Planning doesn’t just have to be about retirement. There are many big events that require planned saving. The earlier you start planning, the easier they are to manage. You might be wondering…besides retirement, what should I be saving for? Education: kids...
As a dentist, your work already changes lives. But did you know your practice can go even further by incorporating charitable giving into your financial plan? Charitable planning is an impactful tool for many business owners, including dentists. Whatever way you...
Officials at the world’s major central banks — chiefly, the U.S. Federal Reserve and the European Central Bank — are watching closely as these events unfold. The ECB has already started cutting rates, and many investors believe the Fed will too, as tariffs threaten...
2025 has been a turbulent year for investors. While the S&P 500 is currently up 0.21%, the year began with significant market volatility. It’s yet another reminder of why having a long term investment plan matters. STAY INVESTED Smart investing can overcome the...
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...
