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Wednesday, May 25, 2022

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...

Wednesday, May 25, 2022

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...

Tuesday, May 24, 2022

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...

Tuesday, May 24, 2022

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...

Friday, May 6, 2022

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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Tuesday, April 26, 2022

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...

Sunday, April 24, 2022

Sunday, April 10, 2022

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...

Friday, April 8, 2022

“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...

Sunday, April 3, 2022

Saturday, March 26, 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...

Friday, March 25, 2022

Monday, March 21, 2022

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...

Sunday, March 20, 2022

Monday, March 14, 2022

Monday, March 7, 2022

Tuesday, March 1, 2022

Sunday, February 20, 2022

Sunday, February 13, 2022

Sunday, February 6, 2022

Thursday, February 3, 2022

Sunday, January 23, 2022

Monday, January 17, 2022

Tuesday, January 11, 2022

Wednesday, January 5, 2022

Wednesday, December 22, 2021

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...

Thursday, December 16, 2021

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...

Wednesday, December 8, 2021

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...

Thursday, December 2, 2021

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...