Megatrend to Watch: The AI Revolution

It is no longer news that artificial intelligence (AI) is reshaping the business landscape. Let’s review a specific example beyond the typical as described by Capital Group’s Equity Portfolio Manager: Mark Casey. “Artificial intelligence has captured the imaginations...

US Stocks Lead the Way in the 1st Qtr. 2024

US large cap stocks (S&P 500) led a great 1st quarter for stocks returning +10.6%. S&P 500 was tops among all asset classes. (see graphic above) There is a great hesitation that with increasing returns, the bottom will fall out of stocks soon. This is...

2024 Hinman Dental Meeting Recap

Another fantastic Hinman Dental Meeting is in the books. This meeting makes me extra proud to be an Atlantan. I had the privilege to reconnect with many dental colleagues and see many of our clients. A special thank you to our clients who made it to our luncheon.

Thinking About Retirement? Remember PUSH

We have been helping people plan for retirement for over 20 years. Being financially set is our focus. What you may not know is we also spend time helping our clients be prepared for a life in retirement. It is important to know what you are retiring to, not just what...

See You at the Hinman!

Happy World Oral Health Day! The 2024 Thomas O. Hinman Dental Meeting is this week in Atlanta, GA! Are you attending, exhibiting and/or presenting? Please let us know. If you have some outstanding vendors that help your practice, I want to learn more about them and...