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Wednesday, July 10, 2019

Sorry Doc, but as you probably already know – you’re a target. In this increasingly litigious world, it is massively important for you to have awareness of the ways you can expose yourself to additional risk, and not just...

 

Saturday, June 29, 2019

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...

 

Friday, June 28, 2019

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...

 

Thursday, June 27, 2019

We're pleased to present LPL Research's Mid-Year Outlook 2019. It provides updated views of current fundamentals and the factors that should persist as shorter-term concerns fade, and emphasizes our four primary pillars for...

 

Wednesday, June 26, 2019

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...

 

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Tuesday, June 25, 2019

How is a stock priced? We were recently asked by a client how we make stock selections or decide to move forward into a position and it got us thinking. We're so used to evaluating stocks in our day-to-day decision-making, that we...

 

Monday, June 24, 2019

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...

 

Friday, June 21, 2019

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...

 

Thursday, June 20, 2019

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)...

 

Tuesday, June 18, 2019

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...

 

Thursday, June 13, 2019

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...

 

Tuesday, June 11, 2019

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...

 

Thursday, June 6, 2019

Resident & Fellow Transition Series - Confused about what kind of disability insurance you need to protect your earning power over the future decades of your medical career? Brad breaks it down.

 

Thursday, May 30, 2019

Whether the markets are up or down, reviewing your portfolio mid-way through the year can be an excellent way to keep your investments on track.

 

Tuesday, May 21, 2019

Thought you couldn't invest in a Roth IRA with your high income? WRONG! Go in the back way - with a Roth IRA conversion or backdoor IRA contribution

 

Tuesday, May 14, 2019

How do your emotions affect your decisions about money? Understanding your attitudes and emotional responses is critical in successful investing

 

Tuesday, May 7, 2019

6 straightforward ways financially savvy doctors can work to grow, accumulate, and preserve their wealth for the future.

 

Monday, April 29, 2019

In this vlog, Dan discusses vehicles available to help save for educational expenses. Specifically, interesting and practical features of 529 plans that can be an integral part of creative planning solutions for any family.

 

Thursday, April 25, 2019

We're big proponents of estate planning as part of your financial future. Even with limited assets, the documents you have drafted can save loved ones a lot of stress, additional work, and heartache at a time they're already grieving.

 

Monday, February 18, 2019

Determining how much and when you'll draw down on your different retirement assets is a critical part of your retirement planning strategy and making your money last

 

Saturday, January 19, 2019

CFA Steve Lone discusses end-of-year stock market volatility and what it could mean as we look towards 2019 to make investing and planning decisions.

 

Tuesday, January 15, 2019

Here are some of the most costly and common retirement planning hurdles you’ll want to make sure you avoid. Paying for college instead of retirement, or not maximizing your tax-deferred vehicles could end up costing you big time.

 

Friday, January 11, 2019

Though you may never face a suit, we all know that we live in an increasingly litigious world. If you're a doctor, business owner, or high-income earner, it probably makes sense to have an umbrella insurance policy to protect your assets.

 

Wednesday, January 2, 2019

Is recent market volatility in late 2018 and early 2019 causing behavioral elements to play a role in your investing decisions? Take this quiz to see how reactive you are to volatility in the markets.

 

Wednesday, January 2, 2019

There's investing challenges everyone has – like how much to save for retirement or how to fund multiple accounts. However, there are some challenges that only arise from wealth. If you have high-net worth here's some things to think about.

 

Thursday, December 27, 2018

Don't keep up with Dr. Jones. Be Dr. Jones. 6 ways smart doctors can set themselves up to build wealth and create financial freedom.

 

Friday, December 14, 2018

Chances are that retirement funding isn’t the only financial goal your eyes are set on. Buying a home, planning for a child’s education, or taking care of an aging parent can all be expensive detours along your way.

 

Tuesday, December 11, 2018

Great snapshot of key income tax planning numbers for 2018 filings. Includes outlines for standard and itemized deductions & alternative minimum tax and other key numbers.

 

Thursday, December 6, 2018

Teaching your kids about money is pretty important – especially if there’s an estate or assets being handed down. But are you passing down your values about money too?

 

Sunday, December 2, 2018

No one likes to think about their own mortality, but putting off critical estate planning can have consequences for your already grieving loved ones. Even if you already have an estate plan, it might be time to review it.