Broker Check


Tuesday, May 7, 2019

6 straightforward ways financially savvy doctors can grow, accumulate, and protect 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.


Show All

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.