It’s about to be June, we are approaching halfway through 2025! How’s it going with your financial goals? It may be hard with all the moving pieces in dentistry; staffing… office systems…staying cutting edge on clinical skills…did we mention...
Investors may be experiencing déjà vu as tariffs make headlines. The first Trump administration’s tariffs on China sparked a trade war that whipsawed markets and dominated the news, much like now. How did markets respond? Volatility rose in 2018, driven by the trade...
Graduation season is here and what better time to get your finances in order than now? Whether you’re a veteran practice owner or a new dentist just getting started, now is the time to think about benefits and how they shape your future. For recent grads:...
I’ve been blessed to provide investment advice for over 20 years. I’ve learned a few things along the way that can help you become a better investor. Sometimes the best investment action is no action. Many times, like the great tech bust of 2000, the Great...
Warren Buffett announced on Saturday, May 3rd, 2025 that he is stepping down as CEO of Berkshire Hathaway as of 12/31/2025. The 94-year-old investor has had a great ride and done very well for his investors. What can we learn from him? Many things. Let me highlight...
