Long-Term Strategies Capitalize on Market Dislocation The words “Happy New Year” need not apply when it comes to the markets in 2022.  Volatility began at...

Leverage This Conflict Resolution Cycle for a Peaceful Dental Practice Transition Successful dental partnerships are rarely just about dentistry. Partnerships are first and foremost relationships,...

With an unsteady stock market, is now the time to take advantage of the market, or stay away? Hunter and Judson advise that depending on when you...

If you take your money out of various tax environments inefficiently, it can decrease the longevity of the investment by 30%. The guys dive into...

Inflation-adjusted limits offer additional savings opportunity This year, investors have an even greater opportunity to save for retirement. The IRS recently released its inflation-adjusted contribution...

When it comes to your investment portfolio, true asset allocation is an art. It’s also a practice that can make or break your portfolio over...

Step through the reporting process guidelines The Department of Health and Human Services (HHS) recently released the reporting standards, timelines and submission guidelines for healthcare...

The last couple of years have been quite the wild ride. Just as it seemed the dental world was working its way out of the...

Your financial risk tolerance will vary from your neighbors and friends and may even change from year to year. Wealth Advisor Natalie Young talks through...

Dr. Ryan Shinska shares his story of how he left his dental career in Baton Rouge behind to move to Africa to build a sustainable...

Most things in life are meant to grow and mature over time, and that includes your financial plan. There is a defined financial lifecycle that,...