Articles

How to boost yields without paying surrender penalties.

Have lower-yielding or underperforming annuities or CDs?  

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.

As a result, parents with highly appreciated retirement accounts may want to rethink bequests.

New tax rules are a game changer for family estate planning 

An explainer on the many changes coming to student loans, and what physicians need to know.

Rundown of recent student loan updates: What physicians need to know

What are ‘COVID dollars’ and why are the important for valuation and sale price of a healthcare business?

Healthcare Transactions: Why 'COVID Dollars' Are Not All the Same

Dave S. Gilreath, a certified financial planner, is a 40-year veteran of the financial services industry. He established Sheaff Brock Investment Advisors LLC, a portfolio management company based in Indianapolis, with partner Ron Brock in 2001. The firm manages more than $1 billion in assets nationwide.

Stock market turbulence may increase in the coming weeks. Yet investors shouldn’t be looking around for parachutes marked “sell.”

Positioning in a chaotic stock market with key sectors

A bond ladder is a strategy that involves buying bonds of varying, sequential maturities, enabling investors to rotate into higher-yielding bonds as rates rise, adding rungs to the ladder. 

Building bond ladders eases investor angst

The president’s student loan initiative only covers a portion of the average debt of medical school, but the Association of American Medical Colleges says it still does some good.

What Biden's student debt forgiveness plan means for physicians

Positioning your portfolio for price stability and growth


Looking beyond high inflation 

Earning ancillary income as an expert witness in malpractice and other cases can be a rewarding gig for practicing physicians.

How to earn income as a physician expert witness

The sweeping legislation contains tax code reform, health care provisions and climate change action. What does it mean for physicians?

Tax increases coming? What physicians need to know about the Inflation Reduction Act 

Physician’s Money Digest is the best source for practical, forward-looking and insightful content to help physicians meet their financial goals.

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