ARTICLES
Understanding Bonds: Do They Belong in Your Portfolio?
Despite their importance in a diversified investment strategy, bonds remain one of the most misunderstood…
April Market Volatility, Tariff Talks, and Fed Policy Fuel Recession Question
For the month of April, the S&P 500 ended down just under 1%, masking wild…
Everything Physicians Need to Know About the LLC Asset Protection Strategy
Even the best, most careful doctors can find themselves at the wrong end of a…
Six Tools to Help You Achieve Your Retirement Goals
It is not surprising that achieving a financially secure retirement is a leading financial goal…
Investing as a Doctor: 5 Tips for Beginners
As a doctor, you dedicate your life to caring for others and positively impacting their…
Financial Planning for Physicians
You probably already know that physicians are among the highest-paid professionals in the US. However,…
Tax Diversification
Investors often hear the phrase “don’t put all your eggs in one basket,” and interpret…
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…
The Physician’s Guide to Life Insurance Retirement Plans
Saving for retirement looks a bit different when you’re a physician. Finding a life insurance…
Potential 2025 Tax Law Changes
As we begin 2025 with a new President and a Republican majority in both houses…
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…
The Importance of Asset Protection: Malpractice Lawsuits
Among the various types of liability that physicians may face, including employee claims, HIPAA violations,…
Asset Protection for Physicians: Your Information Hub
From HIPAA liability to malpractice claims, physicians have unique challenges to juggle. Added to factors…
Everything Physicians Need to Know About Life Insurance
Your career as a physician is full of major milestones that show you’re growing wiser,…
Money Milestones: Starting a Family
Major life events often trigger important questions about money and can significantly impact long-term financial…
Are You Getting Adequately Paid for Your Cash?
Let’s start by getting to the point. You should call your bank and find out…
Assessing Your Investment Risk Tolerance with Prospect Theory
Investors, including physicians, certainly understand that any type of investing involves risk – as does…
Money Matters for the Newly Married
For many people, getting married is one of life’s highlights. This lifelong commitment is a…
Tax-Loss Harvesting
As we approach year end, many investors inquire about ways to reduce their tax obligations…
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…
April Market Volatility, Tariff Talks, and Fed Policy Fuel Recession Question