David Robinson, CFP®

Medical professionals are naturally mindful of the risk of claims on their assets, but many wrongly assume that having adequate professional malpractice insurance is protection enough. They’re overlooking other types of claims — those having nothing to do with their professional practices.

How do you measure the success of your portfolio? If you’re like most investors, you probably compare the performance of your portfolio to a major index, such as the S&P 500. But this might not be the best approach. Often, investors won’t see the same gains in their portfolios as they do in the S&P, mostly because the S&P 50 is cap weighted.