10/13/2014 | 11:35 AM
Through September of this year, the S&P 500 had a total return of 8.34%.
10/8/2014 | 9:01 AM
I love to read and, as a youngster, I read a fictional account of an elderly woman who had accumulated quite a bit of wealth. It was a surprise to everyone that she had accumulated such a nest egg because she didn’t appear to have any source of wealth.
10/2/2014 | 11:31 AM
A couple years ago, a friend and leader in our industry,Brent Brodeski, the CEO of Savant Capital Management, suggested I pick up a copy of Simon Sinek’s book, Start with Why. While I am not an avid reader (though the thought is very appealing!), this is a book I couldn’t put down and over the past 36 months, I have referred to it over and over again.
10/1/2014 | 4:38 PM
A question we hear frequently from physicians concerns the details around what are commonly known as “alternative” investments. Derivatives, options, hedge funds, gold, master limited partnerships, junk bonds, and the list goes on.
9/15/2014 | 2:39 PM
Ebola, Ukraine, ISIS, Syria, our dysfunctional Congress, border control, Afghanistan, natural disasters, Iraq, North Korea, China, Russia. Feeling good about the world we live in today? Probably not much, if any, better than when we compiled a similar list a few years ago.