Market Madness

Posted in: Investments, Planning, Retirement- Mar 26, 2012 No Comments

“How’s your bracket?” I hear this question a lot this time of year.  I suppose it’s common in an Ortho practice year round, but this month it means only one thing to most people: March Madness. With all the talk of statistics, analysis and everyone trying to pick winning teams, I’m reminded of a question [...]

Stress testing a dentist’s investment portfolio

Posted in: Economy, Investments, Planning- Mar 17, 2012 No Comments

On Monday of this week, 19 of our nation’s largest banks were faced with dire circumstances: a 50% drop in the stock market, 13% unemployment and a 21% decline in housing.  Earlier that same day, a client sat in our conference room for his review meeting faced with his own anxious dilemma: it’s time to [...]

Should we delay investing?

Posted in: Economy, Investments, Retirement, Saving- Sep 24, 2011 Comments Off

QUESTION OF THE WEEK: My wife and I are just starting to invest for our retirement.  This week was filled with so much bad news, we wanted to ask if you think we should keep investing for the next few months. Do we need to wait until things are better before investing any more money [...]

How much do I need to retire?

Posted in: Investments, Planning, Retirement, Saving- Sep 09, 2011 Comments Off

THIS WEEK’S QUESTION:  How much money do I need to save in order to retire? OUR ANSWER:  The amount of money a dentist accumulates is one of many important factors that influence levels of retirement happiness, but financial security and overall happiness do not exactly correlate with wealth.  Having multiple income sources, predictable investment results, [...]