18. December 2019
2019 has been a good year for most investors. There are still uncertainties. What are the risks?
31. October 2019
Does your 401k plan allow this advanced strategy?
23. September 2019
The fastest way for a dentist to pay off student loans is to own a good dental practice.
14. September 2019
A quick guide to the basics of life insurance and the estimated cost
06. August 2019
A great article from Aegis Dental Network about planning for retirement throughout your entire career
23. July 2019
How to align your values with your use of money
18. June 2019
Our current favorite podcast for dentists: Only 3% of dentists in the US could retire at age 65 and not reduce their lifestyle. This podcast includes some of the best ways to change that statistic.
21. May 2019
4 legal documents you should have in place
14. March 2019
Realizing that stories are powerful to all of us, we thought we would take a look back at some milestones in my life intertwined with investing in the markets. We can talk about historical returns but for some reason if we relate them to our own milestones the information becomes more meaningful.
18. February 2019
How our human nature can get in the way of successful investing

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