Investments | Stocks, Bonds, Mutual Funds

What To Do With Stocks At Record Highs

With the stock market reaching record highs, it's crucial to review your portfolio and implement strategic moves to align your investments with your financial goals and minimize tax liabilities.

Investments | General/Other

Answers To Your 3 Most Common Investment Questions

Many doctors have similar questions and concerns when it comes to their investments. Read on to learn about some of the most common we hear from our members.

Investments | Investment Strategy

Should You Focus Your Investments on the Magnificent 7? (Online-Only Article)

The Magnificent Seven outshone in 2023, but their premium prices raise questions. Dive into this article for insights on why diversification is crucial for a well-rounded and sustainable investment portfolio, rather than chasing the allure of short-term winners.

Investments | Investment Strategy

What's Your Investment Plan for 2024?

You can't control the stock market; instead, you should focus on these three strategies you can control.

Investments | General/Other

Is Your Investment Advisor Really Working for You?

Lower stock market returns are forecasted over the next decade, so it's more important now than ever to limit investment fees and expenses.

Investments | Investment Strategy

Three Tips to Prepare for a Possible Recession

A possible recession is looming; ensure your wealth is protected with these three tips to reduce your risk.

Investments | Investment Strategy

Are You Really Diversified? If Not It Can Cost You

Many doctors think they're diversified because they're invested in multiple mutual funds, but that's not always the case. This illusion of diversification can be costly, but there are ways to reduce your risk.

Investments | General/Other

Six Reasons A Financial Coach May Be Your Best Investment

ChatGPT and other AI platforms can only go so far. Here are the advantages to having a human help you build your financial game plan.

Investments | Investment Strategy

How To Get Higher Returns With Increased Safety

Where should you keep your money to ensure you get the highest returns while reducing your risk of loss?

Investments | Investment Strategy

An Investing Strategy For 2023

With the Federal Reserve promising more interest hikes, and a looming recession on the horizon, here’s how should you handle your investments.

Investments | General/Other

Should You Trust The Government To Guide Your 401(k) Investing?

New guidelines released by the U.S. Labor Department expand options for retirement plan investing, but just because you can, does that mean you should?

Investments | Investment Strategy

How To Respond To The Declining Stock Market

Even though the stock market is down, you can ride the storm successfully with this time-tested approach.

Investments | Stocks, Bonds, Mutual Funds

With The Stock Market Declining Should You Stop Investing?

Short answer: NO! Here's why it's crucial you stay invested, especially in times of economic downturn.

Investments | General/Other

Interested In Crypto Investing? Don’t Act Until You Read This!

While investing in cryptocurrencies can be lucrative, it’s extremely volatile and can have catastrophic consequences. Before you dive in, understand the true risk you’re taking when investing in this speculative market.

Investments | Stocks, Bonds, Mutual Funds

How To Respond To The Stock Market Downturn

The downturn of the S&P 500 has doctors reacting in 1 of 3 ways—2 of which are too costly to be considered. Make sure you don’t lose more than you have to and follow our sage advice to end up ahead even in today’s volatile market.

Investments | Stocks, Bonds, Mutual Funds

Consider I-Bonds For Inflation Protection

With inflation escalating to a 40-year high, doctors are looking for investments to keep pace. Little-known inflation-adjusted U.S. Savings Bonds are now offering enticingly high rates, due to the recent surge in prices. Don’t miss out on this investment “no-brainer”!

Investments | General/Other

How To Protect Your Family’s Wealth When You Can’t (Online-Only Article)

While you may do a good job managing your investments now, what happens if you die, become disabled, or your skills erode with age? This can leave your family vulnerable to potential losses that could be substantial. As you approach retirement, you need a plan for "Who will handle your family’s investments when you can’t?"

Investments | Real Estate

The Top Six Tax Benefits Of Real Estate Investing

Many doctors understand the significant practice and economic benefits of owning their office building and other types of real estate. Yet, most doctors don’t fully understand the significant tax benefits available.

Investments | Investment Outlook

Investment Outlook For 2022: Stocks Can Seemingly Do No Wrong

As stocks close out another strong year, what should investors be focused on as 2022 begins?

Investments | Tax Strategies

Use Tax-Loss Harvesting To Cut Your Taxes And Improve Returns

Doctors looking to cut their taxes and offset capital gains can utilize tax-loss harvesting before year-end by selling stocks and other assets that have declined in value. But how does this strategy also boost your investment returns?

Investments | Investment Outlook

Answers To Your Most Pressing Investment Questions

If you are wondering what’s going on with the financial markets, prepare to be enlightened with some facts and observations you might not be hearing about from the main stream media.

Investments | Real Estate

Real Estate Options To Protect Against Inflation

The Consumer Price Index just reported the biggest annual increase since 2008. Consider these 5 real estate investment options to hedge against rising inflation.

Investments | Investment Strategy

Investment Options To Hedge Against Higher Inflation

Rising inflation is on every investor’s mind. Consider these alternative investments and find out our best advice for navigating this uncertain inflationary environment.

Investments | Investment Strategy

Stock Market Hits All-Time High – What To Do Now (Online-Only Article)

Despite the economy still recovering from the pandemic, and record federal spending and budget deficits, the stock market has been reaching all-time highs. Concerned about hanging onto your gains? Here are some steps you can take to protect your portfolio.

Investments | Investment Strategy

Election 2020…What’s An Investor To Do?

All too often, doctors let their political views wreck their investment portfolio. As November approaches, take note of these economic reminders and heed our advice so this doesn’t happen to you.

Investments | Investment Strategy

7 Steps To Avoid Disasterous Results From Emotional Investing

Can you imagine making a phone call that costs you nearly $600,000? Help yourself avoid such devastating losses by heeding this advice that prepares you to weather the highs and lows of the stock market well.

Investments | Annuities

Should You Invest Your Retirement Plan Funds In Annuities?

The insurance industry lobbied hard to allow them to sell annuities more widely—and within 401(k) plans. Here’s a fiduciary’s take on the soundness of this as an investment.

Investments | Investment Strategy

What To Do With Your Investments? (Online-Only Article)

Today’s gut-wrenching stock market volatility has many doctors on edge. It’s critical to avoid knee-jerk reactions and instead remain calm, utilize your financial advisor, and stay the course with minor adjustments to successfully weather the storm.

Investments | Investment Strategy

Will You Run Out Of Money In Retirement?

Many doctors are losing 4 percentage points annually off investment returns! Learn the primary causes of disastrous investment outcomes with solutions for a more successful retirement.

Investments | Investment Strategy

Are You An Investor Or A Gambler?

By understanding your behavioral tendencies you can potentially avoid financial ruin. See whether you identify more with the symptoms of a financial gambler or signs of an investor.

Investments | Investment Strategy

2 Strategies To Help Protect Your Stock Market Gains

The key to being a successful long-term investor? Don’t try to time the stock market!! Instead, build an investment plan that reacts to anything the stock market throws at you.

Investments | Tax Strategies

HSA Investing Made Easy

Most doctors leave their HSA contributions in accounts earning little or no interest, or worse... But there’s a smarter way to manage your HSA, and to take advantage of its perks.

Investments | Investment Strategy

How To Invest To Reduce Risk And Taxes

This will allow you to maximize your after-tax investment returns and sleep better at night for increased peace of mind.

Investments | General/Other

Top 10 Investment Planning Decisions As You Approach Retirement (Part Two)

Allow yourself the freedom and choice to not only have a secure retirement, but to build your legacy.

Investments | General/Other

Top 10 Investment Planning Decisions As You Approach Retirement (Part One)

Get these key financial decisions right by following our advice to “be prepared” for a secure retirement.

Investments | Investment Strategy

Is Your Investment Advisor Making You Money Or Costing You?

The difference between superior and subpar financial planning advice could mean almost $200,000 to your family's wealth…just with this one strategy!

Investments | Tax Strategies

The Best Options For Investing Your HSA Funds

Use these recommendations to take the guesswork out of HSA investing and increase your contribution power!

Investments | General/Other

Who Will Handle Your Family's Investments When You Can't?

As retirement unfolds, a trusted advisor becomes both a coach and partner, helping you protect the nest egg you spent a career working hard to build.

Investments | General/Other

Select The Right Investment Advisor To Achieve Financial Success

Look for these 6 characteristics to find an advisor you can trust to invest your hard-earned dollars.

Investments | Investment Strategy

Active Vs. Passive Investing - What's Best For Your Returns? (Online-Only Article)

The debate will likely continue forever. Here's why we believe that outperforming a fully passive strategy is achievable for doctors.

Investments | Stocks, Bonds, Mutual Funds

5 Strategies To Protect Your Stock Market Gains From Turning Into Losses

What should fully invested doctors do when the stock market is trading at an all-time high?

Investments | General/Other

Crowdfunding Investing: Is It Right For You? (Online-Only Article)

New investment trend in crowdfunding remains very risky for several reasons.

Investments | General/Other

How To Select An Investment Advisor Under The New Rules

Take these 5 five steps to choose an advisor whose interest is aligned with yours, for improved investment performance and greater peace of mind.

Investments | Investment Strategy

Stop Trying To Time The Stock Market!!

Tune out financial media noise and LEAVE IT ALONE! The staggering results of this market timing study create a compelling case for consistent investing.

Investments | General/Other

Top 5 Investment Metrics To Track (Online-Only Article)

With countless financial and investment statistics available, what do you really need to analyze?

Investments | Investment Strategy

Profiting From Stock Market Volatility

While some doctors have panicked and pulled out of the market, others realize that ebbs and flows are a healthy part of the investing game.

Investments | Investment Strategy

How To Reduce Your Stock Market Risk

Investing in individual stocks? Be aware of all of the tools available (like this strategy) to help reduce the volatility in your portfolio.

Investments | Investment Strategy

Making Money In A Volatile Stock Market

The doctor's goal should be to save as much as possible and to give those savings the opportunity to grow. Don't let your emotions hinder this goal.

Investments | General/Other

Is Your Financial Advisor Telling You The Truth? (Online-Only Article)

Here's how to make sure you're getting the real story about your investment portfolio.

Investments | General/Other

Who Is Your Investment Advisor Working For?

If you're paying for investment advice, make sure your advisor is legally obligated to put your interests ahead of their own.

Investments | Tax Strategies

Are You Getting The “Best Bang For Your Buck” With Your Charitable Contributions? (Online-Only Article)

Most doctors use cash to make their charitable contributions. However, there's a better option to help doctors increase net donations, while also reducing taxes.

Investments | Annuities

Is An Indexed Annuity Right For You?

These might smell like roses and daffodils… but don't be fooled by deceptive sales tactics!

Investments | General/Other

Why Is Your Investment Advisor Not Reporting Your Performance? (Online-Only Article)

If you're not holding your advisor accountable, you could end up losing more than $1,500,000!

Investments | General/Other

How Do Your Investment Returns Compare?

Studies show that doctors' actual investment returns routinely underperform by over 4 percentage points annually.

Investments | Investment Strategy

How To Invest With The Stock Market At Record Highs

Stocks hit new highs; time to rebalance?

Investments | Investment Strategy

What Value-Added Services Should You Be Getting From Your Investment Advisor?

If your investment advisor is providing less than 7 of these 10 value-added services, then they're flunking.

Investments | Tax Strategies

Slash Taxes While Conserving Cash Using Donor-Advised Funds

Generous doctors should consider these gifting strategies to boost deductions and have greater flexibility with their donations.

Investments | General/Other

Stock Market Reaches New Highs – How’s Your Advisor’s Performance? (Online-Only Article)

Just because your accounts are up sharply in 2013, doesn’t mean your advisor is having a banner year.

Investments | General/Other

Investment Fees – What's The True Impact On Your Taxes And Portfolio Value? (Online-Only Article)

It may be time to reevaluate what you are paying your investment advisor(s) to manage your assets.

Investments | Investment Strategy

How To Invest Following The Bond Market Rout

Before making adjustments to your bond allocation, make sure you understand what you are doing!

Investments | Investment Outlook

What’s Driving The Stock Market Rally And Will It Last?

The Fed? The economy? Corporate earnings? Improved sentiment? Find out what’s behind the market surge, and what to expect for the future.

Investments | Tax Strategies

Advanced Charitable Gifting Strategies More Lucrative Under New Law (Online-Only Article)

Learn how gifting appreciating property and using donor-advised funds can help slash your taxes.

Investments | General/Other

Key Questions To Ask Your Current (Or Prospective) Investment Advisor

Don't be fooled by unprincipled advisors. Here's what to look for.

Investments | Investment Strategy

Steady Savings Boosts Investment Returns In Volatile Market (Online-Only Article)

Setting up an automatic draft for retirement savings could result in thousands more than simply making lump sum contributions. Here's how.

Investments | Stocks, Bonds, Mutual Funds

Investing In Bonds: Should You Buy Individual Issues, Funds, or ETFs? (Online-Only Article)

Several factors go into choosing which investment path to follow. When it comes to individual bonds, bond funds and ETFs, do you know which option is the best for you?

Investments | General/Other

Getting A Better Measure Of Your Advisor’s Actual Investment Performance

Are you asking your advisor the right questions?

Investments | General/Other

IRS Issues New Cost-Basis Regulations (Online-Only Article)

Are you tracking your gains and losses effectively?

Investments | General/Other

How To Determine Your True Investment Return (Online-Only Article)

Do you know the difference between your personal investment return and your time weighted return?

Investments | Investment Strategy

Act Now To Protect Your Stock Market Gains

If you’re worried about protecting your investments, here are some helpful hints that should put your mind at ease through an inevitable correction.

Investments | Annuities

Variable Annuities: Are They As Good As They Sound? (Online-Only Article)

Variable annuities might serve a purpose for some investors, but do the costs outweigh the benefits?

Investments | General/Other

6 Steps To Selecting An Investment Advisor

There’s nothing worse than having an advisor you don’t get along with. Make sure you choose the right one.

Investments | Tax Strategies

Beware Of The Costly “Wash Sale” Tax Trap! (Online-Only Article)

The wash sale rules could cost you unnecessary federal and state income taxes if you're not careful.

Investments | Tax Strategies

Use Annual Tax Loss Harvesting To Create Tax-Free Practice Sale Proceeds

If done right, harvesting tax losses could add a percentage point to your after-tax rate of return each year.

Investments | Investment Strategy

Use This Disciplined Investment Strategy To Add Millions To Your Retirement Nest Egg

Listening to your emotions may be important in making personal decisions, but can wreak havoc when making investment decisions.

Investments | Investment Strategy

Active Versus Passive Investing – Which Is Best?

Your decision on whether to use active or passive investment management should depend on your investment outlook for the next 10 years.

Investments | Tax Strategies

Tax Court Approves Lucrative Roth IRA Investment Strategy

While most doctors believe that Roth IRAs can be invested only in stocks, bonds, or mutual funds, that's not the case.

Investments | Tax Strategies

Maximize After-Tax Investment Returns With Proper Location; Be Especially Careful With Defined Benefit Investing

By simply investing your assets in the most tax-efficient manner, as we recommend, you could improve after-tax investment returns by 20% or more!

Investments | General/Other

Become A Better Investor By Avoiding These Four Investment “Sins”

Why do so many doctors fare poorly investing?

Investments | General/Other

How To Avoid The $318,248 Investment Mistake

We compared the results of how three doctors reacted during a period of heaving stock market losses.

Investments | Stocks, Bonds, Mutual Funds

Beware the “Star Mutual Fund Manager” Trap

Doctors should heed the advice “past performance is no guarantee of future results” before investing in their next mutual fund.

Investments | General/Other

True Confessions: Don’t Make The Same Investment Mistakes I Did

Learn your investment lessons the easy way by taking the advice of someone who learned the “hard way.”

Investments | Real Estate

Home Values Dropping, Falling Mortgage Interest Rates, Create Unique Investment Opportunity

While home prices are down sharply, use these strategies to generate attractive investment returns on real estate.

Investments | Real Estate

How to Determine if You Should “Pull the Plug” on a Losing Real Estate Investment

Don’t be afraid to cut your losses in real estate; it could be one of the best investment decisions you ever make.

Investments | Stocks, Bonds, Mutual Funds

How to Evaluate Mutual Fund Performance

We find that 80% of doctors are invested in mutual funds with below average investment performance. Are you one of them?

Investments | Investment Strategy

Use Your Cash to Generate Higher Returns

With money market yields so low, should you pay down debt, invest, or both? Manage your cash wisely to increase returns.

Investments | Investment Strategy

Can Market Timing Work For You?

Many doctors let their emotions dictate their investment actions, resulting in the perilous investment strategy of market timing.

Investments | Tax Strategies

Making the “Perfect Storm” Work for You - - How to Create Huge Tax-Free Real Estate Profits Using a Roth IRA

With more doctors now eligible for a Roth IRA, real estate may offer a once in a lifetime investment opportunity.

Investments | General/Other

Eight Steps To Avoid Ponzi-Type Investment Scams

Don’t invest in a “sure thing” until you heed the following precautions to avoid losses.

Investments | Investment Strategy

After the October Stock Market Crash – What Should Your Investment Advisor Be Doing for You?

During times of extreme market turbulence, your investment professional should be proactively in touch with you to assure your investment strategy is appropriat

Investments | Investment Strategy

Stock Market Decline Underscores Importance of Proper Diversification

Doctors have learned the hard way that failing to diversify can result in significant losses during periods of economic uncertainty.

Investments | Real Estate

Top Websites to Improve Residential Real Estate Investing

Before investing in real estate, check out these websites to assure you are making an informed buying decision.

Investments | Stocks, Bonds, Mutual Funds

Five Investments to Avoid

With investment returns much lower over the past eight years, doctors can ill-afford to be “riding the wrong horse.”

Investments | Investment Strategy

Using Defensive Strategies to Limit Your Investment Risk

Doctors worried about stock market volatility should use these strategies to hedge their portfolio.

Investments | General/Other

Doctors’ Top 5 Investment Mistakes

Simply avoiding major investment blunders can generate hundreds of thousands of dollars in additional retirement income.

Investments | Real Estate

Rising Home Foreclosures Create Investment Opportunity

Buying a foreclosed home may have investment upside, but make sure you understand the risks and perform due diligence first.

Investments | Annuities

Beware the Hype – Avoid Equity Indexed Annuities!

In over 25 years, we have yet to see a doctor achieve financial independence through investing in an insurance-based product.

Investments | Investment Strategy

It’s Time for Your Annual Investment Review

Periodically reviewing your investment portfolio can make a huge difference over the long-term.

Investments | General/Other

How Smart An Investor Are You?

Consider yourself a “savvy investor” if you can mark “Yes” to at least 8 out of these 10 questions.

Investments | Investment Strategy

Five Steps for Selecting an Excellent Investment Advisor

What should you be looking for when choosing a professional to manage your money?

Investments | Investment Strategy

Protect Your Net Worth through Diversification

While diversification may not make you a hit at the next dental society meeting, it will help you protect your investment portfolio.