David Robinson, a Certified Financial Planner, is founder/CEO of 

, an SEC-registered firm in Phoenix that provides fiduciary services to help clients achieve their financial goals. His practice focuses on helping wealthy individuals with custom financial plans, and using a holistic approach to grow/protect wealth, manage taxes, identify insurance solutions, prepare for retirement and manage estate plans.

Articles

When used in tandem, the two methods can work together in ways that deliver the best of both worlds while compensating for the downsides of each.   

Active and Passive Management Working in Harmony

Special type of annuity lets you cut IRA RMDs next year, cut taxes and guarantee more lifetime income in old age.

Shrink Your RMDs in 2021 and Beyond

Creating criteria by which you judge an opportunity goes beyond looking at the surface and includes watching for warning signs of predatory organizations.








Nonclinical Job Warning Signs 

Dividends can be a good way to get investment income, but many investors focus on this so much that they reduce their potential total portfolio gains.

The Pitfalls of Focusing Too Much on Dividends

Even if your students aren’t allowed to have personal contact with your patients, they can become proficient in issues that weren’t ever considered prior to this crisis.

Providing a Learning Environment for Medical Students During the COVID-19 Crisis

The phrase "nonclinical career" tends to be used interchangeably with "leaving medicine," which is far from accurate.

5 Benefits to Having a Nonclinical Job as a Doctor

What we can learn from an epidemiologist’s rise to social media stardom.

Content Creation in the Age of COVID-19

For doctors who previously resisted technology, the adjustment can be daunting.

Going Digital: The Essential Guide to Getting Started in Telemedicine

This Overlooked Fixed-Income Vehicle Pays High Yields 

Here some key questions to ask before buying.

Lifestyle