By now you’ve probably seen nerve-racking headlines in the news about the stock market. Not to worry, we wanted to give you a short update to let you know what’s going on and how it might impact your portfolio.
New Attendings: Should You Rent or Buy a Home?
Doctors' Game Plan for Eliminating Student Debt
Mutual Fund Landscape
Source: Dimensional Fund Group
3rd Quarter 2018: Benchmark Performance Update
The Impact of Inflation
Doctors, Bitcoins and Cryptocurrencies
To Roth or Not to Roth
2nd Quarter 2018: Benchmark Performance
Tax Tips for the Entrepreneurial Physician or Dentist
Side Gigs for Doctors
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.
(2018) New Federal Tax Bill and Its Impact on Doctors
What the New Tax Proposal Could Mean for Doctors
Applying Science to Investing
Quick & Dirty Estate Planning for Doctors
Although most of our physicians are concerned about income taxes—estate taxes can be a much bigger burden. In fact, they can eat up almost 50% of an estate.
The good news: unlike income taxes, estate taxes are completely voluntary. There are things doctors can do to make sure your estate passes without any estate taxes.
For estate tax purposes, you may be richer than you think.
Your Personal, Private Financial Website
How Smart Tax Strategies Can Save You Money, Now, and in the Future
When I first started financial planning, we all had one basic assumption - push taxes into the future. The general thought was our clients would be in a much lower tax bracket for taking distributions from their retirement plans. About 13 years ago, I had an "aha moment". What if that assumption was false?
