“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 [...]

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 [...]

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, [...]

THIS WEEK’S QUESTION (a great question by a prospective client): I’m trying to find a good financial advisor. What questions should I ask to help me know which advisor is right for me? OUR ANSWER: Many finance professionals refer to themselves as “financial planners” or “financial advisors.” This label can often be misleading, especially since [...]