Chris Spencer

Chris Spencer Welcome to the new age of protection where you have the ability to apply

After advising high-net-worth clients and sophisticated institutional investors for over 25+ years, I founded Neoni Wealth Management, an independent boutique wealth planning firm.

Here’s to a wonderful 2023! We hope you find great success in the upcoming year. This is your year!
01/03/2023

Here’s to a wonderful 2023! We hope you find great success in the upcoming year. This is your year!

Confidence is lowering among consumers, and it doesn’t look like that will change in the short run. Learn how consumer c...
12/20/2022

Confidence is lowering among consumers, and it doesn’t look like that will change in the short run. Learn how consumer confidence is determined.

Americans remain worried about high prices, as the costs of food and energy reached their highest levels since July.

Rolling over your 401(k) may not be on your mind when you start a new job. Read more on how to find your past 401(k) pla...
12/15/2022

Rolling over your 401(k) may not be on your mind when you start a new job. Read more on how to find your past 401(k) plans.

Try these strategies to track down a 401(k) plan with a previous employer.

Penn Mutual has maintained its dividend scale for 2023. This continues the company’s long track record of delivering val...
12/06/2022

Penn Mutual has maintained its dividend scale for 2023. This continues the company’s long track record of delivering value to policyholders with its dividend action history being one of the strongest and most consistent in the industry.

Help ensure your clients’ retirement income keeps pace with rising costs. Penn Mutual’s annuity products can help. Conta...
11/22/2022

Help ensure your clients’ retirement income keeps pace with rising costs. Penn Mutual’s annuity products can help. Contact me to learn more.

While inflation is slowing, grocery store visits cost more now than they did this time last year. Take a look at what gr...
11/21/2022

While inflation is slowing, grocery store visits cost more now than they did this time last year. Take a look at what grocery store staples are rising in price and which ones are getting cheaper.

Food is still getting more expensive, but at a slower pace than earlier this year.

Last week brought a promising Consumer Price Index (CPI) report but bad news for cryptocurrency. Read more about numbers...
11/17/2022

Last week brought a promising Consumer Price Index (CPI) report but bad news for cryptocurrency. Read more about numbers and what we’re waiting to see this week.

Penn Mutual Asset Management is committed to serving the institutional marketplace by offering fixed income investment solutions and client-focused services

We’re nearing the end of the year, a time to plan for tax season and look at how you can reduce your tax exposure. Check...
11/08/2022

We’re nearing the end of the year, a time to plan for tax season and look at how you can reduce your tax exposure. Check out some of these strategies to keep in mind.

The year's end is a great time to explore opportunities to reduce tax exposure now and strategize to minimize income taxes in the future.

Our new survivorship IUL product can help meet your clients’ accumulation and estate strategy needs — all in one policy....
11/03/2022

Our new survivorship IUL product can help meet your clients’ accumulation and estate strategy needs — all in one policy. Contact me for more information.

Life insurance can do more than help pay off debts. Let’s talk about some discussions you should be having with your fam...
11/02/2022

Life insurance can do more than help pay off debts. Let’s talk about some discussions you should be having with your family to make sure your coverage is meeting everyone’s needs.
Source: 2022 Insurance Barometer Study, LIMRA

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With inflation on the rise, it’s important to have a retirement strategy that can help offset the impact of rising costs...
10/31/2022

With inflation on the rise, it’s important to have a retirement strategy that can help offset the impact of rising costs. Let’s talk about it.

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Florham Park, NJ
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