Losing a spouse is an emotional experience and, whether you like it or not, this major life change is a financial matter too. Big decisions need to be made right after the loss when your heart is broken, and big decisions need to be made later when your mind is clearer but still not complete. … Read more
The word “portfolio” has many meanings, and it can be applied to a person’s estate planning choices. If you don’t have estate planning essentials in your name, now is the moment to invest in the careful collection and naming of your assets and personal directives. Now is the time to build a new portfolio. Common … Read more
Financial experts use a variety of fee structures when charging clients for financial planning services. Knowing the services and time commitment that are important to you and knowing what’s available from each unique professional or group is necessary, so you are fully aware of your compensation obligations. You might be surprised about some of the … Read more
There are multiple reasons physicians consider going into private practice. Everyone has their own story of why, but when making a life-altering decision you must think of all the aspects of the business. The first step is to decide what type of medical practice you want to operate. The responsibility of the practice differentiates depending … Read more
It is never too early to plan for what’s ahead. While gainfully employed young professionals might simply be happy to have enough income to live, wear, and do what they want without feeling pinched like they did when they were in school, considering all that’s to come in life will make a positive difference on … Read more
Artificial intelligence will change the health care system soon. According to a grand view research study global artificial intelligence in health care market was at 15.4 billion last year. The study points out that the market for AI is supposed to grow at rate of 37.5 percent to 188 billion dollars. This industry will have … Read more
It wasn’t so long ago that many investors regarded dividends as roughly the financial equivalent of a record turntable at a gathering of MP3 users — a throwback to an earlier era, irrelevant to the real action. But fast-forward a few years, and things look a little different. Since 2003, when the top federal income … Read more
Medical professionals go through their career in stages – intern to resident to fellowship and, for some, starting a practice. There are many directions for a medical career to take, but no matter where you end up in your field, financial security is always a critical consideration. It’s a relief to have a premier financial … Read more
Firm Transactions Private equity firms have taken a large stake in the U.S health care system in recent years with acquisitions of hundreds of hospitals in the country. These buyouts have reached record highs in recent years, in 2017 alone there were 440 transactions valued at 52 billion. The following year that record would be … Read more
At the risk of sounding cliché, making the case for stocks to stage a second half rally back to the prior highs requires investors to see through some heavy cloud cover. If you prefer another market cliché, it’s times like these when investors need a crystal ball. We fully acknowledge how tough it is to see the … Read more
Not all recessions are created equal. Previous downturns in the U.S. were prompted by various shocks, with the most recent recession started by health and government-induced shutdowns. Other recessions started in the corporate sector, whereas some started from commodity shocks. The next one could start from geopolitical tensions. Nonetheless, we think the current business and consumer environments are safe … Read more
The Federal Reserve (Fed) meets this week and in all likelihood will raise short-term interest rates for the first time since emergency levels of monetary accommodation were provided to markets after the COVID-19 shutdowns. Inflationary pressures are running higher than the central bankers are comfortable with, but the conflict in Eastern Europe adds to the uncertain path of policy … Read more
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