Month: March 2019

Key Takeaways: ·        The biggest challenge physicians face today is the lack of financial expertise and time required to best ensure financial independence on their own

Key Takeaways: ·        Acknowledge that medical school doesn’t prepare you for managing your newfound income and assets. ·        Take a long-term view towards wealth preservation – and

Key Takeaways: ·       Getting a later start on your career does not put you at a disadvantage as long as you have a plan. ·       Wealth

We choose to start working with physicians when they are in the first 5 years of their medical career because we feel we can have

We all dream of a time where we no longer need to work to make money. But for physicians, because of circumstances that are unique

Key Takeaways: –         Investing is a key part of any overall financial plan. –         Your investment strategy should revolve around your goals and sensibilities. –         Holding a diversified