Jul 19, 2022 | Blogs, Financial Planning, Media Spotlights
How important is the relationship between kids and money? This is a perfect topic for the season since kids are home for summer break. According to the University of Cambridge, money habits in children are formed by the age of 7. During this period, the brain...
Jul 14, 2022 | Blogs, Financial Planning, Market Updates
Are we in a recession? You might be understandably nervous with so much talk about recession and inflation in the headlines. Recessions can feel like a financial whirlwind, and the S&P 500 having its worst first six months since 1970 doesn’t give us much...
Jul 1, 2022 | Blogs, Financial Planning, Physicians/Dentist
Student loans. When you hear that phrase, what’s the first thought that comes to your mind? The student loan crisis in our nation has been constantly and rapidly evolving. These increasingly high rates can cause stress, worry, and frustration for many...
Jun 2, 2022 | Blogs, Financial Planning, Physicians/Dentist, Tax Planning
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...
May 11, 2022 | Blogs, Market Updates
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....
