Peter Eickelberg, Author at Financial Poise

All Articles by Peter Eickelberg

Understanding your Financial Advisor’s Biases

September 20, 2017 /
Columns • Investors /
By Peter Eickelberg

Tags: Financial Management, Financial Services, Investing, Personal Finance & Investment,

Bias is Bias, for You and for Them The past several decades have produced countless articles on the topic of “behavioral finance.” But what exactly is behavioral finance? This little-known field examines how people make decisions with their money. It identifies things like patterns of incorrect thinking and predictable mistakes. Most authors writing about behavioral […]

tax-efficient portfolio investing client

Tax-Efficient Portfolio Management: Tips and Tricks for Investors

May 16, 2017 /
Investors /
By Peter Eickelberg

Tags: Accounting, Audit, & Tax, Estate Planning & Asset Protection, Financial Management, Strategic Planning,

Fiduciaries must also offer a careful review of the probable tax impact of any investment strategy — without a tax-efficient focus, their work remains incomplete.

Peter Eickelberg currently serves as a Managing Director and Chief Compliance Officer of Alpha Fiduciary, a $600 million+ investment advisor based in Phoenix, AZ. Prior to this position, he led the investment department for a large cross-border wealth management firm that specialized in Canadian migrants, and before that he was a broker with a highly-ranked national discount brokerage firm. This varied background has given Peter a broad perspective on private wealth management.

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