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Stay Safe Online While Traveling and Shopping
We hope your holidays will be filled with family, friends, merry-making, and…
Wealth Management, Philanthropy, and How You Can Make a Bigger Impact
Does philanthropy have a role in a wealth management strategy? One of…
Patient Conversations: Getting THEM To Ask The Questions
It happens to every dentist. After an exam, you talk to the…
5 Financial Concepts to Learn to Get the Most Out of Your 401(k)
Understanding a core group of financial concepts can make the difference between…
Your Retirement Plan Can Keep Employees Emotionally Invested
Could the retirement plan you offer your employees help improve employee engagement?…
Opportunity Cost, the FOMO, and Wealth Management
One of the first lessons we learn as human beings is that…
Grow Your Dental Practice Without Increasing Your Workload: 3 Ways
One of the most challenging parts of running a successful dental practice…
‘Tis the Season for Solid Stock Market Earnings
The U.S. stock market, which is trading at all-time highs, tends to…
Keep Buying The Avocado Toast… Build Wealth, and Stop Wasting Money on Things You Don’t Like Instead
Building wealth doesn’t have to mean sacrificing happiness and pleasure now for…
Using Your 401(k) Plan to Motivate Employees
Are you getting the most out of your team? Did you know…
Why Asset Management is Critical to Effective Wealth Management
When people talk about wealth management, they are usually talking about asset…
Will There Be A Recession?
History has a way or repeating itself, which leads us to believe…
Grow Your Dental Practice Faster by Increasing Patient Retention Rates
What’s the best way to grow your dental practice? If you’re…
Trade War and the China Conundrum
Economic trends in China give plenty of reasons to appreciate the intensity…
Your Retirement Account Balance: How Checking Too Often Can Harm You Financially
Setting up and contributing to a retirement account is a critical first…
Housing Prices Continue to Cool
Housing prices continue to cool, but we look for the housing industry…
How to Encourage Your Employees to Save More for Retirement
Every year a new retirement study is released, and every year the…
So-Called Trade War Slows GDP Growth Rate
2Q GDP GROWTH RATE LOWERED TO 2.0% The Commerce Department lowered its…
Are you Training the Next Generation to Handle the Wealth you Leave Behind?
Over the next three decades, younger generations will inherit over $30 trillion….
What Employers Need to Know About Retirement Plan Fees
What do employers need to know about retirement plan fees? Employees are…
How to Attract Better Patients to Your Dental Practice
Attracting high-quality patients may not be as difficult as you think. Something…
If You Want Free Money, Max Out Your 401(k) Contributions
Everyone claims they want more money, but few of us are doing…
Unused Vacation Days Can Be Costly
Unused vacation days can be costly. Would you give up a share…
Are You A Good Boss
Are You a Good Boss? The most important element in building a…
