The S&P 500 has moved over 20% since July 2009, the equivalent of two good years in the stock market.  Call today to see if you need to rebalance.  Once again, all asset classes in the table below were positive for the 4th quarter though more muted than the substantial 3rd quarter rally.  In our [...]

When an established doctor accepts a new practice opportunity in a distant city, or a graduating physician completes their medical training, they often discover that the demands of their profession make it difficult to devote enough time to the relocation process.  Mistakes happen and the consequences can affect the physician’s personal and professional life.  Real [...]

Reaching your financial goals is harder now than ever before. Many messages tell you it’s all about how to play the market, but true financial experts will share that it’s more about making the right decisions with your money. It takes a true fiduciary who’s willing to put your interests first to guide you through [...]