As an investor, you may have heard of private market investments and wondered what they are and how they differ from the public markets. By their nature, private market investments are harder to...

2023 has been a complicated year for investors. We highlight five themes we see from the data and key principles long-term investors should keep in mind.

Just like the aroma of pumpkin spice lattes filling the air and the excitement of choosing Halloween costumes, this time of year is ideal for diving into year-end tax planning. These are my favorite...

Bringing an associate dentist into ownership can prove to be a challenging task for a practice owner. Practice owners are at a natural disadvantage because they are focused on patient care and...

Market volatility and uncertainty is spiking due to concern with the banking system and outlook for the economy and interest rates.

The SECURE Act 2.0 was passed in December of 2022 and contains roughly 100 changes to retirement provisions affecting RMDs, retirement plans, and education savings accounts. The changes in 2.0 are...

A simple list of year-end tax planning strategies to consider before 2022

Buying into the practice comes with tax benefits. We explore the five common tax breaks new owners receive when purchasing a practice and use example numbers from a real purchase.

The latest updates on the American Families Plan proposal released by Congress on September 13, 2021

Let’s walk through the fundamentals of a financial plan for a new dentist