Blog
Market Swoons Can Be Great for Angel Investors
Business abounds with tales of investors appearing like angels for the last-minute rescue of new and, of course, ultimately successful companies. The shoestring struggle always reads like a page-turner, climaxing in riches for all. But...
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Required Distributions: Changes You Need to Know
The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 changed the rules for taking distributions from retirement accounts inherited after 2019. The so-called 10-year rule generally requires inherited accounts...
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Despite Concerns, Retirement Confidence Remains Steady
Nearly three quarters of workers and 77% of retirees in a recent survey said they remain at least somewhat confident that they will experience a comfortable retirement, according to the Employee Benefit Research Institute. Nevertheless...
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What Should You Do as Markets Flirt with Bears?
Market declines should inform – not drive - your asset allocation decisions. The standard definition of a bear market is when major U.S. stock indices, such as the S&P 500, drop by 20% or more from their peak. And 5+ months...
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May 2022 Client Letter
As we move into spring and leave behind the last signs of a long winter, many worries from a chilly start to the year for markets, unfortunately, are still with us. The S&P 500 Index had its worst April in more than 40 years, leaving...
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Why Retirees Should Devote Time to Community Service
After retirement, you may find you have more time on your hands than you first anticipated. If you are looking for something to fill your downtime that may be fulfilling and beneficial to your health and wellbeing, community service...
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Choosing Your Pension Payout Option
Many couples may find themselves confronted with a dilemma as retirement nears. If you plan to receive your pension payout on a monthly basis (rather than in a lump sum), you must decide whether you want to receive a higher payment...
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April 2022 Client Letter
“Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria.” - Sir John Templeton According to the guidance of revered investor Sir John Templeton, it appears to us that this market...
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Understanding the Advantages of an HSA in 2022
A Health Savings Account (HSA) can be a good alternative to traditional health care, especially for those who are young and healthy. With an HSA, you put money away in a tax-advantaged account but in order to be eligible, you must...
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Three Things That Happened Last Week That Have Bulls Smiling
Last week was quite the week for stocks, as the S&P 500 Index gained 6.2% for its best week of the year and best weekly gain since the week of the US election in early November 2020. View enlarged chart. In the process there...
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Tax Prep Checklist: Everything You Need to Be Ready for Tax Season
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What Physicians Should Know About Choosing a Financial Professional
As a group, physicians are among the highest-earning professionals out there—and this specialized and life-saving career comes with some specific financial needs. Because of this, physicians should seek out a financial...
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5 Critical Financial Strategies for Physicians
As a physician, you understand your medical specialty inside and out, but at the same time, you also need to be able to handle the financial challenges associated with your industry. That may include juggling a lot of student and...
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The Most Common Tax Tips before Year End
Tax planning can be advantageous when done during the year and well in advance of year’s end. Opportunities exist for you to mitigate tax liability, which may leave more income for you and/or your family. Generally, people put...
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Physicians: Why You Need a Financial Professional Who Understands Your Industry
As a physician, you've devoted a lot of time to educating yourself, building a career, and providing top notch care that enriches your patients’ lives, and in the midst of all that, it can be easy to overlook your finances. To...
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