Andrew Taylor, CFP

Individuals in the highest income tax brackets may discover unpleasant surprises this year when they learn of their investment tax liability.

Right now the U.S. markets are strong, but many investors are concerned about possible volatility as a result of the global economy. As such, it is crucial that well-informed investors, including physicians, adjust their investment behavior accordingly.

Gain a greater understanding of any potential factors that may influence your advisor's financial recommendations by asking the right questions.

Two questions that will help investors gain a better understanding of any factors that may influence your advisor's financial recommendations.

Over the last few years, many physicians have re-examined not only their investment assumptions, but also their relationships with investment advisory professionals after high-profile scams and mismanagement.