Expertise. Perspective. Care.

It's time to review your Medicare options for 2021. Let's review your Open Enrollment Period options and look at changes to Medicare benefits for 2021.

Among the many uncertainties of 2020 is a particularly controversial presidential election. Perhaps there exists is a pattern in past elections that can make this election less uncertain?

🏆 Meet Dr. Joseph Hollen ’74 (premedical), ’76 AAMD, Distinguished Alumni award winner from the School of Medicine 🏆

As companies grow to become some of the largest firms trading on the US stock market, the returns that push them there can be impressive. But not long after joining the Top 10 largest by market cap, these stocks, on average, lagged the market.

In selecting or retaining a financial advisor, how do you know if you’re making a wise choice? First, There Is Fiduciary. Next, there is Fee-Only. Finally, there is competence and a 'click'.

While the outcomes of the elections are uncertain, one thing we can count on is that plenty of opinions and prognostications will be floated in the days to come. But beyond the potential for changes to tax-law, should long-term investors bother focusing on the market impact of elections?

A checklist for finding a Full-Time Fiduciary. "Everybody claims to be a trusted advisor when some are really only salespeople."

Poor financial health leads to more stress, greater unhappiness, and can adversely affect your medical practice. Those who count on us need us now, more than ever. I’m glad we can be there for them during this storm, and for those unpredictable times ahead.

Logic and history argue for a commitment to value stocks, so investors can be positioned to take part when those shares outperform in the future.

Thinking about moving closer to your adult children? These financial considerations can help you decide.

With student loan debt standing at $1.48 trillion, a majority of today’s millennials are faced with how to pay down their portion while growing their savings and building net worth.

“The first half of 2020 should remind us that investing isn’t about conquering markets; it’s about mastering ourselves.”

The coronavirus pandemic has created much additional stress but it also this silver lining: It’s caused us to be conscious of how fleeting life can be. Perhaps it’s an opportunity to recognize the pernicious effect of stress on our health and to start a program to de-stress.

Will colleges be open for in-person instruction in the fall? This is a question many incoming students are currently facing.

It is not particularly unusual for the market to be concentrated in a handful of stocks. The extraordinary performance of FAANG stocks over the past decade are leading some to wonder if we should expect these stocks to continue such their strong performance going forward.

For better or worse, many of us have had more time than usual to engage in new or different pursuits in 2020. Even if you’re as busy as ever, you may well be revisiting routines you have long taken for granted. Let’s cover eight of the most and least effective ways to spend your time shoring up your financial well-being in the time of the coronavirus.

You've achieved retirement. You put your plan into action without regret, then the world darkens in an economic recession. Are your holdings, hopes, and dreams at risk?

Recessions understandably trigger worries. But a history of positive average performance following a recession can be a comfort for investors wondering about sticking with their plan.

Many investors premise their decisions on the detection of patterns, but the track record of pattern seekers isn't encouraging.

Is it possible that deriving happiness from simply being kind has a basis in science?