Equities Gain While Uncertainty Remains

July 9, 2025February 19, 2020 by Justin Nabity

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Markets gained this week as news surrounding the Coronavirus shifted from the virus spreading to controlling the outbreak. Real estate led the S&P sectors this week, finishing ahead of consumer discretionary and utilities to round out the strongest sectors. Markets are still closely monitoring developments regarding the spread of the Coronavirus. New cases seem to … Read more

Choosing the Right Executor for Your Estate

June 27, 2024February 19, 2020 by Justin Nabity

When it comes to estate planning, most physicians are familiar with the importance of establishing a legal will. However, many doctors overlook another key aspect of estate planning: choosing an executor for your estate. Accordingly, an executor is the person legally responsible for fulfilling the deceased’s financial obligations and for overseeing the distribution of assets … Read more

Equities Rebound in Spite of Virus Fears

July 9, 2025February 11, 2020 by Justin Nabity

Markets recovered this week as fears surrounding the impact of the Coronavirus receded. Technology led the S&P sectors for the third consecutive week, finishing ahead of materials and health care to round out the strongest sectors. Markets are still anxiously awaiting developments regarding the spread of the Coronavirus. New cases have sprung up around the … Read more

Virus Fears Spark Global Retreat from Equities

July 9, 2025February 4, 2020 by Justin Nabity

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Markets fell again this week as global leaders rushed to control the impact of the Coronavirus. Utilities led the S&P sectors for the third consecutive week, finishing ahead of consumer discretionary and consumer staples to round out the strongest sectors. Markets are still anxiously awaiting developments regarding the spread of the Coronavirus. New cases have … Read more

The World Holds Its Breath on the Coronavirus

July 9, 2025January 27, 2020 by Justin Nabity

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Markets fell this week as the world tries to contain the spread of the Coronavirus. Utilities led the S&P sectors for the second consecutive week. Finishing ahead of Real Estate and Technology to round out the strongest sectors. Markets are anxiously awaiting developments regarding the spread of the Coronavirus as some experts fear that the … Read more

What does the SECURE Act mean for physicians?

June 27, 2024January 21, 2020 by Justin Nabity

The new year is bringing major tax changes for some physicians, as the Setting Up Every Community for Retirement Enhancement (SECURE) Act takes effect. For instance, they passed the SECURE Act into law in December 2019 as part of the new government spending package, and it contains legislation intended to make retirement planning more accessible, … Read more

Phase One Complete

July 9, 2025January 21, 2020 by Justin Nabity

Markets rallied this week as all major equity indices returned strong gains. Utilities led the S&P sectors, finishing ahead of Technology and Materials to round out the strongest sectors. Markets cheered as U.S. economic data impressed and the long awaited U.S. – China “phase one” trade deal was signed. European indices returned solid gains this … Read more

Markets Breathe a Sigh of Relief

July 9, 2025January 13, 2020 by Justin Nabity

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Markets proceeded cautiously this week, with major equity indices either returning gains or slight losses. Technology took the lead, finishing ahead of communications and healthcare to round out the strongest sectors. Geopolitical tensions dominated the stage this week, as markets nervously awaited developments between the U.S. and Iran. Markets recovered as the risks of further … Read more

Off to to the Races for 2020

July 9, 2025January 7, 2020 by Justin Nabity

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Markets finished mixed in the first week of 2020, with major equity indices only deviating slightly from the prior week. Industrials took the lead, finishing ahead of energy and technology to round out the strongest sectors. Due to the shortened holiday trading week, markets had a comparatively calm week. Volumes and volatility should pick back … Read more

5 Tax Planning Strategies for Physicians

October 3, 2023January 3, 2020 by Justin Nabity

Compared to professionals in other industries, physicians rank among some of the highest-paid individuals in the United States. And, as all American workers know, the more you earn, the more you pay in income taxes.

The 2020 tax season is quickly approaching. If you haven’t already started planning how you’re going to file your fiscal 2020 tax returns, the time to start is right now. By putting the right strategies in place, you can reduce your tax burden and devise a sound financial plan for retirement.

Ready to learn how?

From diversifying investments to reducing taxable income, here are the five tax planning strategies every physician needs to know.

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