BLOG

What requires some financial advisors to act as a fiduciary but not others, what does that term really mean, and why is it important?

If you’re getting married for the first time, or saying “I do” in retirement, our premarital financial questions address each situation.

As a physician, your income provides the opportunity to accumulate enough wealth to support an enviable lifestyle and bring financial...

Families in which both spouses/partners work outside the home have been the norm in the U.S. for decades. There are many well-documented...

It may seem odd for a financial advisory firm to say this, but financial advisors often overcomplicate investments. While managing an...

After covering their basic needs, such as food and shelter, most people overlook the role money should play in their lives.

This election season has been unusual and stressful, but long-term investors can take comfort from history.

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.

If you think you have a good handle on your lifestyle priorities, consider analyzing how you spend your money.

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

Financial goals and priorities evolve as life changes, so financial advice should be an ongoing process of discovery and re-evaluation.

We explain various ways to make charitable contributions that provide tax benefits along with a sense of accomplishment.

Why do some clients find it difficult to share concerns with their financial advisor? In this post, we get a psychiatrist’s perspective.

People hide information from their financial advisors, damaging the quality of the advice they receive.

Our Q&A notes look at how fundamental lessons about markets will help investors stay the course and weather the COVID-19 storm.

Whatever your area of practice, the information here can help you decide whether it might make sense for you to consider a PE buyout.

If you’re an M.D. and are considering buying life insurance but you’re not sure where to begin, you're not alone. While most physicians...

Self-preservation is perhaps the most basic human instinct – we are hard-wired to protect ourselves. We require no list of instructions...

Whether you're a new resident physician or have been in practice for years, you can benefit from the budgeting process. Creating a...