Your Money: Same-sex marriage boom n
June 23, 2016 Christopher Street Financial Managing Partner Jen Hatch stressed the importance of making LGBT clients feel like they will not face rejection, especially in rural areas where there is not as much acceptance.
Zen and the Art of 401(k) Maintenanc
August 5, 2016 Here’s how to get better returns in your retirement account: Pay as little attention to it as possible.
Gallup Poll: A Record Number of Amer
January 12, 2017 More Americans than ever — especially millennials — say they're part of the LGBT community, according to a new report.
Financial Planners Play Therapist to
November 22, 2016 Financial Planners Play Therapist to Paralyzed Liberals | Hot stocks, frozen investors: the despondent Democrat's guide to Trump and money.
Winning over Clients and Employees w
September 15, 2015 The webpage for Jennifer Hatch, the firm’s president and managing partner, states, “She believes that it is CSF’s duty to be both an activist and major donor in the LGBT (lesbian, gay, bisexual, and transgender) community.”
Same-sex Couples Face the Music: Fi
June 26, 2015 Reuters spoke with three experts in LGBT financial planning to find out the implications of the Supreme Court decision. "I wish I could say marriage makes it easy, but it doesn't," says Jennifer Hatch, president and managing partner of Christopher Street Financial...
Marriage equality accounts for bigge
September 23, 2013 Until there is gay marriage in every country in the world, partner protection will remain an issue in the LGBT sector looking at a lot of financial services advertising, you might think that everyone still lives in a nuclear family with 2.2 kids and a dog called Spot. They do not....
New Etiquette of Same Sex Marriag
Special Issue, 2013 Finally, it’s legal. Experts and recently married (or engaged) couples talk rules.
As gay rights expand, so does the ne
June 26, 2014 With changes to state and federal laws, LGBT couples are confused about financial strategies.
My Big Gay Tax Return
September 26, 2013 In 2010, Salandra’s boss, Christopher Street Financial founder Jennifer Hatch, married her partner, Susanne Smith, a high-end realtor. They had been together for 19 years, during which Hatch advised thousands of clients on all the strategies to get around—or benefit from—the fact that gay unions weren’t recognized in the tax code.
Married Gay Couples Find Equality Ta
March 21, 2014 Some are losing deductions, while others face the alternative minimum tax. "There has been a surprise for every couple, and it's been more detrimental to our clients than positive," said Jennifer Hatch, principal at Christopher Street Financial, an advisory firm with around $325 million in New York City that has served gay clients for the past three decades.
The Talk of the Town
April 23, 2012 Talk story about Christopher Street Financial and how the Marriage Equality Act has affected the gay accounting community.
Should We or Shouldn't We?
March 28, 2014 “I get accused all the time of having the most unromantic conversations,” admits Jennifer Hatch, managing partner of Christopher Street Financial, a New York-based money management firm for the LGBT community. In all, Christopher Street manages $300 million worth of wealth across 300 households. With her firm’s client list—some of the nation’s wealthiest same-sex couples—in front of her, Hatch is surprised by how many have married.
Supreme Court Rulings Imminent in Ca
June 22, 2015 High court set to decide legality of same-sex marriage and health care subsidies.
Wealth Advisers to Frantic Republica
November 10, 2012 (Reuters) - Jennifer Hatch, president of Christopher Street Financial, a firm that specializes in financial planning for gay clients, said they are energized by the election outcome. But she has reassuring news for advisers whose clients are distressed.
Advisors Bolster Same-Sex Estate, Ta
May 30th, 2013 Many same-sex couples want to change their tax and estate plans to keep pace with increasing state recognition of same-sex marriage and possible changes in federal tax rules for gay couples.
For NY Gay Couples, Tying the Knot T
May 24, 2012 In New York, which approved gay marriage in 2011, adviser Jennifer Hatch sees many same-sex couples interested in how marriage will affect their estate-tax status. She is president of Christopher Street Financial, an investment-advisory firm that specializes in working with gay and lesbian clients.