Investing, Stock Market
Alyssa Miranda
The Longer-Term History of Stock Markets All ...

During the summer of 2024 stock markets were in the news. The Standard and Poor’s 500 (S&P 500) fell about 6% between July 31st and August 5th of this year. The news media was quick to panic—they always do. 

The Longer-Term History of Stock Markets All Doctors Should Know
Services Offered
Alyssa Miranda
Doctors, Here is Your 3rd Quarter 2024: ...

This represents general benchmarks for the third quarter of 2024.

Doctors, Here is Your 3rd Quarter 2024: Benchmark Performance Update
Debt, Financial Plan, Income
Alyssa Miranda
The 6 Step Financial Check-Up for a Successful ...

Going into practice is a busy time in the career of a young physician or dentist. We get lots of questions about what they can do during this time to start off on the right track. One key to success is reviewing the data behind the decisions we make. In medicine, this could mean recognizing that your blood pressure is too high, therefore you change your\habits or medications to improve your overall health. Similarly, doing a “financial check-up” can ensure long-term success with money. The most pivotal time for a checkup is during the transitionary period of going into practice. We’ve broken the financial check-up into six key categories:

The 6 Step Financial Check-Up for a Successful Residency Transition
Investing, Taxes
Alyssa Miranda
The Doctor’s 2024 Year-End Financial Checklist

Now that summer is coming to an end and students are headed back to school, it’s time to start thinking about year-end finances. Make a plan to finish these five items before mid-November. Reach out to our team with any questions or to make sure you’ve completed all that applies to you.

The Doctor’s 2024 Year-End Financial Checklist
Investing, Stock Market
Alyssa Miranda
How Actively Managed Funds Affect Doctors’ Taxes

At some point in your career, you’re going to hear from the “Investor Genius Doctor” (IGD). The IGD is the doctor who likes to talk about their great investments and share of their successes. Note, their losses are often not shared as freely

How Actively Managed Funds Affect Doctors’ Taxes
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The 6 Step Financial Check-Up for a Successful Residency Transition

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The 6 Step Financial Check-Up for a Successful Residency Transition

Going into practice is a busy time in the career of a young physician or dentist. We get lots of questions about what they can do during this time to start off on the right track. One key to success is reviewing the data behind the decisions we make. In medicine, this could mean recognizing that your blood pressure is too high, therefore you change your\habits or medications to improve your overall health. Similarly, doing a “financial check-up” can ensure long-term success with money. The most pivotal time for a checkup is during the transitionary period of going into practice. We’ve broken the financial check-up into six key categories:

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Biden’s New Student Debt Plan Proposal and How it Could Affect Doctors

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Biden’s New Student Debt Plan Proposal and How it Could Affect Doctors

In mid-April 2024, the Biden administration announced some potential relief for student loan borrowers.  

It’s important to note this is potential relief. Nothing is finalized yet. Just like the previous announcement of forgiving $10,000 student loan balances, the latest relief may also get jammed up in the courts.

Here is the short version of the potential relief announced that may impact doctors:

According to Research, 4 Things You Don’t Know About Retirement

According to Research, 4 Things You Don’t Know About Retirement

In the ever-changing world of finance, our CIO and advisor, Josh Lantz , stays up to date by reading research studies and sharing them with our team. Today, he breaks down a study for our doctors about what adds value to your life in retirement. Keeping these aspects in mind can help you stress less and feel better prepared for a fulfilling retirement. 

Are you ready to take the next steps in securing your financial future? Click here to book a complimentary consultation with one of our team members.