Do you remember any songs from nursery school? I remember one that went something like this: "It’s time, time, time. It’s tickety time to tell time. And if you didn’t know what time it was, You’d have the most horrible, simply deplorable Tickety-tock...
Owning a dental practice can be very lucrative, but achieving financial success is not an easy road for dentists.
Financial conversations with your aging parents are not easy but they are necessary. There may be hesitation on the part of both parents and their adult children to have conversations about money. However, in the end, these conversations are invariab...
See our recap of April's key statistics and market commentary to help guide your investment decisions.
Often, investment advisors focus conversations solely on returns and risks. Topics like asset allocation, mutual funds versus ETFs, and other technical areas can become the main points of discussion. While what you are investing in is certainly impor...
How much money do you make? How much did you make last year? For most of us, that is a fairly easy question. If you don’t know offhand, you can pull out a pay stub, tax return, or Form W-2 and get the answer.
ETFs are a popular investment option for both individual investors and financial advisors serving their client’s investment needs.
See our recap of March's key statistics and market commentary to help guide your investment decisions.
It’s one of the most important decisions you’ll make in your financial life, if not the most important decision. We’re referring to your choice of a financial advisor. The benefits and rewards of making a good choice are tremendous. Namely, you will ...
In many families, there comes a time when grown children have to step in to help manage their elderly parents’ finances. This often happens when parents have lost the mental capacity to make important financial and investment decisions themselves.