Investing

Discover essential financial planning strategies tailored for physicians, focusing on tax efficiency, liquidity, and aligning goals for lasting wealth management.

Like common stocks, preferred stocks represent minute slices of company ownership, as they’re a form of equity. But like bonds, they’re a fixed-income security that pays yield, in the form of dividends.

Almost nobody is naturally good at all five of these lifetime money matters.

Right now is the best time for doctors to develop financial awareness that will be the foundation of long-term success.

What to make of the market right now? Here are insights on factors driving consolidation and strategies to build value in the physician practice management sector.

Creating a plan and sticking to it is the key to investment success

Various types of annuities offer advantages but choosing the right annuity for your situation is crucial

Lack of awareness leads many to overlook these potent financial tools

Discover strategies for investing during a volatile market, focusing on long-term gains while avoiding common pitfalls and emotional trading mistakes.

New physicians need to learn essential financial habits to manage student debt, budget wisely, and start retirement savings early for a secure future.

Plus, tips to evaluate project and fund sponsors.

Buybacks are often illogically equated with dividends — the direct distribution of profits to shareholders in cash on a periodic basis at the discretion of corporate boards.

What to make of the market right now? Here are insights on factors driving consolidation and strategies to build value in the physician practice management sector.

Almost nobody is naturally good at all five of the lifetime money activities

Physicians plan for patients’ futures. It’s time to plan for their own with digital estate debt tools.

Are we solving a medical crisis or creating a financial catastrophe?

The impact of these tariffs on the global market has been significant. What's next for investors?

These tax-efficient strategies can help doctors make the most of the financial rewards they spent years working to achieve.

Trump's tariff announcements led to a stock market meltdown with trillions of dollars of losses from retirement accounts — at least on paper. What now? Here's what investors should consider.

Tariffs will likely result in rising costs and supply chain disruptions that will reshape the economic outlook for the global economy — and your business too.

Buybacks are often illogically equated with dividends—the direct distribution of profits to shareholders in cash on a periodic basis at the discretion of corporate boards.

Fed’s key inflation measure showed the biggest monthly gain since January 2024

Income annuities help ensure a worry-free retirement and offer tax advantages.

Looking for a place to weather the economic storm? Read on

Rule of thumb on how much retirees can withdraw from their investment portfolio annually is just a rough starting point.

For most investors, energy is a challenging stock investment to get their heads around.

Exports are projected to grow tremendously long-term

Navigating student loan repayment as a doctor requires strategic tax planning — smart filing choices can lower payments, maximize forgiveness and enhance financial flexibility.

The financial life of doctors evolves quickly. Here’s why you should protect your assets — and your family — if something should happen.

These tax-efficient strategies can help doctors make the most of the financial rewards they spent years working to achieve.