ARTICLES
ADDITIONAL CONTENT
Fed Policy, Strong Earnings, and Shifting Momentum
Investors are navigating a demanding environment, where forces are pulling in opposite directions. Equity markets…
Understanding Your Index Funds
ALL INDEX FUNDS ARE NOT CREATED EQUALLY The popularity of index funds has exploded over…
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…
An Expert’s Guide to Choosing a Wealth Management Firm
Managing your wealth is an ongoing process that begins when you decide to take strategic…
The Importance of Asset Protection: Malpractice Lawsuits
Among the various types of liability that physicians may face, including employee claims, HIPAA violations,…
Tax Diversification & Other Tax Tactics for Physicians
While your investments matter, one way to counter the uncertainty of financial planning is to…
Tax-Loss Harvesting
As we approach year end, many investors inquire about ways to reduce their tax obligations…
Understanding Bonds: Do They Belong in Your Portfolio?
Despite their importance in a diversified investment strategy, bonds remain one of the most misunderstood…
Asset Protection for Physicians: Your Information Hub
From HIPAA liability to malpractice claims, physicians have unique challenges to juggle. Added to factors…
From Piggy Banks to Portfolios
TEACHING YOUR CHILDREN TO MASTER MONEY As children grow and progress through formal education, they…
Potential 2025 Tax Law Changes
As we begin 2025 with a new President and a Republican majority in both houses…
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…
Sell in May and Go Away: Is it a Sensible Strategy for You?
Spring has arrived, which means you will hear the phrase “Sell in May and Go…
Why Your Long-Term Financial Plan Must Be Flexible
The Greek philosopher Heraclitus is quoted as saying “the only constant in life is change.”…
Achieving Financial Wellness: A Guide for Physicians
The term “wellness” has become increasingly popular in the general public at large, and within…
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…
Money Milestones: Starting a Family
Major life events often trigger important questions about money and can significantly impact long-term financial…
Retiring Well for Today’s Physician
How does a physician “retire well”? That answer, unsurprisingly, has been changing over time. Historically,…
Tax Diversification
Investors often hear the phrase “don’t put all your eggs in one basket,” and interpret…
The Beginner’s Guide to Permanent Life Insurance for Physicians
Part of securing your finances as a physician is to plan for your family’s future…
A Doctor’s Guide to Asset Protection Trusts
Trusts are becoming increasingly popular parts of estate planning. But there’s a difference between the…
Fed Policy, Strong Earnings, and Shifting Momentum