Resources
Resources
Tax Planning for Dentists: 5 Strategies Most Dentists Overlook
Most dentists that we work with have grown their practices and incomes over the years, even paying off their debts. Additionally, some have been practicing as independent contractors and want to set up and build their own practices. But most of them have one thing in...
The Financial Quarterly: 1st Quarter 2022
A Review of the 1st Quarter of 2022 The first quarter of 2022 was rocky, the worst we’ve seen since 2020.1 Inflation, Russia’s brutal invasion of Ukraine, and concerns about Federal Reserve interest rate hikes all contributed to the volatility and market losses....
Russia Attacks Ukraine: The Financial Impact
The Russia-Ukraine conflict is not new, but it has intensified in the recent weeks. Russia’s latest actions raise the likelihood of sustained military conflict between the two nations. While this recent news may be concerning, SEI has put together a Q&A commentary...
The Financial Quarterly: 4th Quarter 2021
A Review of the 4th Quarter of 2021 Markets delivered exceptional performance in a year that had a little bit of everything: politics, bubbles, meme stocks, inflation, runaway rallies, and sudden drops. Let's take a look at how markets performed last year and...
Labor Market Tumult
How are you feeling about work these days? Are you taking stock of your life and thinking about moving on? (You're not alone.) Are you a boss struggling to fill roles and retain your people? (You're in good company.) America is going through a pretty major...
The Financial Quarterly: 3rd Quarter 2021
A Review of the 3rd Quarter of 2021 Despite breaking multiple records, a rocky third quarter ended with a thud as concerns about inflation, political brawls, and viral variants weighed. 1 Let's take a look at how markets performed and what we might look...
5 Financial Planning Tips for New Physicians and Dentists
If you are a new physician or dentist, you may be overwhelmed by the number of financial decisions you need to make as you start your career. Physicians and dentists are unique as their income jumps significantly in a short period of time, and they are bombarded with...
The Financial Quarterly: 2nd Quarter 2021
A Review of the 2nd Quarter of 2021 The second quarter of 2021 had a little bit of everything: vaccines, inflation concerns, jobs recovery, and more. Let's take a look at how markets performed and what we might look forward to in the months to come. How Did Markets...
Understanding the Different Types of Retirement Plans.
Are You Ready For Retirement? As of 2020, more than 47.8 million U.S. Citizens (about 15% of the population) are 65-years-old or older. However, by the time Americans reach this crucial stage in their life, they have only saved on average 12% of what they will need to...
Understanding Financial Planning
Why Is Financial Planning Important? Americans, in general, are struggling with their finances. According to the NIRS (The National Institute on Retirement Security), 95% of millennials are not saving the recommended amount of money needed to secure their financial...
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