Samuel Flaten
Doctors: Ready, Aim, …Retire Early?
You may have come across articles about the FIRE movement, which refers to “Financial Independence, Retire Early.” These articles often...
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Just some words we wrote on financial planning and investment management topics for you.
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David Day
- Jan 27
- 6 min
Should You Buy a Vacation Home?
The thought has probably crossed your mind… You’re just ending (another) great stay at your favorite ski resort, or you visited that town...
Maryan K. Jaross
- Nov 9, 2022
- 6 min
Second Marriages and Finances – Let’s Discuss
Strong marriages are based on a foundation of trust, open communication, and shared values. While there is no one-size-fits-all...
Samuel Flaten
- Oct 24, 2022
- 6 min
3 Big Reasons to Discuss Your 401(k) with your Financial Advisor
For many people, the money in their employer-sponsored retirement savings plan—a 401(k) or something similar—represents a big chunk of...
David Brown
- Jul 26, 2022
- 5 min
How Do Investments Perform Under Inflation?
It seems like everyone is talking about inflation – and for a good reason. After so many years of low inflation – so low it was not worth...
David Day
- May 27, 2022
- 4 min
Three Financial Mistakes People Make by Ignoring Their Advisor
A successful financial relationship is akin to a busy two-way street with a steady flow of communication traffic. This means trusting...
David Brown
- Mar 2, 2022
- 3 min
Three Ways Medical Practice Owners Can Improve Their Cash Flow
Most medical professionals who own a private practice did not pursue their chosen career to become business managers. The business side...
Maryan K. Jaross
- Feb 9, 2022
- 5 min
How to Financially Prepare for a Natural Disaster
Losing a home to a fire or other natural disaster is devastating. Here’s how to avoid being underinsured.
David Day
- Sep 16, 2021
- 7 min
Nine Tips for Reducing Taxes Now and Later
If you want to reduce your taxes this year or into the future, it is time to make plans. We offer nine tax-saving tips.
Maryan K. Jaross
- Jul 16, 2021
- 7 min
Should You Break Up With Your Financial Advisor?
Working with a financial advisor means you’re in a relationship. People discuss things with a financial advisor that they would only...
Maryan K. Jaross
- Jun 21, 2021
- 7 min
Retirement: Are You Financially and Emotionally Ready?
We have all prepared for at least a few significant events in our lives, such as studying for a major exam, interviewing for a dream job,...
Matthew Kelley
- May 18, 2021
- 5 min
What Is a Fiduciary Financial Advisor? Six Things You Should Know
What requires some financial advisors to act as a fiduciary but not others, what does that term really mean, and why is it important?
David Brown
- Apr 23, 2021
- 6 min
Questions for Couples of All Ages to Ask Before Saying “I Do”
If you’re getting married for the first time, or saying “I do” in retirement, our premarital financial questions address each situation.
David Day
- Mar 29, 2021
- 7 min
10 Wealth Management Strategies for M.D.s
As a physician, your income provides the opportunity to accumulate enough wealth to support an enviable lifestyle and bring financial...
Maryan K. Jaross
- Feb 25, 2021
- 5 min
Going From a Two-Income Family to a One-Income Family
Families in which both spouses/partners work outside the home have been the norm in the U.S. for decades. There are many well-documented...
Matthew Kelley
- Jan 21, 2021
- 5 min
A Radical Investment Idea: Simplify Your Strategy
It may seem odd for a financial advisory firm to say this, but financial advisors often overcomplicate investments. While managing an...
Matthew Kelley
- Dec 28, 2020
- 7 min
Money Matters – Bringing Value to Your Life With Wealth
After covering their basic needs, such as food and shelter, most people overlook the role money should play in their lives.
David Day
- Nov 20, 2020
- 3 min
Post Election Thoughts – Importance of a Long-Term Investing Perspective
This election season has been unusual and stressful, but long-term investors can take comfort from history.
David Day
- Oct 19, 2020
- 6 min
Financial Guidance for Starting a Private Practice
If you are thinking of setting up your own medical practice, here’s how to make a sound financial analysis to help with your decision.
Maryan K. Jaross
- Sep 28, 2020
- 6 min
What Kind of Spender Are You? Knowing May Increase the Satisfaction You Get From Your Money
If you think you have a good handle on your lifestyle priorities, consider analyzing how you spend your money.
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