Viewing entries in
Investment Strategies

A New Way to Measure the Value of a Company

A New Way to Measure the Value of a Company

Fundamental Weighted Indexing aims to produce the best returns by identifying the most sustainable businesses. It's easy to get swept up into the hype of high market cap stocks the same way it's easy to get swept up into the hype of a Major League home run hitter. But if sustainability is part of the goal, a more creative approach to measuring success and failure is needed. That's what this revolutionary form of indexing is all about.

How Your Personality Affects Your Financial Strategy

How Your Personality Affects Your Financial Strategy

You may be asking, "How in the world can you make recommendations and know what is best for someone?" The simple answer is that you can't, unless you know your client. This is why the relationship is so important in the financial planning process. We want to know who you are and more than just what you want, we need to know how you make decisions, your weaknesses, strengths, personality flaws, etc. The better we know you as your financial planner, the more we can help you. 

Donor-Advised Fund: Investments that Change the World

Donor-Advised Fund: Investments that Change the World

What impact would you like to make in your world? As a physician, the well-being of others clearly matters to you. But where - outside of your medical practice - might you also make a difference, especially with the financial opportunities available to many in the medical profession? Here are four easy ways to begin a life-long journey of turning your financial resources into real change for people who need it most.

Retirement Planning: Start with the End in Mind

Retirement Planning: Start with the End in Mind

83% of physicians under age 40 claim that they have unique or more complicated financial needs than other professions. I believe this to be true as well, but you have to find the time to address the unique or more complicated financial needs – otherwise you’ll resort to a “get rich quick” scheme in later years because it will be too late to fix.

How a Millionaire Contributes to a Roth IRA

How a Millionaire Contributes to a Roth IRA

A Backdoor Roth Conversion makes sense for some, but not for all. A strong financial strategy will help you know whether this tool will be of benefit to you when the time comes to make withdrawals from your retirement savings.