Investments

1st Quarter 2018: Benchmark Performance

1st Quarter 2018: Benchmark Performance

Despite all of the noise in the media, the markets have only experienced small overall negative returns this year.  As of today, most of our long-term, diversified portfolios are only down about -1.0% since the beginning of the year.  This is common for short-term market reports.  We expect to continue to see choppy markets throughout the rest of the year.

New Federal Tax Bill and Its Impact on Doctors

New Federal Tax Bill and Its Impact on Doctors

Many of us have been glued to the news in recent weeks. The new tax bill is official as of writing this article, signed into law Friday, December 22nd, 2017.   

We've summarized the impact the new tax bill will have on doctors and their families. Click here to learn more.

The Physician’s Team of Experts and Financial Concierge

The Physician’s Team of Experts and Financial Concierge

Have you ever wondered about all the experts who help Bill Gates, Jeff Bezos and even Donald Trump manage their money? They have an insurance guru to oversee the risk management, an investment team to make sure their assets are working as hard as possible, an attorney to keep them on the straight and narrow, along with a savvy accountant to help them reduce their taxes and a financial advisor to coordinate all these folks and prepare for their future. It probably costs the very wealthy thousands of dollars per hour to get this kind of experienced, coordinated advice!

Investment Strategies

Investment Strategies

Every physician needs a solid investment strategy that can take them through both up and down markets and keeps doctors from making bad decisions during market turmoil.

We use a thoughtful, award winning and scientific process outlined by Modern Portfolio Theory.