Physician's Money Digest
Tom Orecchio, CFA, CFP, ChFC, CLU, AIF
Tom Orecchio examines the principles of wealth management and financial planning-from portfolio and tax management to alternative investments and estate planning-to help physicians achieve financial success.
Physician's Wealth Manager - Page 5
Retirement Plan for Doctors: Solo 401(k)s
Aug 30, 2011
These days, the menu of qualified retirement plans is vast, and it may be difficult to understand which plan makes the most sense for your unique set of circumstances. For doctors and other solo practitioners, the solo 401(k), also known as the individual 401(k), may be an appropriate option.
403(b) Plans: Participate or Not?
Jun 30, 2011
403(b) plans aren't simply an equivalent to 401(k) plans and you might decide that participate in your company's 403(b) is not for you.
My Summer Reading List
Jun 01, 2011
Memorial Day Weekend marks the unofficial beginning of summer so I thought for this next posting, it would be fun to share a few books that are on my own summer reading list this year.
Diversifying Your Portfolio, Even in “Good Times”
Apr 21, 2011
The economy performed solidly in the first quarter and early quarterly earnings results have been better-than-expected. Even in more optimistic times such as these, however, it’s critical to make sure that your portfolio has a clear investment strategy and is adequately diversified. Individual investors may also want to take a closer look at alternative assets to protect the downside during times of extreme volatility.
Understanding Your Portfolio’s Exposure to Japan
Mar 22, 2011
It’s undeniable that the events unfolding in Japan in the aftermath of the recent earthquake and tsunami are a tragedy affecting millions of people. It is less clear what economic impact will be. Some think rebuilding efforts could start a long-awaited expansion of the Japanese economy. In the meantime, individual investors should check their international stock and bond holdings to better understand their exposure to Japan.
Putting the Fiduciary Back Into Financial Reform
Jan 04, 2011
Many financial advisory firms promote "client based" services, a misleading term that attempts to appeal to investors, when in reality the firms are acting in the clients’ best interests one minute and in their own the next. That's why it's so important for the SEC to use its authority to place broker-dealers who provide investment advice under a fiduciary standard of care.
A Tax Plan for Uncertain Times
Nov 30, 2010
As the New Year approaches, it’s more important than ever to monitor the debate over federal tax policy, be proactive in developing tax and investment strategies that are suited for today’s changing tax environment, and work with professional advisors to ensure you don’t pay more taxes than you should.
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