No one likes to pay taxes. That’s a given. So, we are always looking for opportunities to help clients manage their tax bill. Making smart financial decisions is a critical part of our process at Christopher Street Financial.

There’s an updated client portal for Christopher Street Financial Clients: SEI Connect. This simple interface is intuitive to use and provides clients with direct access to real-time account information.

Kara Murphy leads a growing team of investment professionals who provide market insights and analysis to that supplement our own thinking at Christopher Street Financial. Kara took the time to answer a few questions for us to learn more about her.

At Christopher Street Financial we are asked regularly about the potential fate of marriage equality. With the current dismantling of so many government structures, it seems like a reasonable question to ask. We surveyed the opinions of legal scholars to find out.

Seth Rivers recently joined Christopher Street Financial as a Senior Financial Advisor. He comes to us with over 14 years of experience in the industry. We wanted to introduce him to you with questions that may not come up in the usual client meeting.

In periods when there is so much going on in the world, there is usually an increase in financial scams and cybersecurity threats. In this blog, Christopher Street Financial shares tips on how to protect yourself