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The Value of Virtual Financial Advice

The Value of Virtual Financial Advice

Just as personality quizzes like the Enneagram and Meyers Briggs help people better understand themselves, defining your “money personality” can have a similar effect.

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What’s Your Money Personality?

What’s Your Money Personality?

Just as personality quizzes like the Enneagram and Meyers Briggs help people better understand themselves, defining your “money personality” can have a similar effect.

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How Should I Invest My 401k?

How Should I Invest My 401k?

Have you experienced the following scenario? You start a new job - excited about the work you get to do and the great benefits the company offers. On your first day, you are handed a stack of benefit paperwork and told to look over it, sign it, and bring it back...

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Telehealth For Your Money

Telehealth For Your Money

These days you can do just about anything from your phone or computer. The world we live in is becoming more and more efficient as companies utilize technology to bring their services directly into your home or office.  Over the last few years, we have seen this...

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Forced Shutdowns are Causing Financial Strain for Dentists

Forced Shutdowns are Causing Financial Strain for Dentists

Have you been forced to shut down your practice due to the new ADA or local government guidelines?  If so, you’re not alone.  The American Dental Association posted a release on March 16th calling dentists to postpone all elective procedures for three weeks - only...

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Preparing For and Investing Through Turbulent Markets

Preparing For and Investing Through Turbulent Markets

What do you do when the market gets “sick”? Whether you have been directly impacted, or just heard about it on the news, I’m sure you know what’s going on. The stock market is down and people are panicking.  A current look at your investment accounts may spark the...

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Rx For Your Paycheck: Financial Advice for New Doctors

Rx For Your Paycheck: Financial Advice for New Doctors

As a new doctor, you have a lot on your mind. This can make it difficult to balance your work schedule, family life and finances.  However, all of these things can be simpler if you know where to start and have the proper resources to lead you along the way.  One...

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5 Mistakes New Doctors Make With Their Money

5 Mistakes New Doctors Make With Their Money

The world seems to think that doctors have nothing to worry about when it comes to their finances. It may be common knowledge that an established doctor or dentist has the opportunity to make a salary that is much higher than the national average, but the years of...

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Know Your Funds: Passive vs. Active Management

Know Your Funds: Passive vs. Active Management

When deciding how to invest your money, you face an overwhelming number of options. It seems that every day there is a new trend being pitched as the “silver bullet” road to riches, and “expert” opinions are in no short supply. However, data speaks louder than words,...

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