Category "Wealth Management"

Active Versus Passive Management

Active Versus Passive Management (0)

CNBC article by Sarah O’Brien When it comes to whether investors should put their money in passively managed funds or those that are actively managed, financial advisors voice a range of

Your Year End Financial Check Up

Your Year End Financial Check Up (0)

Fox Business Article It may fall outside the realm of ObamaCare, but it is a good idea to give your collective debt an end of the year checkup. Consider which

How To Invest In Healthcare Like a Pro in 2016

How To Invest In Healthcare Like a Pro in 2016 (0)

US News article by Matt Whittaker Even with the run-up in health care stocks in recent years, it’s not too late for investors to add a dose of drugmakers, hospitals or

When Politics and Health Collide

When Politics and Health Collide (0)

Investment U. article by Andrew Snyder Health and politics should never meet. But when they do (and they certainly have), you can be sure not only your well-being is at stake…

5 Tricks To Lower Your 2015 Tax Burden

5 Tricks To Lower Your 2015 Tax Burden (0)

Medscape article by Dennis G. Murray, MA When it comes to life activities, the advice to “keep it simple” makes good sense. When it comes to saving money on your annual tax bill,

Doctors Struggle To Handle Their Finances

Doctors Struggle To Handle Their Finances (0)

Plan Advisor article by Jill Cornfield While the financial well-being of physicians may seem healthy on the surface, nearly half fall short of recommended retirement savings rates, according to data from

Wealthy Retirees Worry They May Outlive Their Savings

Wealthy Retirees Worry They May Outlive Their Savings (0)

NY Post article by John Aidan Byrne Blood is thicker than water — except for some super-rich Americans. While that’s good news for the growing multimillion-dollar elder health-care industrial complex, it’s

Top 10 Tax Friendly States For Retirees

Top 10 Tax Friendly States For Retirees (0)

Huffington Post article by Shelley Emling People consider all kinds of factors when deciding where to retire — everything from weather and crime to healthcare and walkability. But if money is

How to Manage a Cash Windfall

How to Manage a Cash Windfall (0)

Phuket Gazette article by Don Freeman Consider the following investing dilemma: You have recently received a large sum of money (from a pension payout, inheritance, the sale of property or a

How to Manage Wealth Across Generations

How to Manage Wealth Across Generations (0)

Morningstar article by Sarah Newcomb Cross-cultural psychology can help your family avoid the pattern of wealth creation and loss. Nearly every culture in the world has a term for it.

Want To Get Rid Of Your Med School Debt?

Want To Get Rid Of Your Med School Debt? (0)

Medscape article by Dennis G. Murray, MA The Title ‘Doctor’ Doesn’t Mandate a Ferrari It might be funny if it weren’t true: Among medical students who have outstanding education loans, the

Want To Start Your Own Pension Plan? Here’s How.

Want To Start Your Own Pension Plan? Here’s How. (0)

HCP Live article by David Alemian Would you like to have your own modern, private pension plan? Modern, private pension plans are similar to the good old pension plans of yesteryear

Women May be less Prepared for the Death of their Spouse

Women May be less Prepared for the Death of their Spouse (0)

MarketWatch article by Quentin Fottrell Even if you have above-average wealth, like Facebook Chief Operating Officer Sheryl Sandberg, who lost her husband suddenly earlier this year, it’s important for couples

Annuities: What Are The Options?

Annuities: What Are The Options? (0)

HCP Live article by Bill Schu Our goal here is to give you the basics, and to simplify the concept of annuities as much as is possible. Once you determine which

Doctor Accused of Seducing Patient… and Inherits Huge Estate

Doctor Accused of Seducing Patient… and Inherits Huge Estate (0)

Law Professor article by Gerry W. Beyer A New York doctor has been accused by the family of a former patient for seducing, then getting the patient to disinherit her family

5 Ways To Improve Medicare’s Impact

5 Ways To Improve Medicare’s Impact (0)

Huffpost article by Linda P. Fried On July 30, 1965 — 50 years ago — Medicare became law. With the stroke of a pen, President Lyndon B. Johnson transformed the lives

5 Essential Life Documents For Common Law Couples

5 Essential Life Documents For Common Law Couples (0)

Forbes article by Judy Martel A trip down the aisle rewards couples with more than the glow of wedded bliss. They also enjoy a variety of legal and financial advantages

8 Investing Mistakes Doctors Make

8 Investing Mistakes Doctors Make (0)

Medscape article by Leslie Kane, MA Searching for That Winning Investment Physicians have long tried to maximize their earnings by making investments. Although many doctors have done well, others have ended

Why Investing Is So Complicated, and How to Make It Simpler

Why Investing Is So Complicated, and How to Make It Simpler (0)

NYT article by Sendhil Mullainathan I finally faced up to something I had been dreading. After years of procrastinating, I logged on to my retirement account. Just working my way

Doctors’ Financial Interests, and Potential Conflicts, Have Become Public Information

Doctors’ Financial Interests, and Potential Conflicts, Have Become Public Information (0)

Star Tribune article by Joe Carlson Dr. Hamid Abbasi performs a new kind of back surgery that he promotes as offering great results with minimal physical trauma. The website for