Assessing Financial Goals of Millennial Physicians: Heart is in right place, but is there a passive income plan?

Providing a comfortable retirement for self and spouse is the top financial goal of young physicians, according to statistics compiled by Laura Dyrdra for Other goals [...]

Accredited Investors Enjoy Wealth Creation Opportunities Far Better Than Mutual Funds.

Many physicians hand off their money to brokers and money managers thinking that’s the best they can do. The funds are then invested in mutual funds exchange traded funds (ETFs) and other [...]

Real Estate? Brokerage investments? Have both – and less risk – with securities-backed loans

By Greg Hutto, CFA, CFP® Many investors are understandably concerned that the apocalypse with stocks may be upon us soon.  The specter of rising interest rates, uncertainty with the recent [...]