Updates

Timely insights on the financial issues or events that matter most to you.

What Asset Protection Means for your Practice

You already know how much effort it’s taken to build your medical practice from the ground up. You have spent years pursuing your education, worked in the field to gain your hands-on experience, and sacrificed sleep and healthy stress levels to be able to do what you do. Now, you strive to improve the health […]

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Preparing Your Business for the Next Market Downturn

Recently, we officially set the record for the longest bull market in history. While this is a great feat currently, it means that eventually the market is bound to take a dramatic downturn. That said, it is nearly impossible to tell if that market drop will be tomorrow or the next few years. While the […]

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The Relationship Between Doctors and Financial Professionals

When you’re in the business of saving lives, it can feel like there’s nothing you can’t do. You have studied and honed your craft to the point of perfection (well, as close as one can get, anyway). You know your stuff inside and out, and there is no procedure or diagnosis that you shy away […]

5 Signs That Tell An Investor Your Business Is Worth It

So you’ve outlined your business, now comes the next, often most intimidating step; finding an investor. Finding an investor can be a fickle process, and for a good reason, since an investor is essentially betting on your success. While these potential investors might seem like inconsolable skeptics at times, there is always a means to convince […]

A Shatter-Proof Plan: How to Keep Your Family’s Finances Secure

It’s long been said that money makes the world go ‘round, and although it may not be the single most important thing in life, it certainly makes the list. From working hard throughout college to climbing the ladder of success at your current job, you have likely spent years striving for financial stability. Life, however, […]

20 Ways To Leave Your 20’s Behind

Leaving your 20’s behind soon to join the big 3-0 club? Good news- Many people in their 30’s feel more confident, more passionate and more put together than they ever did in their 20’s. By the time you are in your 30’s, you are ideally more mature and have lived long enough to learn some […]

Full Benefits: The Perks to Look For When Job Hunting

Whether you’ve recently earned your degree and are eager to join the workforce or an established professional on the brink of your next big career move, you could find yourself sifting through tons of job ads to get the perfect fit. When weighing an offer from a prospective employer, it’s easy to focus solely on […]

The Do’s and Don’ts of Investing

Investing your hard-earned money is more than just putting cash aside into a savings account. Proper investment is making your money work for you. That said, understanding how to properly invest can be quite the challenge. Whether you’re looking to invest in real estate or want to get involved in the stock market, the road […]

Tuition Costs Are Changing, Are You Prepared?

If you’re an expecting parent, a new parent, or have been a parent for some time now, you must be wondering, “Am I ready to pay for my child’s tuition cost?” Unfortunately, the answer to this question may shock you. Tuition rates are rising across the board, and both new and experienced parents are struggling […]

Undiscovered Dangers: Safety Risks that Might be Lurking in Your Workplace

The word “safety” means different things to different people—perhaps to you it means paying attention to the road while driving or making sure your children stay within your line of vision when they’re playing outside. What might not be the first to come to mind, however, is workplace safety, and the important role it plays […]

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