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
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
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