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
In our latest addition to the series, Brad talks about one of the biggest transitions for residents and fellow physicians – your living situation! Whether it’s to buy or rent a home, how much home you can (responsibly) afford, how it affects cash-flow and your other plans, and the biggie – exploring the use of physician … Read more
This is one of the most sorrowful and rewarding ways we’ve been able to help clients over the years. It’s incredibly agonizing to see longtime clients and friends mourning the loss of a beloved spouse or parent, – but so gratifying to be able to take these stresses off their hearts and minds while they … Read more
We get SO MANY questions from resident and fellow physicians on this topic. Med school is expensive! So if you’re not one of the lucky ones to graduate without student loan debt, here’s a little breakdown from Brad: There are two types of student loans most physicians & dentists have beginning their careers: public and … Read more
Know Your Mutual Funds Almost 100 million Americans, representing about 44% of U.S. households owned mutual funds in 2018. Saving for retirement was the primary goal for 73% of investors; other goals included saving for college or a house, building an emergency fund, or providing current income.1 Mutual funds offer a convenient way to participate … Read more
Resident & Fellow Transition Series – Week 1 In this video, Brad, our very own resident specialist, speaks about the different levels of disability insurance that are important for physicians finishing their residency and fellowship. Brad also discusses why you should look into supplementing your employer level disability insurance with an own-occupation policy. Another hot … Read more
Many investors may be inclined to review their portfolios only when markets hit a rough patch, but careful planning is essential in all economic climates. So whether the markets are up or down, periodically reviewing your portfolio with your financial professional can be an excellent way to keep your investments on track, and midway through … Read more
Roth IRAs Are Still Available for High Income Earners Physicians cannot contribute to Roth IRAs? They make too much money, RIGHT? WRONG! While it’s true that most physicians, other than through their employer-sponsored retirement plan, cannot contribute directly to an individual ROTH IRA, there is another way… HOW? You can do this through a process … Read more
As human beings, we feel – we have emotions. Being an effective investor, therefore, requires that we understand how our emotions can affect our decision-making about money, especially during volatile times. In fact, researchers analyze this correlation between emotions and investment decisions in an area now referred to as “Behavioral Finance” research. In the markets, … Read more
6 Ways Smart Doctors Build Wealth If you want to get started on a plan for your financial future or would like to hear a second opinion on your current financial strategy – we’re here to help. The opinions voiced in this material are for general information only and are not intended to provide specific advice … Read more
In this video blog, Dan discusses some of the vehicles available to help save for educational expenses. Specifically, interesting and practical features of 529 plans that can be an integral part of creative planning solutions for clients of all ages – even for grandparents looking for tax-advantaged gifting alternatives.
In this video, Dan discusses why estate planning is critical for EVERYONE, not just the ultra-wealthy. There are many creative strategies and objectives to consider with regards to protecting and distributing your assets – but most importantly, estate planning can save your loved ones from the additional grief and burden this emotionally complex task can … Read more
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