Manage risk, not return – the timeline for college planning is somewhere between 0 and 20ish years. And unlike most of your investments listing the timetable is a non-starter. Families don’t want to see their children delay college because markets are sluggish. So managing the account should center around the
Everyone needs to plan and when you fail to plan; you will create a storm of questions and controversy your family may not be prepared to solve. When we hear the term estate plan, most times we think it is for the super-wealthy. But everyone, especially dentists, need to have
In recent years, sustainable investing has gained significant momentum as investors increasingly recognize the importance of aligning financial goals with sustainability principles. While the pursuit of financial returns remains essential, a growing number of investors are incorporating risk management into their investment strategies through the lens of investment altruism. In
