Dentists: How Charitable Giving Supports Your Financial Goals

As a dentist, your work already changes lives. But did you know your practice can go even further by incorporating charitable giving into your financial plan? Charitable planning is an impactful tool for many business owners, including dentists. Whatever way you...

Will central banks come to the rescue?

Officials at the world’s major central banks — chiefly, the U.S. Federal Reserve and the European Central Bank — are watching closely as these events unfold. The ECB has already started cutting rates, and many investors believe the Fed will too, as tariffs threaten...

Don’t Make This Investment Mistake!

2025 has been a turbulent year for investors. While the S&P 500 is currently up 0.21%, the year began with significant market volatility. It’s yet another reminder of why having a long term investment plan matters. STAY INVESTED Smart investing can overcome the...

Dentists’ your Mid-Year Financial check-in!

It’s about to be June, we are approaching halfway through 2025! How’s it going with your financial goals? It may be hard with all the moving pieces in dentistry; staffing… office systems…staying cutting edge on clinical skills…did we mention...

How do tariffs affect the stock market?

Investors may be experiencing déjà vu as tariffs make headlines. The first Trump administration’s tariffs on China sparked a trade war that whipsawed markets and dominated the news, much like now. How did markets respond? Volatility rose in 2018, driven by the trade...