November 2014

November 21st, 2014

Congrats to Dave, whom Medical Economics named as one of 2014's Best Financial Advisers for Doctors.

November 19th, 2014

Among the many threads discussed during our recent Physician Financial Success podcast was the following sentiment: “A meeting without both of the parties, both of the spouses, is not very useful.”

The best wealth managers strive to learn as much as they can about what is agreed-upon and where tensions may lie in their clients’ relationships. They do this because they know that habits, goals and desires drive couples’ financial lives, and when couples diverge, there can be big consequences for a financial plan.

Of course, the search for financial compatibility can be taken to extremes.

November 11th, 2014

As I mentioned a few weeks ago, Dave and Jim recently spoke on The Physician Financial Success podcast regarding our program. Without further ado, check out the podcast here.

November 7th, 2014

In September and October of this year, members of our firm either cycled or served as crew members in two great charity events-Bike MS: City to Shore and The Ride to Conquer Cancer. We had a lot of fun and are so proud to have made a contribution toward these causes. We are so grateful to each and every one of our supporters.

November 5th, 2014

There has been an uptick in the number of tax fraud cases against healthcare workers in recent months.

Possibly resulting from the same type of large-retailer data breach that has made headlines recently, this scam involves the theft of your Social Security number which is then used to file a fradulent tax return and claim a large refund. If you are affected, the AMA offers some tips