Summary of the Business and Personal Tax Provisions On July 4, 2025, President Trump signed The One Big Beautiful Bill Act (OBBB). This new legislation...

According to a study from the Journal of Behavioral Finance, nearly 74% of investors overestimate their investment skills. Why do so many individuals feel so...

Part 2: Increasing Collections and Lowering Overhead to Maximize Profits Key Takeaways Benchmark your practice against peers to set clear goals and success metrics. Boost...

June 2025 Market Update Tariffs, tax legislation, and Fed policy are shaping market dynamics. Stay tuned until the end to hear how the Investment Committee...

There is no better way to celebrate the Fourth of July than tasting the culinary offerings of an American summer. From processed meats to sweet...

Cognitive biases are systematic errors in thinking and affect how we perceive information and make decisions. Since they can be unconscious mental shortcuts, identifying and...

An associate doctor is the highest salaried employee in a practice outside of the owning doctor, so bringing an associate on can be a daunting...

The power of compounding interest is most impactful over time, when interest has the opportunity to maximize the return on your savings. However, being young...

Part 1: Grow Production by Maximizing Patient Visits Key Takeaways The Profitability Formula outlines a strategy for increasing revenue. A steady stream of patients coming...

Between tracking collections, managing insurance and raising fees, it can be difficult to accurately gauge your practice’s metrics and identify areas for improvement. With the...

A Northwestern Mutual study shows that 75% of people who work with an advisor feel financially prepared for retirement versus only 45% of people that...