up in financial articles or amongst conversations with colleagues which seems more related to furniture than finance. We’re here to break it down. We’ll start with what’s a “Roth,” then what does “backdoor” mean, and how much is “mega.”