April 23, 2018 Weekly Update

April 23, 2018 Weekly Update

Week in Review Global equity markets were positive for the week as stronger-than-expected earnings reports and solid economic data supported gains. The strong start to Q1 earnings season was a welcome distraction from the recent whirlwind of geopolitical uncertainties, with the six largest US banks reporting growth of 24% compared to the 17% expectation. While ... Read More
 
April 17, 2018 Weekly Update

April 17, 2018 Weekly Update

Broad equity markets experienced strong gains during the week as investors geared up for the start of Q1 2018 earnings season. Bolstered by a sturdy economy and December’s corporate tax cuts, the blended earnings growth rate for the S&P 500 is expected to be 17.3%, which would mark the strongest quarter of growth since Q1 ... Read More
 
It’s Tax Season: How Will the Big Changes Affect Physicians?

It’s Tax Season: How Will the Big Changes Affect Physicians?

April 17th is right around the corner, and everyone is talking about the new tax laws. Here are the key takeaways to help you understand the changes and maximize your return as a practicing physician. Small businesses are getting bigger breaks with the business income left after you pay yourself a salary. Affecting self-employed physicians, ... Read More
 
2018 Newsletters

2018 Newsletters

The Advisor The Advisor – January 2018 The Advisor – February 2018 The Advisor – March 2018 The Advisor – April 2018 
 
2017 Newsletters

2017 Newsletters

The Advisor The Advisor – January 2017 The Advisor – February 2017 The Advisor – March 2017 The Advisor – April 2017 The Advisor – May 2017 The Advisor – June 2017 The Advisor – July 2017 The Advisor – August 2017 The Advisor – September 2017 The Advisor – October 2017 The Advisor –  November 2017 The ... Read More
 
How Much Life Insurance Do You Really Need?

How Much Life Insurance Do You Really Need?

One of the questions we get a lot is “How much life insurance do I need?”  First, here are some considerations: 1 in 5 people wished their spouse or partner had life insurance or more of it. 29% say they would feel the financial impact from the death of a primary wage earner in one ... Read More
 
End-of-Year Planning: Your Financial Checklist!

End-of-Year Planning: Your Financial Checklist!

Our goal is to help you make confident financial choices every day and – ultimately – help you thrive. Ready to get organized for the New Year? We can help make sure everything is in order. Here’s a handy checklist to ensure you’re thinking about everything you should be with a new year around the ... Read More
 
Your Annual Reminder: Review Your Accounts!

Your Annual Reminder: Review Your Accounts!

It’s the end of the year, and as things slow down and you have more time to reflect on what’s important, don’t forget to review your accounts and policies to make sure everything is in order. Here are some things to consider as the year comes to a close.   Do you have the coverage ... Read More