The most effective financial strategy is not the same for every person. Your money goals are unique and your current financial status is too, as well as your fiscal future. Examining the strategies available to you with help from an experienced financial planner allows you to make effective plans for now and later. 5 of … Read more
Work-related stress is an issue that doesn’t affect just one industry. Some of the most high-paying jobs in the country can’t escape the issue of burnout. Specifically, physicians across the country have faced increased levels of burnout since the beginning of the pandemic. Last year 53 percent of physicians reported burnout according to a Medscape … Read more
With the wide variety of stocks in the market, figuring out which ones you may want to invest in can be a challenging task. Many investors feels its useful to have a system for finding stocks that might be worth buying, deciding what price to pay, and identifying when a stock should be sold. Bull … Read more
With the new year approaching, it’s good to know where the landscape of the U.S. healthcare system is in 2023. The influx of hedge funds purchasing hospitals left and right is changing the primary care structure. For example, the employment of physicians has increased by 19% over the last 3 years. Some argue the reasons … Read more
There is plenty to learn and understand in the financial world when it comes to managing personal wealth. You don’t have to do it all on your own. Working with an experienced financial advisor is always recommended, but it helps to have a foundation of terminology, so you are clear on the best ways to … Read more
At one time, the typical American family looked like this: a breadwinner father who commuted a short distance to work and earned a very good living, and a stay-at-home mother who took care of the kids and family home with aplomb. Life seemed easy and manageable, with plenty of time for family meals, parent relaxation, and important life lesson discussions, and little … Read more
WHAT IS IT? Caring for your aging parents is something you hope you can handle when the time comes, but something you probably hope you never have to do. Caring for your aging parents means helping them plan for the future, and this can be overwhelming, both physically and emotionally. When the time comes for you to … Read more
Parenthood can be both wonderfully rewarding and frighteningly challenging. Children give gifts only a parent can understand — from sticky-finger hugs to heartfelt pleas to tag along on Saturday morning errands. You raise them with a clear goal that you secretly dread will actually take place — that someday they will be grown, independent, and ready to move out on their … Read more
Core bond investors have experienced one of the worst starts to the year ever, potentially calling into question the validity of bonds in a portfolio. Despite the poor start, we don’t think the value proposition for bonds has changed much. Moreover, with yields on most fixed income markets moving sharply higher, now could be a good time to … Read more
Whether you’re single, paired, or somewhere in between, Valentine’s Day may present the perfect opportunity to show your bank account some love. Below are four tips and tricks to set you on the path toward becoming your own financial valentine. BE A GOAL-GETTER If it’s been a while since you’ve set any financial goals for … Read more
Tax planning can be advantageous when done during the year and well in advance of year’s end. Opportunities exist for you to mitigate tax liability, which may leave more income for you and/or your family. Generally, people put off tax planning because paying income taxes is an obligation. So, this “negative” view can cause frustration. It … Read more
We have used most of the superlatives we know to describe corporate America’s stunning performances over the past two earnings seasons. Despite lofty expections, results exceeded estimates by the biggest margins we’ve ever seen (and one of the authors of this report has been doing this for 23 years). We expect solid earnings gains during … Read more
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