May 10, 2018 Weekly Market Update

The US economy added 164,000 jobs in April. Though this fell slightly short of the expected 193,000, the overall trend in job creation remains positive as the year-to-date average is still above 200,000. With the continued healthy pace of job creation, the unemployment rate dropped to 3.9% – its lowest level since December 2000. As ... Read More

May 2, 2018 Weekly Update

Broad markets were slightly negative for the week as rising rate concerns offset strong earnings and economic data. On Tuesday, the 10-year treasury yield officially reached the psychological threshold of 3% for the first time since January 2014. As rates continued to rise early in the week, equity markets slumped as investors feared higher interest ... Read More

401k Plan Options

Our constant approach to serving physicians is education. In light of this approach, Physicians Thrive wanted to share some information regarding all the options for managing retirement plans from former employers. Keep in the old 401k or Rollover into your new employer’s plan Each 401k provider has a “menu of investments” that participants can choose from. ... Read More

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

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?

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

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

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?

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!

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