Beyond the News

Markets continue to surprise. Despite ongoing geopolitical uncertainty and a constantly shifting economic backdrop, the data keeps telling an interesting story. We are here to give you the most up to date info. Three Top Topics for the Week: SHOCKING GROWTH. With most...

Top Tax Planning Ideas

How are you feeling after tax season? Maybe you’re relieved. Maybe you’re frustrated. Maybe you’re already dreading next year. Whatever you’re feeling know that you’re not alone. Here’s the good news…next year doesn’t...

An April to Remember

Things are looking up! The S&P 500 gained 10.4% in April for its best month since November 2020(+10.8%). April was the 27th best month in the S&P’s history since 1928 and the 4th best April on record. Historically, gains of 5%+ in April have been followed by a median gain of 2.2% in May, which is double the norm.

A Head Start on Next Tax Season

With tax season behind us, this is a good time to look ahead and evaluate planning opportunities for the year ahead. Two areas that may be worth reviewing are Health Savings Accounts (HSAs) and Roth strategies, both of which can play an important role in long-term tax...

How to Build a Good Team

The biggest financial mistake dentists don’t realize they’re making isn’t production… it’s not having the right team around them. And that goes for both inside your practice, with your hygienists, office managers, and assistants, and...