Financial Planning for Physicians and Young Professionals
The calendar page has turned from December to January and another holiday season is in the rear-view mirror. If your holidays were anything like mine then you might be feeling a bit of a hangover from all of the overindulging of the last few weeks. It’s easy to get caught up while in the thick […]
With all of the ups and downs in the stock market lately, and the multitude of different news headlines you see trying to explain it away – tariffs, potential interest rate cuts, rising or falling inflation, etc. You would be forgiven for worrying how the decisions or tweets made by those in the government will […]
Every generation has their different stereotypes informed by their attitudes and behaviors. This is caused by many different factors: the economic, political and social environment when they were growing up; changes in the media, communications, and travel options that occur over time; different education, family and lifestyle priorities. Digging into exactly why different generations prioritize […]
Maybe you’ve heard the terms Fee-only, commissions, or Fee-based when it comes to investment advice. But, most people don’t really understand how their financial advisors get paid or even how much they are paying for financial advice. This is due in large part to the number of different ways “financial advisors” are compensated, and the […]
An index fund is simply a security that seeks to track the movement of a particular index. In plain English that means it’s like a stock whose price goes up and down the same as the index it follows. An index can be pretty much anything. The Dow Jones Index is an index made up […]
It’s time once again for a very important exciting insurance post! Yay, I’m glad you are as excited about this as I am, because today I am writing (and you will be reading) all about: Disability Insurance Woot woot! Yeah, I know, totally what you wanted to hear about today, more insurance talk. But trust […]
We are 3 weeks into 2019 and if you set any resolutions for the new year you’ve probably given up or forgotten all about them by now. Don’t feel bad, you’re in the same boat as everyone else. We humans are bad at making and sticking to resolutions, especially if they are non-specific and tied […]
Insurance can be a very complicated topic, and life insurance especially so. One of the reasons is that people don’t like to think about dying and especially not dying younger than they’d like. But another reason has to do with the complicated nature of life insurance and all of the various types available. There are […]
When the weather starts turning colder and Starbucks rolls out their Pumpkin spice lattes and other festive creations it can only mean one thing. The holiday season is upon us. This time of year can bring a lot of joy and celebration: reuniting with friends and distant family members, partaking in holiday traditions, and the […]
With the stock market’s historic growth that began after the recession in early 2009, many experts believe a 10% pullback would be a healthy sign for the markets going forward. This sort of drop is not horribly painful, especially by historical standards, and in order for the stock market to keep advancing there must be […]
