🚨 Private practice doctors—read this! 🚨 One of the biggest reasons our independent spine practice is thriving today is because we fight back on insurer underpayments through IDR. 🧵

I recently worked with a physician and her husband in their 30s. Great income, growing family, no estate plan. The risks? ❌ No guardians named for their kids ❌ Assets exposed to lawsuits/creditors ❌ Spouse left vulnerable if something happened unexpectedly Here’s what we

💡 Why People Will Still Want Financial Advisors After the AI Boom AI is changing everything—from how we invest to how we plan for the future. Some ask: “If AI can crunch the numbers, why would I still need a financial advisor?” Here’s why: ✅ Context & judgment: AI can analyze

Please read! Why Disciplined Asset Allocation is Necessary in a Fiat World We’re living through a period of structural monetary change. Not necessarily a crisis, but a slow erosion of purchasing power over time. Governments are running persistent deficits, and central banks

Maybe ignorance on my end but I'm hoping someone can clear this up for me regarding the issuance of the preferreds. Price action in the common has seemingly trended negative since the issuance of the preferreds. Speculation on my end here but the institutions that were using

The Tweet Trade: When World Leaders Move Markets with a Social Media Post I am typically a big believer in passive investing. It is very difficult to beat the market over a long period of time. However, there are moments when investors may have opportunities to take advantage of

This is incredible

Yesterday I passed the Certified Financial Planner (CFP®) exam. I’ve always believed in a “planning first” mindset as a Wealth Advisor, and earning this designation just reinforces that. What I thought would be a straightforward process turned into one of the hardest stretches

Is your business invisible to AI? Despite SEO investments, mine was. That's why I created CitedAI. Try the free AI Visibility Analyzer at Cited-AI.com to see how you show up.

This is very outside my usual realm of content to discuss or share but I've been thinking and learning a lot about this topic (consciousness) over the last five-ish years, so I thought I'd share. Michael Pollan I recently purchased A World Appears on Audible and listened to the