Money, Family, Taxes, and Everything in Between.
Why Many Physicians Will Get Crushed by Wall Street and Private Equity
The story of healthcare and big business is being written right now. You don’t want to be the Blockbuster in the Netflix story!
You don’t want to leave yourself vulnerable as a result of these 2 crucial aspects.
Behind the Smile: A Grateful Patient's Insight into Physician Burnout
I was lying in the street, blood flowing from my body, and 2 bones sticking out where my hand used to be. The world came to a stop, and I had to make a decision.
Rich Doctor, Poor Doctor: A Tale of Two Physicians
Once upon a time, in a bustling city, two young doctors set out on a journey of financial freedom. Dr. Edmund and Dr. Leo, surgeons in the local orthopedic group, had managed to save $200,000 each. As they embarked on their careers, they knew they had to invest this money wisely for a comfortable and secure future...
Why Medical Specialists Need Financial Specialists
Like treating a high-risk medical case, wise physicians work with specialists to ensure the security of their financial future.
Why Doctors Should Consider Investing Before Paying Off Student Loans
The wrong decision today will have major consequences down the road. So, what is the right decision?
How Much Does a Physician Actually Need to Retire?
Is your GPS properly set for the road to retirement? The destination may be further than you thought if you weren’t prepared for the 4% rule.
*These articles are opinion. It is not financial advice, nor is it an offer to sell a security. Anyone interested in investing must first schedule a call with our team and review our private placement memorandums before investing or joining.