ARTICLES
Tariff Uncertainty Causes Markets to Give Up Mid-February Gains
The S&P 500 notched a new all-time high in mid-February but quickly gave up those…
Four Common Investment Mistakes and How to Avoid Them
Investing is challenging and the task has become increasingly difficult as our access to information…
Beyond the Magnificent 7
After a strong 2024, the U.S. stock market kicked off 2025 in rocky fashion but…
LCOL, HCOL, and More: Understanding Low to Very High Cost of Living for Retirement Planning
You might not have realized it, but planning for retirement often requires adjusting to an…
Potential 2025 Tax Law Changes
As we begin 2025 with a new President and a Republican majority in both houses…
Why Are Bonds Losing Money?
WHAT ACTIONS SHOULD I TAKE? The Bloomberg U.S. Aggregate Bond Index experienced its worst-performing quarter…
Money Milestones: Starting a Family
Major life events often trigger important questions about money and can significantly impact long-term financial…
Financial Planning for Physicians
You probably already know that physicians are among the highest-paid professionals in the US. However,…
A Doctor’s Guide to Asset Protection Trusts
Trusts are becoming increasingly popular parts of estate planning. But there’s a difference between the…
Asset Protection for Physicians: Your Information Hub
From HIPAA liability to malpractice claims, physicians have unique challenges to juggle. Added to factors…
The Beginner’s Guide to Permanent Life Insurance for Physicians
Part of securing your finances as a physician is to plan for your family’s future…
The Physician’s Guide to Life Insurance Retirement Plans
Saving for retirement looks a bit different when you’re a physician. Finding a life insurance…
Reduce Your Tax Liability with a Mega Backdoor Roth IRA
As recently as this week, there are tax proposals in Congress which, if passed, would…
Inflation and Your Investments
Inflation is a popular topic in the financial media this spring. This short article is…
Tax-Loss Harvesting
As we approach year end, many investors inquire about ways to reduce their tax obligations…
The Importance of Asset Protection: Malpractice Lawsuits
Among the various types of liability that physicians may face, including employee claims, HIPAA violations,…
Sequence of Returns Risk
As investors age, they should consider the reallocation of their assets into increasingly conservative investments…
How to Protect Your Home and Home Equity From Liability
The family home (and its equity) is often one of the most valuable assets you…
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…
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…
Estate Planning Essentials for All Ages
Estate planning is an important aspect of wealth management that should be addressed early in…
Tariff Uncertainty Causes Markets to Give Up Mid-February Gains