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Just some words we wrote on financial planning and investment management topics for you.

David Day

Reassessing Your Financial Priorities for 2020 And Beyond

Financial goals and priorities evolve as life changes, so financial advice should be an ongoing process of discovery and re-evaluation.

Maryan K. Jaross

Charitable Giving - Smart Ways to Give, Now and in the Future

We explain various ways to make charitable contributions that provide tax benefits along with a sense of accomplishment.

Matthew Kelley

Communication: Let’s Talk - A Letter from a Psychiatrist

Why do some clients find it difficult to share concerns with their financial advisor? In this post, we get a psychiatrist’s perspective.

Matthew Kelley

The 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 Day

Navigating the COVID Crisis: Notes on Investors’ Q&A Webinar with Apollo Lupescu

Our Q&A notes look at how fundamental lessons about markets will help investors stay the course and weather the COVID-19 storm.

Matthew Kelley

Opening Your Eyes to Private Equity: Selling Your Ophthalmology Practice

Whatever your area of practice, the information here can help you decide whether it might make sense for you to consider a PE buyout.

David Day

Life Insurance for Physicians: A Guide

If you’re an M.D. and are considering buying life insurance but you’re not sure where to begin, you're not alone. While most physicians...

David Brown

Protecting Your Assets: Tips for Physicians and Others with Wealth

Self-preservation is perhaps the most basic human instinct – we are hard-wired to protect ourselves. We require no list of instructions...

Matthew Kelley

4 Tips to Help Physicians Create (and Stick to) a Budget

Whether you're a new resident physician or have been in practice for years, you can benefit from the budgeting process. Creating a...