InSight

Category: Articles

Articles
Peter Locke

Engagement Rings and Wedding Costs

You can always upgrade…I know it’s not what you wanted to hear but it’s the right answer. Generally, spend what you can afford should be the mantra for Wedding Costs. De Beers a long time ago said two times your

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Investments for Dentists
Articles
Kevin Taylor

Best Investments for Dentists

What are the best investments for dentists? You’ve invested in your education, in your practice, and in your staff, but how do you make investments for yourself to ensure the health of your personal retirement and practice? These are the

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starting your dental career
Articles
Peter Locke

Starting your Dental Career

How can you get to the point where you’re ready to own your own dentist practice and begin starting your dental career. You’re a freshly minted DDS or DMD and you’re feeling great. Finally you can start making some money

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Articles
Peter Locke

What’s the value? 

This is the untold story of what happens to most people that meet with financial advisors not CERTIFIED FINANCIAL PLANNERS™.  Whether you’re at a big brokerage firm, insurance company, or on a robo advisor platform, the stories are the same.  

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credit card
Articles
Peter Locke

Should you pay off your credit card or save?

The short answer is usually to always pay off high interest erosive debt like a credit card first (The First 8 “Good” Money Habits). You cannot consistently return more than credit card interests rates, therefore, you should pay it off

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Private Placements
Articles
Peter Locke

Private Placements in your IRA & 401(k)

A Self-Directed IRA (SDIRA) is very similar to a traditional IRA but gives you more ways to diversify your investments and retirement savings and can include using Private Placements. The SDIRA gives you greater control and flexibility by investing in

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Dental Investor
Articles
Kevin Taylor

You Earned Your DDS/DMD, but Are You a Dental Investor?

Taking the time to build your education and skill is important regardless what profession you are in. Of course, some of these take more outlay than others. Becoming specialized in a field is something dentists understand well. Financial advisors are

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Articles
Kevin Taylor

Not just outperformance, the right performance

We are a firm that believes the majority of a client’s ability to generate wealth happens from decisions made outside of their investment portfolio. However, we take our role as active managers seriously and have developed a fundamentals-driven process to

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tax planning
Articles
Kevin Taylor

Year-End Tax Planning Under the Biden Administration

A lack of political clarity means not knowing whether Democrats can push their legislative agenda faster. If Democrats gain control of the US Senate, Republicans won’t have the control to force legislation gridlock. Therefore, without this crucial information year end

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Articles
Peter Locke

Sudden Wealth Planning

For those that are thinking about passing wealth on, they must think about how they want that wealth to be spent. For the people that are inheriting wealth, you may have other ideas in mind.  Both people have their own

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