ARTICLES

Sequence of Returns Risk
As investors age, they should consider the reallocation of their assets into increasingly conservative investments…

Asset Protection for Doctors: 3 Effective Strategies
Doctors like yourself invest countless years and resources into education and training to provide exceptional…

Financial Planning for Physicians
If you're a medical practitioner, you probably know that physicians are among the highest-paid professionals…

The Importance of Asset Protection
Among the various types of liability that physicians may face, including employee claims, HIPAA violations,…

Are You Getting Adequately Paid for Your Cash?
Let’s start by getting to the point. You should call your bank and find out…

Consolidated Appropriations Act of 2023
The Consolidated Appropriations Act of 2023, enacted on December 29, 2022, includes the Secure 2.0…

6 Financial Actions to Take During Uncertain Times
During a volatile market environment like we find ourselves in today, or the steep market…

Bear Market Offers Opportunity for Roth IRA Conversions
In May 2022, after several months of volatility across all financial markets, the S&P 500…

Is a Recession on the Horizon?
The following is an update to an article we authored in October 2019, just a…

2 Investment Options: Upside Potential & Downside Protection
Faced with high inflation, potential interest rate hikes and a destabilizing international political environment, today’s…

The New and Expanded Employee Retention Credit
Nearly all taxpayers are looking for legitimate tools to reduce taxes. The Employee Retention Credit…

Financial Lessons Learned from the Pandemic
Now that we have reached Summer 2021, when over 150 million Americans have been vaccinated,…
S&P 500 Posts YTD Gains & Interest Rates Drift Higher