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Services • Financial Management • Taxable Investments
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Taxable Investments
Investing in taxable accounts is a critical component of building long-term wealth while maintaining financial flexibility.
At Physicians Thrive, we offer tailored taxable investment strategies designed specifically for physicians.
Our focus is on helping you grow your wealth efficiently while minimizing your tax burden.
Whether you’re just starting your investment journey or seeking to optimize your current portfolio, we provide tax-efficient solutions that align with your goals, income, and career stage.
How it Works
Our approach to taxable investments combines personalized planning, proactive tax management, and strategic growth.
We begin with an in-depth assessment of your financial situation, goals, and risk tolerance. From there, we design a diversified, tax-efficient portfolio that minimizes liabilities while maximizing after-tax returns.
Our services include tax-loss harvesting, dividend optimization, and careful capital gains management.
We continuously monitor your portfolio to adapt to changing market conditions, ensuring your investments remain aligned with your evolving financial objectives.
Tax-Efficient Strategies
We focus on reducing your tax burden with smart asset placement, tax-loss harvesting, and qualified dividend optimization to enhance after-tax returns.
Diversified Portfolios
Our advisors create personalized, diversified investment plans that balance growth, risk, and liquidity while integrating seamlessly with your broader financial strategy.
Proactive Management
We continuously monitor and adjust your portfolio, staying ahead of market changes and tax law updates to ensure your investments perform efficiently and effectively.
Frequently Asked Questions
What are taxable investment accounts, and why are they important?
Taxable investment accounts are non-retirement accounts where you can invest in stocks, bonds, and other assets. They offer flexibility, liquidity, and no contribution limits, making them ideal for long-term wealth building.
How can I minimize taxes on my investments?
We use strategies such as tax-loss harvesting, holding tax-efficient funds, and optimizing dividends to reduce tax liability while ensuring strong investment growth.
Can taxable investments be integrated with my retirement plan?
Yes. Our approach ensures that taxable accounts complement retirement and tax-advantaged accounts, aligning all investments with your financial goals and tax strategy.
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110,500 Physicians
…and Counting
We’ve educated and served thousands of physicians.
Our team has helped physicians in all 50 states better understand their unique financial situations.
7,000+ satisfied physicians
– Jigar Panchal
I worked with Dave Swan recently for disability insurance. Dave and his team were very professional and courteous. He was always available for questions and was overall a pleasure to work with.
– Saurabh Singhal
I couldn’t recommend Dave & Steve Stratman for contract review services more. I also further have a meeting set with Dave to discuss disability insurance and continue our discussion about financial education and planning in the upcoming weeks.
– Nick Peacock
Great company to work with, helped me set up own occupation disability insurance and were very helpful and great at explaining things along the way.
– Ealena Callender
I have been very pleased with Physician’s Thrive. Their representatives are always responsive and helpful. Michaela is pleasant and eager to help. It is great to have one reliable place to go for a wide range of services. I highly recommend them to anyone who asks.
– Doug Zaruta
Top notch all-inclusive financial planning, contract review, accounting, tax planning, and more. Dave Swan is a true professional with strong values and integrity. He and the entire team at Physician’s Thrive are trustworthy, reliable, and accessible.
– Jake Luther
Michaela provided excellent advice regarding student loan repayment, investments, and home buying when I was entering residency. I highly recommend her and this company for any physicians that are in search of financial advising.
– Colton Roessner
Michaela gave a great presentation on medical student financial literacy and making the transition from student to resident to attending physician. I would highly recommend her for anyone with financial questions about medical student loans and financial planning!
