Market Madness

Posted in: Investments, Planning, Retirement- Mar 26, 2012Ryan Isaac | Vice President

“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, 2012Ryan Isaac | Vice President

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 [...]

Common financial mistakes that dentists make

Posted in: Events- Mar 06, 2012Ryan Isaac | Vice President

Last week we held an event for local dentists to discuss a few important factors that impact the quality of a dentist’s retirement. Our event sponsors, Mantyla McReynolds and US Bank, provided specialists to talk specifically about fraud and embezzlement inside of a dental practice. There were great questions regarding practice financing, buying vs. leasing, [...]

How should I lease my car?

Posted in: Financing- Sep 30, 2011Reese Harper, CFP® | President

THIS WEEK’S QUESTION: I want to lease my next car, but all of the programs seem confusing.  What should I look for when I’m comparing lease programs to make sure I get a good deal? OUR ANSWER: Not everyone is a good lease candidate, but if you are, keep this formula in mind while you’re shopping: High [...]