A new school year. A smarter financial start.

As students return to campus, we want to take a moment to recognize everyone in the dental community beginning a new chapter. To our D4 students, congratulations on your final year. To our D1, D2, and D3 students, best of luck as another year gets underway. Every step...

Continuing Education to Better Serve You

This past weekend, I spent two full days attending Ed Slott’s Instant IRA Success Workshop, an intensive program focused on the latest IRA, retirement, and tax planning strategies. Over the course of the workshop, more than 420 pages of retirement and tax...

Q2 2026 Results. Why investment diversification matters.

Happy July! We are now in the second half of 2026. Q2 2026 investment markets, overall, have performed positively. (See far right “YTD” Column). Through June 30, 2026, international emerging markets stock (EM Equity) led all asset classes with a remarkable...

The Benefit Most Dentists Overlook

Whether you’re an owner or an associate, understanding your 401(k) plan is crucial for a strong financial future. According to the DentalPost Salary Survey 2026, less than half of dental associates have a retirement plan, and associates with zero benefits jumped...

3 themes for the second half of 2026

If you’ve been watching the news and wondering about your portfolio, you’re not alone. But according to our strategic partners, Capital Group, here’s what the noise might be drowning out… “Thus far in 2026, stock markets have reached a...