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Markets Reach New Highs Amid Tariff and Fed Uncertainty
July was an eventful month for markets, as investors balanced encouraging economic data with uncertainty.…
The Beginner’s Guide to Investing for Doctors
You know the difference between “diverticulitis” and “diverticulosis.” You can react instantly and calmly when…
Key Tax Provisions of the OBBBA
WHAT PHYSICIANS NEED TO KNOW Sweeping tax legislation known as the One Big Beautiful Bill…
The 5 Questions to Ask a Financial Advisor Before You Hire Them
Hiring a financial advisor to handle your investments isn’t something to take lightly. The person…
15 Costly IRA Mistakes and How to Avoid Them
Individual Retirement Accounts (IRAs) are essential tools for retirement planning, offering tax advantages that can…
Tariffs, Tech, and Treasury Yields
In the second quarter of 2025, global markets faced a complex mix of encouraging economic…
Money Matters for the Newly Married
For many people, getting married is one of life’s highlights. This lifelong commitment is a…
What You Need To Know if You May Inherit an IRA
As baby boomers age into their 70’s and 80’s, it is estimated that over $84…
Cash Balance Plans in 2025
Most high-income professionals, including physicians, are on the lookout for ways to reduce taxes, protect…
Six Tools to Help You Achieve Your Retirement Goals
It is not surprising that achieving a financially secure retirement is a leading financial goal…
Financial Planning for Physicians
You probably already know that physicians are among the highest-paid professionals in the US. However,…
Start Early to Leverage the Power of Compound Interest
Saving money at an early age is perhaps the simplest and one of the most…
Time in the Market: More Important than Timing the Market
Most U.S. stock indices are at all-time highs, but what does that mean for your…
LCOL, HCOL, and More: Understanding Low to Very High Cost of Living for Retirement Planning
You might not have realized it, but planning for retirement often requires adjusting to an…
A Doctor’s Guide to Asset Protection Trusts
Trusts are becoming increasingly popular parts of estate planning. But there’s a difference between the…
Tax Diversification & Other Tax Tactics for Physicians
While your investments matter, one way to counter the uncertainty of financial planning is to…
How to Choose an Investment Advisor? Three Mistakes to Avoid
Over the last few years, many investors have re-examined not only their investment assumptions, but…
Estate Planning Essentials for All Ages
Estate planning is an important aspect of wealth management that should be addressed early in…
The Importance of Asset Protection: Malpractice Lawsuits
Among the various types of liability that physicians may face, including employee claims, HIPAA violations,…
Are You Taking Advantage of Two Everyday Tax-Favored Assets?
Like everyone we have ever worked with, you likely want to reduce your taxes as…
The Pros and Cons of HSAs for Physicians
You’ve probably heard about them in your employee benefit package. Your patients may ask if…
Tax-Loss Harvesting
As we approach year end, many investors inquire about ways to reduce their tax obligations…
Markets Reach New Highs Amid Tariff and Fed Uncertainty