Just Do It!

We’ve put together key steps to take towards your pursuit of your financial goals for all your stages in dentistry. Check out Andres’ above, click here, or read on to learn about them. For all dentists: -Assemble your dental specific advisor team including: CPA...

Inflation is Falling but Stalling

US economic growth much depends on the path of inflation. The U.S. economy has continued to grow in the face of elevated inflation and a federal funds rate currently at a 23-year high. It now sits in a range of 5.25% to 5.50%, up from near zero roughly two years ago....

Retirement: Time to Contemplate…

I was on vacation at the beginning of June in New England at my college reunion and visiting Maine. Highly recommend New England in June. Great weather and not too hot. If you’re traveling to Boston and looking for recommendations, be sure to reach out! 😊 As I was on...

Economic Outlook: U.S. Powers Global Growth

The United States, flexing its muscles as the world’s largest economy, is once again serving the critical role of global growth engine. As Europe and China struggle with weak economic activity, the U.S., India and, to a lesser extent, Japan are showing signs of...

Happy Independence Day!

In observance of Independence Day, our office will be closed on Thursday, July 4th. We hope you have a safe and happy 4th of July!