ARTICLES
The Importance of Asset Protection: Malpractice Lawsuits
Among the various types of liability that physicians may face, including employee claims, HIPAA violations,…
Asset Protection for Doctors: 3 Effective Strategies
Doctors like yourself invest countless years and resources into education and training to provide exceptional…
How Much Are You Paying Your Financial Advisor?
A recent survey by Cerulli Associates and Phoenix Marketing International found that nearly two out…
How to Choose an Investment Advisor? Three Mistakes to Avoid
Over the last few years, many investors have re-examined not only their investment assumptions, but…
Financial Planning for Physicians
You probably already know that physicians are among the highest-paid professionals in the US. However,…
The Beginner’s Guide to Tax Planning for Doctors
When you’re a high-income earner with lots of expenses, like a doctor, tax season is…
Yield Curve Inversions Explained
“Yield curve inversion” has been in the news lately. You may be wondering exactly what…
Maximizing the Two-Fold Benefits of Your Charitable Donations
At year-end, many consider donations to charities but are not quite sure of the best…
What You Need To Know if You May Inherit an IRA
As baby boomers age into their 70’s and 80’s, it is estimated that over $84…
Sequence of Returns Risk
As investors age, they should consider the reallocation of their assets into increasingly conservative investments…
Start Early to Leverage the Power of Compound Interest
Saving money at an early age is perhaps the simplest and one of the most…
Tax Diversification & Other Tax Tactics for Physicians
While your investments matter, one way to counter the uncertainty of financial planning is to…
Have High-Interest Rates Accurately Predicted a Market Correction or Recession?
Many investors have recently been asking their advisors, “Is a recession coming?” This question is…
Is a Recession on the Horizon?
The following is an update to an article we authored in October 2019, just a…
Everything Physicians Need to Know About Life Insurance
Your career as a physician is full of major milestones that show you’re growing wiser,…
Financial Lessons Learned from the Pandemic
Now that we have reached Summer 2021, when over 150 million Americans have been vaccinated,…
Achieving Financial Wellness: A Guide for Physicians
The term “wellness” has become increasingly popular in the general public at large, and within…
Assessing Your Investment Risk Tolerance with Prospect Theory
Investors, including physicians, certainly understand that any type of investing involves risk – as does…
Asset Protection for Physicians: Your Information Hub
From HIPAA liability to malpractice claims, physicians have unique challenges to juggle. Added to factors…
2024 Market Recap