The Importance of a Dental-Specific Advisor

We understand that your financial situation is distinct from other professions and even from other dentists. Considerations such as practice ownership, equipment purchases, student loan debt, and the cyclical nature of your income all factor into the financial advice we curate for you.

Buying a Car? It’s All Different Now!

Protect Your Budget While Car Shopping Back in May of 2021, I wrote about buying cars in the early days post pandemic. That was at a time when the supply of both new and used cars was very low and prices were high. Fast forward to today, a few things have changed and...

Does the Fed Funds Rate Matter?

The Fed is Raising Interest Rates It is expected that The Fed will be raising the Fed funds lending rate on Wednesday by 0.25% according to JP Morgan to 5.25-5.30%. Why does this matter? It matters from the perspective of what direction interest rates are headed on...

Market Week: July 24, 2023

The week in review Retail sales was up 0.2% m/m Housing starts fell to 1,434k Industrial production was down 0.5% m/m The week ahead FOMC meeting Svcs. and mfg. PMIs Real GDP Consumer confidence & sentiment Thought of the week In recent weeks, markets absorbed a...

Can This Stock Market Rally Continue?

Can the Bull Market Continue? To most people’s surprise, stock markets around the world are up. Market timing is rarely a winning strategy. It’s one of the reasons we encourage investors to develop their own personal investment strategies and stick to them. Our...