Peter Philipp, CFA, CFP

Peter Philipp, CFA, CFP, a financial adviser who manages the San Francisco office of Newport Advisory. He specializes in employee benefits and investment management for businesses and individuals. He also is an instructor in wealth management at University of California, Berkeley.

Retirement Accounts

Leaving a Job? How to Decide If Your 401(k) Should Go, Too

Over the course of a career, Americans change jobs more than 10 times, on average, staying in each job just…

Retirement Accounts

New Rules for Tax-Free 401(k) Earnings

A little-noticed feature of the fiscal cliff tax deal could benefit many employees who have traditional 401(k) retirement plans. The…

Retirement Accounts

Sneaky Fees Can Reduce Your 401(k) by 10%—But These New Rules Will Help You Fix That

Employee retirement plans have drawbacks as well as advantages. Several new rules from two departments of the federal government—Labor and…