Why is the job market so tough for recent college graduates?

Are you or someone you know feeling overwhelmed searching for jobs after graduation? Recent college graduates are facing some of the highest unemployment rates we’ve seen in years. Continue reading as we share insights from J.P. Morgan on why this might be the case…

Are You Leaving Disability Benefits on the Table?

As a dentist, your ability to work is the foundation of everything. Yet one of the most overlooked gaps we see in dentists’ financial plans is disability income protection. Most dentists have some form of coverage. But having coverage and having the right...

Understanding the Fine Print: Trump Accounts

Contributions to Trump Accounts, the new tax-deferred savings vehicle for children, can’t be made until July 4, 2026. However, the opportunity to open a Trump Account, either through filing Form 4547 or using a dedicated IRS website, forms.trumpaccounts.gov, has...

Why AI will transform, not replace, your job

Artificial intelligence is reshaping the economy at a pace that’s difficult to fully grasp. Capital Group takes a closer look at what AI’s rise really means for the workforce and the broader economy. “Ask ChatGPT whether layoffs at Big Tech companies...

How We Help Dentists

As a dentist, your financial life has a lot of moving parts. Between student loans, practice ownership decisions, team management, retirement planning, taxes, investing, and balancing personal goals outside of the office, there are a lot of different things competing...