By: Robert V. Sytz, Jr., CPA, CFP®
Over the past ten years, we’ve reviewed investments for over a thousand doctors nationwide. When we began our investment firm (McGill Advisors, Inc. (formerly known as Select Consulting, Inc.)) back in 1999, we believed that 70-80% of doctors were doing well investing and only 20-30% needed help. In reality, just the opposite has been the case; we found that only 20-30% of doctors were doing a good job of investing, while 70-80% needed help to varying degrees.
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