November 03, 2016
Article
With the election just days away, there are many questions to be answered. One being – will the outcome of the election, or the election itself, will have an influence on stock market performance and their portfolio?
August 19, 2016
The vast majority of my clients and people that I know who are independently wealthy have not inherited wealth or won the Powerball… it has been an accumulation of dozens and dozens of small, but tactical and educated decisions over time.
June 07, 2016
Physicians transitioning into practice tend to have two big questions for their financial advisors. The way physicians tackle those questions will have a long-term impact on their financial lives.
May 03, 2016
Proper preparation on the front end of your retirement planning has the potential to save you thousands of dollars of your net worth on the back end.
March 29, 2016
The government offers a number of programs that can help physicians dispatch their student debt more quickly. This primer will help you begin to evaluate your options.
March 02, 2016
Most people use the stock market for long-term goals. That's why it's critical to keep a wide perspective when daily stock market fluctuations dominate the headlines.
February 09, 2016
Starting on Dec. 15, the student loan repayment world became even more complex. In this first of a series on debt repayment, we outline current income-based repayment options.
March 24, 2015
How should we gauge the performance of our portfolios? My fear with investors at times is that they "don't know what they don't know".
March 04, 2015
Over time, a physician has the ability to certainly create higher wealth, but disciplined savings is needed and the breakeven with those making more average incomes is a lot farther down the road in life than most people think.
February 11, 2015
The question is no longer if interest rates will rise, the question is when. Here's a look at some of the impacts you can expect once the inevitable happens.
