Maryan K. Jaross
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...
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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.
Maryan K. Jaross
- Aug 26, 2020
- 6 min
Buying, Selling and Refinancing a Home in the COVID-19 Era
Many people are buying and selling homes in the COVID-19 world. New rules and new tools have changed the way it gets done, and low mortgage
David Day
- Jul 30, 2020
- 5 min
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
- Jun 22, 2020
- 7 min
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
- May 27, 2020
- 4 min
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
- May 13, 2020
- 5 min
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
- Apr 21, 2020
- 6 min
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
- Feb 14, 2020
- 6 min
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
- May 7, 2019
- 6 min
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
- Jan 14, 2019
- 6 min
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
- Jan 14, 2019
- 5 min
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...
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