Doctors, here is your Quarter 2 of 2024 benchmark performance update: buff.ly/3XSN6Zl #q12024 #benchmark #financialadvisor

Do you work with an “Investor Genius Doctor” who tells you about how they are making tons of money actively managing their own investments? Today's article breaks down this investment method and the consequences it results in. Read more below! buff.ly/3zXNGes

Doctors, planning to retire soon? Tune in to this week's podcast where Katherine breaks down 5 key consideration you should be having before hanging up your stethoscope for the last time. buff.ly/4emv1rt #financialadvisor #doctorfinancialadvisor #doctorfinance

Calling all Residents and Fellows! Have you thought about what you need to do with your finances before you go into practice? Our advisor, Ben Kirchner, goes through the 6 step financial check-up you should do to prepare yourself for success: buff.ly/4eDRUa6

Doctors, here is your Benchmark PerforMance Update for Q3 of 2024. buff.ly/3Nrm3xA #FinancialAdvisor #Q32024 #BenchmarkPerformance

Doctors, how much do you know about stock market history? This week, Josh Lantz walks us through longer-term market history and gives some tips to help you feel more comfortable in your investment choices. buff.ly/3UEwGRZ #stockmarket #financialadvisor #doctorfinance

Doctors, did you receive a year-end bonus, and now you're wondering, "should I save, invest, or pay down debt"? Our financial advisor, Ben Kirchner, goes over what's dubbed, the Windfall Plan, in his latest video.  Check it out below. buff.ly/4fGQiwg #Finance #Bonuses

Doctors, here is your Benchmark Performance Update for Q4 of 2024. buff.ly/3E5XYLl #FinancialAdvisor #Q42024 #BenchmarkPerformance

In his latest article, our Chief Investment Officer, Josh Lantz, breaks down what we know about The Saving on a Valuable Education (SAVE) plan and how it works with Public Service Loan Forgiveness (PSLF). Find out more below! buff.ly/42v3u4k #PSLF #SAVE #StudentLoans

As tax season approaches, our financial advisor, Josh Lantz, CRPC®, reflects on the most common tax filing mistakes we see doctors and their families make. Read more below! buff.ly/4aLQHg4 #Taxes #Taxes2024 #Doctor #Finance

Ever wonder how to optimize your bank accounts? Our financial advisor, Ben Kirchner, AAMS® joined our CEO and financial advisor, Katherine Vessenes, to go over five bank account tips for doctors in the latest episode of More Money Minutes for Doctors: buff.ly/Vd3j28I

Doctors, here is your Benchmark Performance Update for Q1 of 2025. buff.ly/OuM2eTm #FinancialAdvisor #Q12025 #BenchmarkPerformance

One of our advisors, Ben Kirchner, AAMS©, runs through the ins and outs of disability insurance policies and what to look for in today’s article. Read more below! buff.ly/TBQ3AGs #DisabilityInsurance #AssetProtection #Doctor #Finance

Financial Advisor and Chief Investment Officer Josh Lantz, CRPC®, shares 15 Cost Cutting Ideas for Doctors in this week’s article. It includes tips we’ve learned over years of working with doctors. Read more below! buff.ly/dJI47GZ #CostCuttingTips #Doctor #Finance

Doctors, here is your Benchmark Performance Update for Q2 of 2025. buff.ly/uroxz2P #FinancialAdvisor #Q22025 #BenchmarkPerformance

Doctors, have you been following the news about the One Big Beautiful Bill Act? Our CIO and Financial Advisor Josh Lantz, CRPC®, broke down the important tax implications for doctors in the following article. buff.ly/1nvcR4x #OBBBAct #Doctor #Finance

The One Big Beautiful Bill (OBBB) Act created some changes in Federal student loan repayment plans. Our CIO and advisor, Josh Lantz, CRPC©, wrote an article with the latest updates for our doctors. Read below! buff.ly/6xN7tDX #OBBBAct #StudentLoans #Doctor #Finance

It’s that time of year again when we want to make sure our clients have checked off their financial to do lists for the year. Read about the 2025 financial checklist below! buff.ly/oxfJvDQ #YearEnd2025 #CheckList #Doctor #Finance

In this week’s article one of our advisors, Ben Kirchner, AAMS©️, explains everything a doctor should know about term life insurance. Read more below! buff.ly/6A913r0 #LifeInsurance #AssetProtection #Doctor #Finance

Doctors, here is your Benchmark Performance Update for Q3 of 2025. buff.ly/8gVZMow #FinancialAdvisor #Q3of2025 #BenchmarkPerformance