Enough About Portfolio Return, Let’s Discuss Measuring and Understanding Portfolio Risk. How will your portfolio survive in a down market? Several economists are predicting a recession for the U.S. economy in 2008. Some believe we are already suffering such pains. Only during difficult market conditions do clients start asking ‘how much risk is my retirement … Read more

How about this for a kick in the pants….as soon as you’re out of dental school, it’s time to start thinking about retirement planning! Below briefly discusses the different types of retirement plans that a dentist should consider. Additionally, the article discusses the consequences of delaying contributions for retirement. Trust me, as a business owner, … Read more

In the previous article, we discussed the many different types of retirement plans. We also came to the difficult truth that we must start saving early to achieve our retirement planning goals. Answering the coveted question “How much is enough to retire on?” can prove to be very difficult for many individuals. When we know … Read more

Now more than ever it’s important to get your financial life in order. But like so many other tasks, it’s easier said than done. Let’s face it. No one wants to be told “No,” but sometimes, “No” is the key to financial freedom. Follow these seven simple steps and helpful equations and you’ll not only … Read more