Paying Dividends is Getting Cool. Tech is Joining In.

Dividends are starting to increase, and are being added by public companies who previously didn’t pay dividends. It’s no longer uncool and a sign of a company’s growth slow-down to pay dividends. Meta (Facebook) and Alphabet (Google) have joined in. Our...

Don’t Make This Investment Mistake

So far, 2024 has been a good investment market for stocks. All major stock indexes are all up (see your JPM Market recap below). Considering the volatility we’ve seen during and after COVID times, not to mention what’s in store for a presidential election year, it is...

3 Key Steps for New Dentists for a Great Career!

Congratulations! You’re a new doctor! Beginning your new career seems stressful, but here is a video outlining 3 steps you can take to help you get started in the right way and on the path of future financial success! Assemble Your Advisor Team Who should be on...

The Health Care Breakthrough That’s Not an Obesity Drug

You’ve heard of computer hacking, now meet gene hacking. In an age of remarkable health care innovation, scientists are manipulating human DNA to find new ways to treat diseases. Hear from our partners at Capital Group about this health care investment opportunity not...

Dentists’ Mid-Year Financial Check Up

Happy mid-year 2024! (almost 😉) How is your year going? Here are our 3 key areas to help you assess your 2024 so far. Have you reviewed your current (hopefully March or April 2024) profit and loss statement? This would be the dental CPA reviewed (not the one generated...