As the old adage goes, “You get what you pay for.” In many respects, the same holds true for the investment industry. Understanding how fees work can seem daunting and the investment industry can appear complicated which is intimidating for many inve...
July
07
2017
See our recap of June's key statistics and market commentary to help guide your investment decisions.
June
28
2017
For dental practice owners looking to retire, the decision to sell a dental practice is rarely easy. This major life transition means leaving your profession after years of hard work, not to mention breaking free of the emotional attachment to your b...
June
21
2017
In America, we have 75.4 million Baby Boomers. And every day, around 10,000 of them officially retire.
June
15
2017
So, you’re a dentist making a decent salary, but you just can’t seem to get ahead in your financial standing. Sound familiar?
June
02
2017
See our recap of May's key statistics and market commentary to help guide your investment decisions.
June
01
2017
Recently, we wrote about the challenges of determining retirement plan compensation for owners of S Corporations. Today, we will take a look at how plan compensation for sole proprietors is determined. The task is a bit harder for sole proprietors th...
May
24
2017
Let me paint a picture. You are at a cocktail party with a friend. He can’t stop talking about the gains he recently made on the latest tech stock investment. You start to feel envious, maybe even a bit angry that you didn’t get in on the investment....
May
19
2017
What if someone told you that you had an equal chance of quadrupling your money or of losing four times as much as your bet at the casino? This is essentially the bet that investors will make using two new leveraged exchange-traded funds (ETFs) appro...