ARTICLES
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…
Tax Diversification
It is not surprising that the top financial goals of physicians and other high-net-worth investors…
Why Are Bonds Losing Money?
WHAT ACTIONS SHOULD I TAKE? The Bloomberg U.S. Aggregate Bond Index experienced its worst-performing quarter…
Everything Physicians Need to Know About Life Insurance
Your career as a physician is full of major milestones that show you’re growing wiser,…
Financial Planning for Physicians
You probably already know that physicians are among the highest-paid professionals in the US. However,…
The Starter Guide to Doctor Benefits: 401(k)s and Much More
Competitive benefits are necessary to attract top talent, and employers in the medical field understand…
Asset Protection for Physicians: Your Information Hub
From HIPAA liability to malpractice claims, physicians have unique challenges to juggle. Added to factors…
Asset Protection for Doctors: 3 Effective Strategies
Doctors like yourself invest countless years and resources into education and training to provide exceptional…
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…
Financial Lessons Learned from the Pandemic
Now that we have reached Summer 2021, when over 150 million Americans have been vaccinated,…
Tax-Loss Harvesting
As we approach year end, many investors inquire about ways to reduce their tax obligations…
The Importance of Asset Protection: Malpractice Lawsuits
Among the various types of liability that physicians may face, including employee claims, HIPAA violations,…
How Much Are You Paying Your Financial Advisor?
A recent survey by Cerulli Associates and Phoenix Marketing International found that nearly two out…
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…
Tax Diversification & Other Tax Tactics for Physicians
While your investments matter, one way to counter the uncertainty of financial planning is to…
Federal Reserve Rate Cutting Cycle
After an historic rate hike cycle that was the fastest on record and largest in…

Maximizing the Two-Fold Benefits of Your Charitable Donations
At year-end, many consider donations to charities but are not quite sure of the best…
Estate Planning Essentials for All Ages
Estate planning is an important aspect of wealth management that should be addressed early in…
Sequence of Returns Risk
As investors age, they should consider the reallocation of their assets into increasingly conservative investments…
How to Protect Your Home and Home Equity From Liability
The family home (and its equity) is often one of the most valuable assets you…
2024 Market Recap