Speaking Engagements
Deadly Sins of Investing – Simple Mistakes that Cost Doctors Millions
1-Hour Course
Did you know that most doctors lose 2-3% in annual returns due to inefficient investment strategies? This may not sound like much now, but it can add up to millions of dollars over the course of a doctor's dental career. We'll discuss today's complex investment environment and how you can improve your investment results.
Topics covered include:
- Understanding the different types of investment professionals and associated fees
- How to avoid emotional decisions and monitor your investment performance
- Using defensive investment strategies to protect against risk
- Identifying tax efficient investment and planning strategies
NEWS/ALERTS
Coronavirus Resource Center for Dentists and Specialists
Articles, updates, and resources to help you successfully navigate the impact of COVID-19 on your dental or specialty practice and personal finances.
Go To COVID-19 Resources