Volatility gives us a great opportunity to buy things on sale – just ask Warren Buffet…that is – if you can keep your emotions in check! In this video, Sam and Dan talk about recent volatility in the stock market and how both growth and value investors can leverage the fluctuations in portfolio construction. Check … Read more
Historically low mortgage interest rates and rising home values are just a couple of reasons why investors may be drawn to real estate investing. Not only does real estate have the potential to provide a steady income stream, but it can help diversify an investment portfolio and act as a hedge against inflation. If you … Read more
Focused on Physicians: Asset Preservation Part 3: Trusts Asset Protection: About the Series Don’t be an unnecessary target! You’ve made a huge investment in your education and training, and your “deep doctor pockets” already make you a bulls-eye. Are you doing all you can to protect your interests….and ASSets? This three-parter takes a look at … Read more
April 16, 2019 was an important day for many of us. But do you know why? It was Tax Freedom Day — the day when the average American theoretically earned enough to pay his or her tax obligations for the year. According to the Tax Foundation, Americans will pay $3.4 billion in federal taxes in … Read more
Right out the gate, you can see how confusing Medicare can be! Many people feel that you must sign up for Medicare when you turn 65 (even though you are still working or your spouse is, etc.). One of the many myths that we work to combat on a daily basis! Let’s back things up … Read more
Just like a piece of bologna, you’re sandwiched between two big pieces of smushy, white bread – your children, and your parents. Even as your career and earnings are peaking and you’re finally beginning to look towards retirement, those generational obligations sneak up. Most parents want to help their children with college expenses, and do, … Read more
If you were unpleasantly surprised by the amount of tax you owed or the amount of your tax refund when you filed your 2018 tax return, it may be time to check your withholding. It may also be time if there are changes in your life or financial situation that affect your tax liability. Things … Read more
In the final installment of our Resident & Fellow physicians series, we have a number of thoughts about approaching job offers and new employment contracts. Though it goes without saying, where you work is pretty important – but it’s not just about the salary. 66% of resident physicians have reported more than 50 job offers … Read more
Taxpayers are required to pay most of their tax obligation during the year by having tax withheld from their paychecks or pension payments, or by making estimated tax payments. Estimated tax is the primary method used to pay tax on income that isn’t subject to withholding. This typically includes income from self-employment, interest, dividends, and … Read more
If you’re interested in learning more about how we use analysis to construct a portfolio or how current market conditions affect our positioning – check out our recent video with Sam & Steve How is a stock priced? We were recently asked by a client how we make stock selections or decide to move forward … Read more
Investing in foreign stocks provides access to a world of opportunities outside the United States, which may help boost returns and manage risk in your portfolio. However, it’s important to understand the unique risk/return characteristics of foreign investments before sending a portion of your money overseas. Reasons to go abroad: Here are some of the … Read more
In our AdvisorTalk series, we come together to discuss different investing and planning topics conversationally. In this edition, Steve and Sam discuss portfolio construction. There’s a lot of strategies out there about how to evaluate whether or not a company or position is a worthwhile investment. Though you need greater context to ultimately determine if … Read more
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