InSight

Tag: Investment

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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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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Articles
Kevin Taylor

Cash Flow: 6 Successes For Your Dental Practice (2/2)

Continued from Cash Flow: 6 Successes For Your Dental Practice (1/2) A cornerstone of any business is having a mastery over your revenue and cash flow. Lucky for our dentist clients, they have a fantastic capacity for inflow, but disproportionately

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