by mddsAdmin987123 | Jul 23, 2025 | Finance
Rooted Resilience: Preventative Care for Your Personal Finances By: Mr. Seth Thompson, CFP®, RICP®, AEP®, EA Every novice or expert investor understands the uneasy feeling when markets swing unpredictably. Market volatility is an inevitable part of investing. Whether...
by mddsAdmin987123 | Apr 23, 2024 | Finance
Decision Making in a Crunch By: Steven Karsh For anyone who watches the NFL, we have seen a major shift in strategy as more teams go for it on 4th down like never before. This has to do with the ever-growing popularity of analytics. Up pops a graphic on the TV that...
by mddsAdmin987123 | Sep 26, 2023 | Practice Management
Attaining Financial Fitness for Your Career Journey By: Jeff Feakes While moving through your career as a healthcare provider, there isn’t a single template for a financially healthy life. Let alone a fulfilling journey to retirement. It’s not an exact science. Life...
by mddsAdmin987123 | Mar 30, 2023 | Practice Management
2022: Looking Back, Looking Forward By: Steven Karsh How did your portfolio hold up in 2022? If you owned only stocks and bonds, it was a brutal year and historically bad for a 60/40 portfolio. The Bloomberg Aggregate Bond Index was down 13%, more than four times the...
by mddsAdmin987123 | Nov 15, 2022 | Practice Management
Succession Planning By: Jeff Feakes As a partner or co-owner of a dental practice, you’ve spent years building a valuable financial interest in your business. Of course, you want to protect your business and your family should something happen to you but are unsure of...
