Top Dentist Concerns and Ways to Address Them

We’ve worked with dentists for over 20 years. Some of the top concerns dentists have stayed the same and some have changed. Two of the top concerns we are seeing today are staffing and growing your practice. Staffing is a one that has risen to the top in the last 5...

Investment Markets Sink. What to Do…

I understand the concerns during these crazy markets like today. I know it is not fun. Seeing markets gyrate makes for an emotional roller coaster. You have lived through this before (think 2020 COVID, 2008 great recession, 2000 internet crash). Please keep the faith!...

How Elections Move Markets

How much do elections impact the stock market and portfolio returns? Should elections even matter to long-term investors in the first place? These are the questions investors and financial professionals are facing as we approach November 5. To provide answers, Capital...

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...

Buying Cars Has Changed a Lot…Again!

Back in July 2023, I wrote follow up post 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, MANY things have changed: The availability of most cars...