We strive to provide you with useful information each week that will help you on your journey to financial freedom and a healthy wealthcare plan. To make sure you to stay up to date on new posts, subscribe to our regular updates. 


Friday, March 8, 2024

I found this article from one of my third party vendors and wanted to share it with you. The S&P 500 is near a peak, and market sentiment reflects 'extreme greed' as shown by CNN's Index. Low credit spreads, similar to pre-2007...


Thursday, January 25, 2024

In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan explores what may be ahead for markets and the economy in 2024. The Federal Reserve may be getting closer to hitting its goal of taming inflation, and...


Thursday, December 28, 2023

Below is a video that was shared by our third party money manager, Buckingham Strategic Partners. It provides an outlook for next year, discusses the potential impact of the presidential election and shares planning strategies to...


Thursday, December 14, 2023

The third party money management company I partner with shared this article and I thought you would find it interesting. If you have any questions about your investments, please do not hesitate to reach out. Prepare for the upcoming...


Thursday, November 16, 2023

When Matthew wrote his gospel in 85 AD, one pure silver Denarius covered the daily wages of a skilled Roman craftsman. Three hundred years later, the coin had been reduced to a worthless scrap of copper alongside a crumbled empire....


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Friday, November 10, 2023

One of my third party vendors sent this and I thought it was interesting so I wanted to share it with all of you. Most of us know the US dollar was once backed by gold. From America’s founding until 1971, the US economy...


Friday, October 20, 2023

The video below is an outlook for fourth quarter from our third party investment company. T ake a look. If you have any questions, feel free to call or email me. We recently released our latest Quarterly Outlook, and the main takeaway...


Thursday, October 12, 2023

Buckingham Strategic Partners shared this insight with me that I thought you would find interesting. Is the Fed finished hiking rates for the year? Our quarterly outlook explores why the economy may not be cooling enough to slow...


Thursday, September 7, 2023

This past weekend we had our annual fantasy football draft. In both fantasy football and investing, you never know what the outcome is actually going to be, you just have to go based on what has happened in the past and the projections...


Thursday, August 31, 2023

Do you have a young person in your life who just returned to college or recently graduated? Your twenties are the most pivotal years to set the foundation for your financial future. That’s why it’s important for older...


Friday, July 14, 2023

Below is a video our third party money manager posted recently about diversification in an investment strategy. Take a look.With stocks and bonds considerably down in 2022, many investors are questioning if diversification is still a...


Thursday, May 25, 2023

This was sent to me by our third party gold and metal investment company, Vaulted, and I thought you would enjoy it.Can we trust Congress and the Fed to make prudent decisions with our currency? One of the world’s greatest...


Thursday, March 16, 2023

Here is another great video from our third party investment company speaking about the collapse of the Silicon Valley Bank that you have heard about recently.The Collapse of Silicon Valley Bank


Thursday, March 9, 2023

This week I am sharing a video from Buckingham Strategic Partners. Chief Planning Officer Jeffrey Levine shares three reasons why you will love the new Social Security Administration website!New and Improved Social Security Website


Thursday, February 23, 2023

Chief Investment Officer Kevin Grogan explores the concept of central bank digital currency (CBDC), the evolution of our fiscal system and the future of money.Thanks to advances in technology, the world is increasingly becoming more...


Thursday, February 16, 2023

Check out this article below written by our third party investment team, Buckingham Strategic Partners, regarding money fraud.Misdirected checks, unauthorized credit card usage and fake invoices are among several risks that small...


Thursday, February 9, 2023

I found this article written by Larry Swedroe with Buckingham Strategic Partners that I thought you might find interesting.While each year features new twists on the age-old investment stories, smart investors know how to apply the...


Friday, November 11, 2022

Before you sing Auld Lang Syne and ring in the new year, Buckingham Wealth Advisor Alyssum Malone shares ten financial considerations you may want to take advantage of before the end of the year.The holidays usher in a joyful time of...


Thursday, September 15, 2022

One of my investment partners, Vaulted, shared the article below and I thought it might be of value to you...Inflation and money supply indicate that gold has room to run. How long can rising interest rates and dollar strength suppress...


Thursday, July 28, 2022

Target date funds are becoming a popular investment tool. Buckingham’s Managing Director of Investment Strategy, Kevin Grogan, shares the mechanics of these investment strategies, their advantages and limitations and why they may...


Friday, July 22, 2022

In this edition of Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer discusses the latest market updates and shares the five-year economic forecast.Buckingham Weekly Perspectives: An Update on Inflation from...


Thursday, July 7, 2022

Below is an article from one of my investment partners that I wanted to share. Demand destruction and the growing threat of recession crushed commodities in Q2. The Fed succeeded in slamming on the breaks, but did they go too...


Saturday, June 25, 2022

The past few years have been a violent whipsaw of recession and inflation. If the Fed has to pick between the two, which will they choosKey Takeaways:The Fed raised rates by 75 basis points (0.75%), crushing nearly every asset class in...


Friday, June 17, 2022

Between 9/11, the crash of 2008 and the pandemic, we’ve seen the market under stress before. But how is this latest decline different from previous bouts?Buckingham Weekly Perspectives: How Is the Current Market Decline Different...


Monday, June 13, 2022

I did not write this article but this is important information from one of my investment partners that I think you all should consider…In a period that crushes financial assets and currencies, investors need to own the king of...


Friday, June 3, 2022

Despite recent market volatility, there is a glimmer of hope in fixed income markets. Buckingham’s Chief Investment Officer Jared Kizer shares his thoughts on some good financial news!Buckingham Weekly Perspectives: Finding...


Thursday, May 26, 2022

Signs indicate we may be heading into a possible recession. How do you protect your portfolio during a turbulent and uncertain market?Buckingham Weekly Perspectives: How to Think About Investing Headed Into a Possible Recession from...


Thursday, August 5, 2021

8 Financial Tips For The Back To School Season According to the Huntington Bank Backpack Index, the cost of school supplies increased 88% from 2007 to 2016, and their recently released 2017 report anticipates increases of 1.0% for...


Thursday, July 15, 2021

How Can I Make the Most of the Recent Stock Market Rebound? Buckingham Chief Investment Officer Jared Kizer, CFA provides perspective on the scope of the hot streak and each “slice” of the stock market has been impacted.


Thursday, June 24, 2021

Need to Teach Your Kids about Personal Finance? Here Are Some Fun and Engaging Ways to Start It's never too early to start your kids on the road to success, and that includes teaching them about money and finances. One of the most...


Thursday, June 17, 2021

Monthly Client LetterJune 2021 Stock market indexes continue to set new record highs, but investors are increasinglyfocused on another number: inflation. Although the U.S. Bureau of Labor Statisticsreported a 4.2% annual increase in...


Thursday, June 10, 2021

Saving Strategies for Your Child or Grandchild’s Future It is no secret that kids can cost a pretty penny – raising a child from birth to 18 years of age can eclipse $230,000, an annual expense of nearly $13,000. Once you...


Friday, June 4, 2021

Inflation seems to be on the tip of everyone’s tongue. In our latest Ask Buckingham we break down what’s going on with inflation, how it’s tracked and how it could impact your investment portfolio.


Friday, May 28, 2021

6 Interesting Facts About Memorial Day You May Not Know Including why it's important and the true meaning of the holiday. To many people, Memorial Day is best known as the unofficial start to summer in America. Celebrated on the last...


Wednesday, May 12, 2021

Many Americans mismanage their biggest retirement asset: their Social Security benefit. And it can cost them dearly. For the typical American household age 55 to 64, the present value of this government pension represents 60% of their...


Thursday, May 6, 2021

I know for many of us who live on the Gulf Coast, or anywhere in the southeast, it has felt like summer for many months now. Tomorrow is the actual first day of summer and I have researched some ideas to beat the heat of summer without...


Friday, April 23, 2021

I found this article by Christopher Elliot. I think it will be a nice break from financial posts while also giving you information about traveling this summer. How lockdowns, quarantines and COVID-19 testing will change summer travel...


Thursday, April 8, 2021

Kevin Grogan, managing director of investment strategy for Buckingham Wealth Partners explains the dissonance between a faster than expected market recovery leading to market challenge. We cut through the headlines to talk about why...


Thursday, March 25, 2021

Chief Investment Officer Jared Kizer and Tim Maurer break down cryptocurrency, Bitcoin, blockchain and all of the currencies that seem to be getting so much attention in the investment landscape. Learn how they differ from a...


Thursday, March 4, 2021

Chief Investment Officer Jared Kizer and Tim Maurer discuss the similarities and differences between ETFs and mutual funds. While they stack up fairly equally along diversification and tax efficiency, there are very different...


Friday, February 12, 2021

We’ve turned the page on another chapter in American history. Joe Biden has been sworn in as the 46th President of the United States, and the House and Senate majority are held by Democrats. That balance of power sets the stage...


Friday, February 5, 2021

“A bunch of kids on social media blew up some big Wall Street types with GameStop stock.” We’re talking about this David and Goliath story and what it means for evidence-based investors. Hint: not much!


Friday, January 29, 2021

Paul Vanchiere, founder of Pediatric Management Institute, reached out to me and asked if I would become part of the faculty there. PMI offers an array of services spanning the healthcare spectrum from physician care to managed care...


Thursday, December 24, 2020

We have all faced some interesting challenges this year...a year we will never forget. In 2020 we have found a new appreciation for slowing down and spending time with the people we love the most. We hope that all of you have a...


Thursday, December 17, 2020

While sitting around the dinner table this year at Christmas, instead of fighting over politics, quiz your family on these random fun facts about Christmas. 1. The image of Santa Claus flying his sleigh began in 1819 and was created...


Thursday, December 10, 2020

We all tend to create “mental accounting” rules about how we will spend and save. These rules can give us round numbers to help make sense of finances, however, over-simplification can be wrong. We talk with Dr. Meir...


Thursday, November 19, 2020

The pandemic means fewer people may be gathering around the table and fewer gifts may be under the tree this year. What You Need To Know Cutting out smaller presents like stocking stuffers or opting for homemade gifts are some...


Thursday, November 12, 2020

Many people think when they get a "financial planner" they only are hiring someone to do investments. As a comprehensive financial planner, Jason also helps our clients when it comes to estate planning as well, which is a huge part of...


Friday, November 6, 2020

Election week has finally arrived and it’s likely you’re calling your financial advisor, regardless of which candidate you support, because you are uncertain about potential market reactions and what it means for you...


Thursday, October 29, 2020

I believe that Long Term Care Insurance is an important aspect of comprehensive planning. Take a look at the video below from our investment partner, Buckingham Strategic Partners to see what they have to say about it.


Thursday, October 15, 2020

2020 seems to have brought on an especially heavy dose of hurricanes, tornadoes, earthquakes and fires. How do natural disasters impact us as investors? Jared Kizer explains in the video below.


Thursday, October 8, 2020

If your fall bucket list includes carving jack-o’-lanterns, sipping apple cider, and toasting s’mores over a bonfire, you’re in good company. But when you stop to think about it, many of our autumnal...


Thursday, August 20, 2020

We invite you to check out the new issue of Eye On Money! Inside are articles on: 529 education savings plans. Do not miss this one if you want to help your child, grandchild, or other loved one save for college! When to review your...


Thursday, August 6, 2020

Is anyone else over the news as much as I am?! Everything is so negative lately and it is giving more and more people anxiety and depression. Who loves Hamilton and who loves good news? I found this "series" of videos that John...


Friday, July 31, 2020

1. Armadillo shells are bulletproof -- In fact, one Texas man was hospitalized when a bullet he shot at an armadillo ricocheted off the animal and hit him in the jaw.-- 2. There is only one letter that does not appear in a US state.....


Friday, July 17, 2020

Take a look at the link below to see the requirements and instructions for the Medicaid provider distribution. The application has to be submitted by Monday so if you are eligible, act fast. INSTRUCTIONS FOR THE MEDICAID PROVIDER...


Friday, July 3, 2020

Have you ever wondered who in the country gets plastic surgery and for what? Here is a chart to show what plastic surgery procedures are done the most throughout the country. It is pretty cool to see. Where do you live and what...


Friday, June 26, 2020

Have you wondered where your income is going to come from when you retire? Take a look at the image below of the sources that US adults 65 and older received in 2018. If you have any questions about any of this or would like to discuss...


Thursday, June 18, 2020

We invite you to check out the new issue of Eye On Money! Inside are articles on: How to save for retirement when you don’t have a retirement plan at work. No retirement plan at work? No problem. These tips can help you open...


Thursday, June 11, 2020

There have been some updates to the Payroll Protection Program Loans that were given out to help during the height of the pandemic. See the video below for the latest information.


Thursday, June 4, 2020

Sometimes the perspective we look at things can change the whole scenario. See my video below and make sure you take a look at the attached photo as well. What was learned by the WWII Navy aircrafts may have changed the way many...


Friday, May 29, 2020

Have you been drinking more since you have been in quarantine? Apparently, you are not the only one! As we all have been in lock down, consumption of alcohol has increased across the world and the article below has some very...


Thursday, May 21, 2020

Happy Thursday! I hope that everyone is doing well and making it through this unknown time that is going on right now. Take a look at my video below to hear about different layers of protection we offer. If you have questions, please...


Wednesday, May 6, 2020


Tuesday, May 5, 2020


Monday, May 4, 2020


Sunday, May 3, 2020


Thursday, April 30, 2020


Tuesday, April 28, 2020


Monday, April 27, 2020


Sunday, April 26, 2020


Saturday, April 25, 2020


Friday, April 24, 2020


Thursday, April 23, 2020


Tuesday, April 21, 2020


Monday, April 20, 2020


Sunday, April 19, 2020


Saturday, April 18, 2020


Friday, April 17, 2020


Thursday, April 16, 2020


Wednesday, April 15, 2020


Tuesday, April 14, 2020


Monday, April 13, 2020


Sunday, April 12, 2020


Saturday, April 11, 2020


Friday, April 10, 2020


Thursday, April 9, 2020


Wednesday, April 8, 2020


Tuesday, April 7, 2020

The Stock Market Seems To Be Getting All The Attention. What Else In My Financial Plan Should I Be Thinking About Right Now? - Buckingham Wealth Partners


Monday, April 6, 2020


Sunday, April 5, 2020

Should I Stay The Course If Im Near Retirement? - Buckingham Wealth Partners


Saturday, April 4, 2020

Im A New Investor. What Should I Do? - Buckingham Wealth Partners


Saturday, April 4, 2020


Friday, April 3, 2020

The expansive coronavirus-related stimulus package signed into law last week – the CARES Act – has in it several relief measures for small business owners, ranging from various loan programs to tax credits and deadline...


Thursday, April 2, 2020

It Looks Like Things Could Get Worse Before They Get Better. How Should We Prepare Ourselves? Why Does The Pain of Market Loss Feel So Much Stronger Than The Joy of Market Gains?


Wednesday, April 1, 2020

Can The Market Bounce Back? - Buckingham Wealth Partners


Tuesday, March 31, 2020

If The Market Is Going To Get Worse Before It Gets Better, Shouldn't I Sell Now? - Buckingham Wealth Partners


Monday, March 30, 2020

How Is This Different Than Previous Financial Crises? - Buckingham Wealth Partners


Saturday, March 28, 2020

What Economic Stimulus Measures Have Been Taken and Will They Work? - Buckingham Wealth Partners


Friday, March 27, 2020

Why Are Markets So Volatile and Why Have They Reacted So Negatively? - Buckingham Wealth Partners


Wednesday, March 25, 2020

What The Heck Is Going On?


Monday, March 16, 2020

The State of the Economy and Coronavirus Given the volatility in the financial markets beginning the week of February 20, 2020, it’s helpful to review the state of the U.S. economy entering into this stressful period,...


Thursday, March 12, 2020

Change How You Think About Bull Market Investing By Patrick McDermott January 18, 2018 This article is featured in the winter edition of our 360 Insights Quarterly Client Newsletter. Many months of stock market highs have led...


Friday, March 6, 2020

Last week I shared some facts about the Coronavirus and the stock market. This week we are going to have a little fun. I saw this video and could not help but laugh a little while watching it. Wash your hands!


Friday, February 28, 2020

With all the turmoil going on regarding the Coronavirus and the stock market, my investment partner BAM/LW created this piece that I thought you might like. Monthly Investor Letter— February 2020 Recent outbreaks of the novel...


Friday, February 21, 2020

How do you quit working and let your assets work for you? See the video below to learn about different options.


Thursday, February 13, 2020

We invite you to check out the new issue of Eye On Money! Inside are articles on: Planning your estate. Learn about eight common estate planning tools and how they can help protect your family’s financial future, as well as your...


Friday, February 7, 2020

Sorry we missed the post yesterday...Jason and I were travelling to Birmingham, AL for the annual UAB Dental Alumni Meeting. Jason was a speaker this morning and did his presentation on How to go from working for your money to making...


Friday, January 31, 2020

I found myself in a slump this week and feeling melancholy over the news of Kobe Bryant's death. I kept asking myself, why am I so upset and care so much that this celebrity that I have never met died? Was it because I can't even...


Thursday, January 23, 2020

"In conducting an analysis of an entity's solvency, there is a financial tipping point, after which there is no mathematical way out."


Friday, January 17, 2020

Did you make New Years Resolutions this year? How are you doing with keeping them? Not to be negative, but you might as well ditch them today since it is #DitchNewYearsResolutionsDay. That does not mean you can't make lifestyle...


Friday, January 10, 2020

Growing up in Atlanta, I did not know or care much about Mardi Gras. I knew it took place in New Orleans and people did parades on the streets and that was the extent of my knowledge. However, since we moved to Gulf Shores, Mardi Gras...


Thursday, December 19, 2019

I still can't actually believe Christmas is in less than a week. It seems like I was just sharing a Thanksgiving blog post last week. Anyways, I will make this short and sweet. Dyken Wealth Strategies would like to wish all of you a...


Thursday, December 12, 2019

We invite you to check out the new issue of Eye On Money! Inside are articles on: Organizing your finances. This array of tips can help you organize your financial records and streamline your financial tasks. Options for your old...


Friday, December 6, 2019

Have you gotten your Christmas tree yet? Are you going this weekend? Do you get a real tree every year or use a fake tree? Maybe you would be interested in some of these fun facts about Christmas trees... 1. The Nordmann Fir is...


Thursday, November 28, 2019

What is Thanksgiving? How do you celebrate? What are you thankful for this year? As children, we learned about the first meal shared at Plymouth Colony where Pilgrims invited Wampanoag Indians to join hands and hearts and gave thanks...


Thursday, November 21, 2019

With holiday season coming up, I wanted to do research to see how much people spend on the holidays. Between traveling, purchasing gifts, entertaining and so on, Americans are spending over $1000 on the holidays. I found this article...


Thursday, November 14, 2019

Renee and I went on a cruise last weekend and I just wanted to show you how beautiful the eastern side of Cozumel is. If you ever get a chance to go on a cruise and port at Cozumel, do the biking trip on the eastern side of the island...


Friday, November 8, 2019

Before I start this post, I want to say from the bottom of our hearts, THANK YOU to all of the Veterans who have served and who continue to serve for your sacrifice and bravery. I hope there is not a day that goes by where you go...


Thursday, October 31, 2019

Happy Halloween! It is a cold, rainy one here in Gulf Shores, Alabama. How is the weather where you are? When you think about your financial situation, is it as scary as The Nightmare on Elm Street?! We sure hope not! In the spirit of...


Thursday, October 24, 2019

I have been doing Thoughts on Thursday for a while now and I am sure many of you skip past these videos from time to not skip this video. This is a very important video to see and I think you will get a lot of clarity out of...


Thursday, October 17, 2019

We invite you to check out the new issue of Eye On Money! Inside are articles on: Year-end tax planning. You may be able to reduce your 2019 taxes if you act soon. Several tax-minimization tips are presented here. For specific advice,...


Thursday, October 10, 2019

"I am often asked the question, “Is it better to pay down debt or invest?” It is uncanny how often this question comes up. This question is asked as if those were the only two options to choose from. I never hear...


Friday, October 4, 2019

Sorry I missed Thoughts on Thursday yesterday, but here are some Facts on Friday that I find very compelling and I hope you do too!


Thursday, September 26, 2019



Thursday, September 19, 2019

It seems as though every where I turn lately, someone is being diagnosed with cancer. So when looking for an idea for Thoughts on Thursday this week, the article below written by Christopher Johnson really hit close to home. What are...


Thursday, September 12, 2019

Take a minute to watch my video below and make sure you click on the link for some very helpful information on inverted yields in the market.


Friday, September 6, 2019

Do you know what holidays are celebrated today? National Food Bank Day - Did you make your donation? National Lazy Mom's Day - Uhh...yeah right! There is no way that exists. National Coffee Ice Cream Day - Sounds like a good dessert...


Thursday, August 29, 2019

This past weekend we had our annual fantasy football draft (make sure you ask Jason who won last season) :). In both fantasy football and investing, you never know what the outcome is actually going to be, you just have to go based on...


Friday, August 16, 2019

We invite you to check out the new issue of Eye On Money! Inside are articles on: 529 education savings plans. Do not miss this one if you want to help your child, grandchild, or other loved one save for college! Starting a retirement...


Thursday, August 8, 2019

Watch my video below to see how I got dabbed and how you can avoid getting dabbed as well!


Thursday, August 1, 2019

If you conducted a poll today, how many of your patients would say they have stopped taking a medication you prescribed or lowered the dose due to an advertisement they saw? Check out my video below of my thoughts on this matter and...


Thursday, July 25, 2019

"Creating a core curriculum adds direction to your life and career. Once outlined, it aids in the decision-making process as opportunities arise."


Thursday, July 18, 2019

Sending your child off to college can be an emotional time, but taking care of these things before they go can take a lot of the anxiety out of the mix. If you have a child going off to school, I would love to hear about it! Where are...


Thursday, June 27, 2019

Since Jason is living his best life in Europe right now, I figured traveling abroad and finances would be a good topic for Thoughts on Thursday today. According to US News, here is a checklist of everything you should know for...


Thursday, June 20, 2019

I know for many of us who live on the Gulf Coast, or anywhere in the southeast, it has felt like summer for many months now. Tomorrow is the actual first day of summer and I have researched some ideas to beat the heat of summer...


Thursday, June 13, 2019

If you won the lottery today, would you still go to work tomorrow?


Thursday, June 6, 2019

How do we get insurance companies out of the business of practicing medicine and reinstate the physician-patient relationship.


Thursday, May 23, 2019

Some people think they should keep finances out of family conversations when in reality, it is very important for families to talk about finances. Do you have your will in place? Do your kids have a college fund? Do you have...


Thursday, May 9, 2019

It is important to take the time out of your busy day to reflect on yourself.


Friday, May 3, 2019

I thought I would change things up a bit this week and show you how I am spending my Friday here in Gulf Shores.


Thursday, April 25, 2019

I was having trouble finding something to be excited about to write for the blog today while Jason is out of town, and then the draft came on. I found an article written by Andy Uhler about how the NFL draft is like picking stocks......


Thursday, April 18, 2019

We invite you to check out the new issue of Eye On Money! Inside are articles on: Retirement planning basics. What everyone should know about planning for retirement. Should you convert to a Roth account? With lower federal income tax...


Thursday, April 11, 2019

Fourth quarter 2018 was a hard quarter with anyone who has investments. Thankfully, first quarter 2019 has presented a significant recovery.


Thursday, April 4, 2019

I wanted to take a break


Thursday, March 28, 2019

As doctors, it is more important to budget rather than trying to keep up with the "doctor lifestyle" that is ingrained in our head.


Thursday, March 21, 2019

Do you make more than you spend? Then it is time for you to acquire a financial planner!


Friday, March 15, 2019

Time slipped away yesterday as I was in and out of meetings all day, so we missed Thoughts on Thursday. No worries! Here is a Facts on Friday post instead. If you have any questions at all on Social Security, please do not hesitate to...


Thursday, March 7, 2019

"Prices will not change if the expected happens. It is the unexpected that causes prices to move."


Thursday, February 21, 2019

I found the link below and thought it was interesting and wanted to share it with you. Discipline


Thursday, February 14, 2019

We invite you to check out the new issue of Eye On Money! Inside are articles on: Planning your estate. Learn about ways to transfer wealth, minimize or avoid probate, and plan for the day when you are not able to manage your own...


Friday, February 8, 2019

"Markets have shown a remarkable ability to reward patient, long-term investors for staying invested. This is important, since most of us are investing for the long term."


Thursday, January 31, 2019

Who are you cheering for on Sunday? Are you hosting a party, going to a party, or do you not even care about the big game? Some people care about the Super Bowl so much, they spend a small fortune to see it in person.


Thursday, January 24, 2019

...but it isn't easy.


Thursday, January 17, 2019

Physician burnout is a widespread issue. Luckily, there are things that you can hand off to other professionals to take care of for you so you can ensure you are only doing what you love.


Thursday, January 10, 2019

"...just stop and consider what the practice of medicine was like even 20 or 30 years ago when doctors had the autonomy to make decisions on how they would conduct the practice of medicine and when the family doc actually knew his...


Thursday, January 3, 2019

It is important when it comes to your investments, that you "don't fall out of the boat." Take a look at the video below of me falling out of the boat while in Costa Rica and stay tuned for the video to follow to get my input on...


Thursday, December 20, 2018

I hope that all of you have a wonderful Holiday and a happy and safe New Year. I cannot wait to see what 2019 has to offer and look forward to talking to all of you then!


Friday, December 14, 2018

This is a very exciting issue of Eye On Money...especially with the dreaded tax season coming up! We invite you to check out the new issue of Eye On Money! Inside are articles on: Giving smarter. This article explores ways to make the...


Friday, December 7, 2018

I realize there have been several blogs lately about taxes. I am not trying to exhaust you with these, I just feel as though taxes are such an important part of not only financial planning, but life in general. If the government does not..


Friday, November 30, 2018

Do you know the difference between Investment Management and Financial Planning? It is important to be educated on what exactly an Investment Manager does versus a Financial Planner so you know what your expectations should be.


Thursday, November 15, 2018

We have worked hard here to bring many tools to help educate as many doctors as we can.


Thursday, November 8, 2018

Roth IRA's are not very well known, but they are very important to have in your retirement plan. See my video below to learn different ways to contribute to a Roth.


Thursday, November 1, 2018

As I am sitting here trying to figure out what to write about for the Thoughts on Thursday blog, my husband texts me and asks if we want to put in a certain player tonight for our fantasy football team. Then it dawned on me, how can...


Friday, October 26, 2018

Take a look at the link below my video. It is surprising and depressing the fact that 7 out of 10 doctors would not recommend healthcare as a profession. What is your outlook on this? Would you recommend healthcare as a profession to...


Thursday, October 18, 2018

It is important to not let your emotions overcome you when making investment decisions. Take a look at my video below, then click on the link for further reading.


Thursday, October 11, 2018

We invite you to check out the new issue of Eye On Money! Inside are articles on: Year-end tax planning. You may be able to reduce your 2018 taxes if you act soon. Several tax-minimization tips are presented here. For specific advice,...


Thursday, October 4, 2018

No matter what party we support in the government, I think we can all agree on one thing. We dread taxes. See my video below discussing future taxes and my thoughts on asset allocation.


Thursday, September 27, 2018

I took a quick video from my cruise to let you know what I have been up to. See below.


Thursday, September 20, 2018

To maintain peace in life, taking time to relax is always important. Because of that, I decided to let Jason take off for his Birthday (and all next week) so he and his beautiful wife of 25 years can travel to Europe.


Thursday, September 13, 2018

Just like you prepare for bad weather, it is also important to prepare for your future. This includes savings, insurance, and anything else necessary to ensure you are taken care of in emergencies as well as retirement. Our prayers...


Thursday, August 30, 2018

I have gotten this question a lot lately: should I sell my assets? See the video below for my answer and then check out the link at the bottom for some more clarification. Have a great Thursday!


Thursday, August 23, 2018

We all have many changes going on in our day to day life, but every change brings something new to be grateful for.


Thursday, August 16, 2018

Check out the new Eye On Money issue for tips on financial planning in your 50s and 60s, using 529 plans to pay K-12 tuition, how asset location can boost after-tax returns, choosing a donor-advised fund sponsor, and more!


Thursday, August 9, 2018

When it comes to the money you work so hard to make, there are six decisions to consider: how you earn it, how you spend it, how you save it, how you borrow it and how you protect it. Read the article below for more on this topic. If...


Thursday, August 2, 2018



Thursday, July 26, 2018

Good afternoon! The final chart of the four chart series that I wanted to share with you is in the link below my video. Take a look! I hope that you have enjoyed this mini-series of the 4 Charts Every Investor Should Know. See you...


Thursday, July 19, 2018

Not only is it important to follow the United States stock market, but it is vital to keep track of stock markets all over the world as well. This chart shows the ranking of stock market returns around the world based on ten year...


Thursday, July 12, 2018

I am back with Episode 2 of my "4 Charts Every Investor Should Know" series. Chart number two is the skittles chart. Enjoy my video below and make sure you click on the link under to be taken to the link associated with the video.


Thursday, July 5, 2018

Last week I said I was going to be doing a mini series over the next four weeks, but I came across this article and it really hit home for me. Take a look at my video and then make sure you click HERE for the article.