Do you have a 401k retirement plan at your practice? When was the last time it was reviewed? There have been many changes in the retirement plan space. Many 401k companies (recordkeepers and Third Party Administrators (TPAs)) have been bought, and service has dropped....
From our friends at JP Morgan… As widely anticipated, the Federal Open Market Committee (FOMC) voted to leave the Federal funds rate unchanged at a target range of 5.25%-5.50% at its June meeting. The statement was largely unchanged though it did acknowledge that...
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...
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...
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...
