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Friday, November 1, 2019

The IRS recently issued its annual list of tax scams. The list highlights various scams that taxpayers may encounter, many of which occur during tax filing season. Here are some of the scams that are highlighted on the list. Phishing...

 

Thursday, October 31, 2019

It's nice to own stocks, bonds, and other investments. Nice, that is, until it's time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do you report your investments and how are...

 

Tuesday, October 29, 2019

I have investment property. What does basis mean and how do I determine the basis of my property? To determine your basis in an asset for purposes of calculating capital gain or loss upon the sale or other disposition of the property,...

 

Tuesday, October 22, 2019

Savvy investors have long realized that what their investments earn after taxes is what really counts. After factoring in federal income and capital gains taxes, the alternative minimum tax, and potential state and local taxes, your...

 

Wednesday, October 16, 2019

When it comes to portfolio construction and asset allocation – not all risk is equal.

 

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Tuesday, October 1, 2019

How our coin phrase (pun intended) “Wealth Without Worry” drives us every day in our approach to planning and in building every relationship with our clients. Check out other videos from HoLo: What Is Risk Correlation?...

 

Monday, September 30, 2019

What health services aren't covered by Medicare? Original Medicare — Part A hospital insurance and Part B medical insurance — offers broad coverage, but many services are not covered. Some may be fully or partially covered...

 

Sunday, September 29, 2019

Earnings Season: What Investors Can Take Away from Corporate Reports Publicly traded companies are required to report their financial performance to regulators and shareholders on a quarterly basis. Earnings season is the...

 

Friday, September 27, 2019

Balancing 401(k) and HSA Contributions If you have the opportunity to contribute to both a 401(k) and a health savings account (HSA), you may wonder how best to take advantage of them. Determining how much to contribute to each type of...

 

Monday, September 23, 2019

The age old argument continues – should I invest passively, or actively? The answer – well, there’s not always a right answer and you should be wary of someone telling you one strategy always applies. An astute...

 

Wednesday, September 18, 2019

Why is risk correlation important in your portfolio? Having a well-diversified portfolio with appropriate allocations means you’re probably not going to love everything you’re invested in all the time. When deciding to...

 

Thursday, September 12, 2019

Ten Year-End Tax Tips Determine Eligibility for Itemized Deductions: Year-end planning is required to determine if capped itemized deductions still exceed the modified standard deduction Consider accelerating income into 2019 or delay...

 

Thursday, September 5, 2019

Each year for its Retirement Confidence Survey, the Employee Benefit Research Institute (EBRI) surveys 1,000 workers and 1,000 retirees to assess how confident they are in their ability to afford a comfortable retirement. Once again,...

 

Tuesday, September 3, 2019

If you are concerned about the high costs of long-term care but don't want to purchase traditional long-term care (LTC) insurance, you might consider two strategies that combine permanent life insurance coverage with long-term care...

 

Tuesday, September 3, 2019

Having Trouble Viewing? Download the PDF here 2019 Key Tax Planning Numbers The tax information provided is not intended to be a substitute for specific, individualized tax planning advice. We suggest that you consult with a qualified...

 

Monday, August 26, 2019

Collectible assets such as fine art, antiques, coins, and gems are one way to diversify your investment portfolio. But it can be difficult to predict if or when the money you invest will provide a return. Here are a few things you...

 

Monday, August 26, 2019

Volatility gives us a great opportunity to buy things on sale – just ask Warren Buffet...that is – if you can keep your emotions in check! In this video, Sam and Dan talk about recent volatility in the stock market and how...

 

Tuesday, August 20, 2019

Historically low mortgage interest rates and rising home values are just a couple of reasons why investors may be drawn to real estate investing. Not only does real estate have the potential to provide a steady income stream, but it...

 

Thursday, August 15, 2019

More and more of our lives are housed online. Most people place significant value on their digital property - some digital assets generate revenue, others are highly sensitive, or even have sentimental value. Just like physical...

 

Tuesday, August 13, 2019

Focused on Physicians: Asset Preservation Part 3: Trusts Asset Protection: About the Series Don’t be an unnecessary target! You’ve made a huge investment in your education and training, and your “deep doctor...

 

Monday, August 5, 2019

April 16, 2019 was an important day for many of us. But do you know why? It was Tax Freedom Day — the day when the average American theoretically earned enough to pay his or her tax obligations for the year. According to the Tax...

 

Tuesday, July 30, 2019

Medicare and Your Retirement… Or Medicare and Non-Retirement! Right out the gate, you can see how confusing Medicare can be! Many people feel that you must sign up for Medicare when you turn 65 (even though you are still working...

 

Friday, July 26, 2019

Just like a piece of bologna, you’re sandwiched between two big pieces of smushy, white bread – your children, and your parents. Even as your career and earnings are peaking and you’re finally beginning to look...

 

Wednesday, July 24, 2019

Focused on Physicians: Strategies for Protecting Real Property Asset Protection: About the Series Don’t be an unnecessary target! You’ve made a huge investment in your education and training, and your “deep doctor...

 

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...

 

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.