ARTICLES
Asset Protection for Physicians: Your Information Hub
From HIPAA liability to malpractice claims, physicians have unique challenges to juggle. Added to factors…
Start Early to Leverage the Power of Compound Interest
Saving money at an early age is perhaps the simplest and one of the most…
Assessing Your Investment Risk Tolerance with Prospect Theory
Investors, including physicians, certainly understand that any type of investing involves risk – as does…
Asset Protection for Physicians: Your Information Hub
From HIPAA liability to malpractice claims, physicians have unique challenges to juggle. Added to factors…
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…
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…
Everything Physicians Need to Know About Life Insurance
Your career as a physician is full of major milestones that show you’re growing wiser,…
Should I Buy a Home or Rent?
The question of whether to purchase or rent a home is a hot topic within…
Achieving Financial Wellness: A Guide for Physicians
The term “wellness” has become increasingly popular in the general public at large, and within…
S or C Corporations?
When choosing a structure for any business, including a medical practice, you are really making…
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…
Asset Protection for Doctors: 3 Effective Strategies
Doctors like yourself invest countless years and resources into education and training to provide exceptional…
Investment Alternatives to Reduce Portfolio Risk
Most investors have concerns about the global economy. We are almost a decade removed from…
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…
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…
Don’t Outlive Your Money
Most investors, when considering their financial future, have a common concern – that they will…
Long-Term Care Planning
WHAT YOU NEED TO KNOW ABOUT THE RISKS & ROLE OF INSURANCE Concerns about long-term…
What You Should Know About the Biden Tax Proposals
With the Democrats controlling both houses of Congress, there is a likelihood that President Biden's…
How Much Are You Paying Your Financial Advisor?
A recent survey by Cerulli Associates and Phoenix Marketing International found that nearly two out…
Money Matters for the Newly Married
For many people, getting married is one of life’s highlights. This lifelong commitment is a…
Global Markets Rally Again: Third Quarter Key Takeaways