David Day
10 Wealth Management Strategies for M.D.s
As a physician, your income provides the opportunity to accumulate enough wealth to support an enviable lifestyle and bring financial...
top of page
BLOG
Just some words we wrote on financial planning and investment management topics for you.
NEWS UPDATES
Sign up to get email notifications about new blog posts
Search
Matthew Kelley
Jan 21, 20215 min read
A Radical Investment Idea: Simplify Your Strategy
It may seem odd for a financial advisory firm to say this, but financial advisors often overcomplicate investments. While managing an...
Matthew Kelley
Dec 28, 20207 min read
Money Matters – Bringing Value to Your Life With Wealth
After covering their basic needs, such as food and shelter, most people overlook the role money should play in their lives.
David Day
Nov 20, 20203 min read
Post Election Thoughts – Importance of a Long-Term Investing Perspective
This election season has been unusual and stressful, but long-term investors can take comfort from history.
David Day
Oct 19, 20206 min read
Financial Guidance for Starting a Private Practice
If you are thinking of setting up your own medical practice, here’s how to make a sound financial analysis to help with your decision.
Maryan K. Jaross
Sep 28, 20206 min read
What Kind of Spender Are You? Knowing May Increase the Satisfaction You Get From Your Money
If you think you have a good handle on your lifestyle priorities, consider analyzing how you spend your money.
Maryan K. Jaross
Aug 26, 20206 min read
Buying, Selling and Refinancing a Home in the COVID-19 Era
Many people are buying and selling homes in the COVID-19 world. New rules and new tools have changed the way it gets done, and low mortgage
David Day
Jul 30, 20205 min read
Reassessing Your Financial Priorities for 2020 And Beyond
Financial goals and priorities evolve as life changes, so financial advice should be an ongoing process of discovery and re-evaluation.
Maryan K. Jaross
Jun 22, 20207 min read
Charitable Giving - Smart Ways to Give, Now and in the Future
We explain various ways to make charitable contributions that provide tax benefits along with a sense of accomplishment.
Matthew Kelley
May 27, 20204 min read
Communication: Let’s Talk - A Letter from a Psychiatrist
Why do some clients find it difficult to share concerns with their financial advisor? In this post, we get a psychiatrist’s perspective.
Matthew Kelley
May 13, 20205 min read
The Best Financial Advice: Be Honest with Your Financial Advisor
People hide information from their financial advisors, damaging the quality of the advice they receive.
David Day
Apr 21, 20206 min read
Navigating the COVID Crisis: Notes on Investors’ Q&A Webinar with Apollo Lupescu
Our Q&A notes look at how fundamental lessons about markets will help investors stay the course and weather the COVID-19 storm.
David Day
Dec 17, 20195 min read
Should You Sell Your Practice to a Private Equity Firm?
What to consider before selling an ophthalmology or medical practice to a private equity firm.
David Day
Oct 16, 20195 min read
Physician Disability Insurance: How to Protect Your Income
The financial impact of becoming disabled during your working years can be shattering.
Matthew Kelley
Jan 14, 20194 min read
White Coat Savings: Tax Deductions for Doctors
Tax time can be nerve-wracking for doctors. After all, you've worked hard all year for your income; nobody wants to pay more in income...
Matthew Kelley
Jan 14, 20195 min read
“Backdoor” Roth IRA Contributions: What They Are, and Why They Might Work for You
Roth IRAs are attractive retirement savings vehicles for many reasons, particularly if you expect to be in a higher tax bracket when you...
David Day
Jan 14, 20194 min read
Cash Balance Plans for Doctors 101
If you own your own practice and are exploring ways to take full advantage of tax-deferred savings opportunities, you may want to...
bottom of page