Blog
1st Quarter 2015 Market Summary
Volatility continued to rule the domestic equities markets. After losing ground in January, the major indices had a strong February. March saw early losses, then solid gains, with the Dow industrials, S&P 500, and Russell 2000 all hitting closing highs, and the...
10 Financial Terms To Know
Understanding financial matters can be difficult if you don't understand the jargon. Becoming familiar with these 10 financial terms may help make things clearer. 1. Time value of money The time value of money is the concept that money on hand today is worth more than...
Tax Benefits of Home Ownership
In tax lingo, your principal residence is the place where you legally reside. It's typically the place where you spend most of your time, but several other factors are also relevant in determining your principal residence. Many of the tax benefits associated with home...
Embracing Investment Volatility
Investors hate volatility. They fear declines in the value of their stocks. There is nothing wrong with feeling that way. In fact, it’s perfectly normal. When we see account balances decline, we want it to stop immediately. Our emotions begin telling us to sell...
Financial Planning for Doctors
Helping You See The Big Picture. Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That's where financial planning...
Questions To Ask An Adviser
Deciding to work with a financial advisor is a great step towards meeting your financial goals. However, finding the right adviser to work with can be a difficult task, which requires more effort and research. The first question to ask is whether the advisor is...
Roth IRA for Physicians
As tax returns come due each year, many people use that time as an opportunity to analyze their finances and determine if their financial strategies are still efficient. One of the more common ways of reducing your current tax liability is to take advantage of certain...
Umbrella Liability Coverage
Written by: Tyler L. Rivetti, FSS, LUTCF What is umbrella insurance? This type of coverage provides additional liability protection. Once the coverage amounts provided by homeowners and automobile policies are exhausted, umbrella liability can cover the excess. It’s...
One IRA Rollover Per Year Rule
Background The Internal Revenue Code says that if you receive a distribution from an IRA, you can't make a tax-free (60-day) rollover into another IRA if you've already completed a tax-free rollover within the previous 12 months. The long-standing position of the IRS,...
Video – Disability Insurance
Our clients share their personal stories with the hope of helping the younger generation of doctors understand the importance of disability insurance. Their message is clear...protect your future and everything that you have worked so hard to accomplish!