Matthew KelleyMay 27, 20204 minCommunication: Let’s Talk - A Letter from a PsychiatristWhy do some clients find it difficult to share concerns with their financial advisor? In this post, we get a psychiatrist’s perspective.
Matthew KelleyMay 13, 20205 minThe Best Financial Advice: Be Honest with Your Financial Advisor People hide information from their financial advisors, damaging the quality of the advice they receive.
David DayApr 21, 20206 minNavigating the COVID Crisis: Notes on Investors’ Q&A Webinar with Apollo LupescuOur Q&A notes look at how fundamental lessons about markets will help investors stay the course and weather the COVID-19 storm.
David DayDec 17, 20195 minShould You Sell Your Practice to a Private Equity Firm? What to consider before selling an ophthalmology or medical practice to a private equity firm.
David DayOct 16, 20195 minPhysician Disability Insurance: How to Protect Your IncomeThe financial impact of becoming disabled during your working years can be shattering.
Matthew KelleyJan 14, 20194 minWhite Coat Savings: Tax Deductions for DoctorsTax time can be nerve-wracking for doctors. After all, you've worked hard all year for your income; nobody wants to pay more in income...
Matthew KelleyJan 14, 20195 min“Backdoor” Roth IRA Contributions: What They Are, and Why They Might Work for YouRoth IRAs are attractive retirement savings vehicles for many reasons, particularly if you expect to be in a higher tax bracket when you...
David DayJan 14, 20194 minCash Balance Plans for Doctors 101If you own your own practice and are exploring ways to take full advantage of tax-deferred savings opportunities, you may want to...